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Procore

¿Cuáles son los diferentes tipos de pasos en un flujo de trabajo?

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Contexto

En Procore, un flujo de trabajo consiste en una serie de pasos. Cada paso define una parte diferente del proceso comercial que conduce a la aprobación de un elemento en Procore. Hay cuatro (4) tipos de pasos que puede crear en un flujo de trabajo personalizado: Paso de respuesta, Paso de finalización (exitoso),  Paso de finalización (no exitoso) y Paso de condición.

Respuesta

En la siguiente tabla se describen los tipos de pasos que puede crear en un flujo de trabajo personalizado.

 

Tipo Definición Ejemplo
Paso de respuesta
  • Un paso de respuesta representa una sola acción o proceso dentro de un flujo de trabajo personalizado.  
  • Se utiliza siempre para definir el paso inicial de un flujo de trabajo personalizado. 
  • Se puede definir lo siguiente:
    • Grupo responsable
    • Días para completar (días hábiles o días de calendario)
    • Estado del artículo
    • Enviar correos electrónicos a los responsables y a los grupos responsables
    • Respuestas
  • Un gerente de proyecto tiene un paso de acción para revisar una factura de subcontratista y proporcionar una respuesta de devolución o aprobación.
Paso final (correcto)
  • Un paso final (exitoso)  indica que todos los pasos del flujo de trabajo se han completado.  
  • Se utiliza para definir el último paso de un flujo de trabajo personalizado. 
  • Se puede definir lo siguiente:
    • Estado del artículo
    • Envío de correos electrónicos a la persona asignada y a [grupos responsables].
  • Una factura de subcontratista es Aprobada por un Gerente de Proyecto y por debajo de $ 99,999
  • Una factura de subcontratista es aprobada por un vicepresidente y es inferior a $ 999,999
  • Una factura de subcontratista es aprobada por un ejecutivo.
Paso final (sin éxito)
  • Un paso final (sin éxito) indica que se ha dado por terminado el progreso en el flujo de trabajo de trabajo.
  • Se utiliza para indicar que el flujo de trabajo personalizado se finalizó, pero NO se completó.  
  • Una factura de subcontratista es rechazada por un gerente de proyecto.
  • Una factura de subcontratista es devuelta por un gerente de proyecto.
Paso de condición
  • Un paso de condición contiene una instrucción When/Then. La parte "Cuándo" del enunciado contiene una (1) hipótesis y la parte "Entonces" del enunciado contiene (2) una conclusión.
  • Cuando el importe de una factura de subcontratista es superior a $ 99,999.00, debe enviarse a un vicepresidente para su revisión.  
  • Cuando una factura de subcontratista es superior a $ 9,999,999.00, debe enviarse a un ejecutivo para su revisión.  

 

Conditional Statements by Tool

Budget Changes... Show/Hide  

Condition Definition
Budget Change Amount The grand total of the all 'To' and 'From' Budget Change adjustment line item values.
Adjustment Amount The sum of the adjustment line item's positive amounts OR the absolute value of the adjustment line item's negative amounts. The greatest absolute value will be used to determine the outcome of the condition step.

Commitments... Show/Hide  

Condition Definition Example
Original Contract Amount The total SOV amount of the contract being approved.

A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Total Amount of Approved Cost Objects

The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total.

Formula... Show/Hide  

Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects

Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs are over or under a specified amount.
Total Amount of All Cost Objects

The total SOV amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total.

Formula... Show/Hide  

Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects

Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount 
Amount Over budget on Approved Cost Objects

The project's designated column total amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.* 
Amount Over Budget on All Cost Objects

The project's total budget amount subtracted from the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs - Total Budget Amount = Amount Over Budget on All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.* 
% of Budget Allocated to Approved Cost Objects

The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

(Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *
% of Budget Allocated to All Cost Objects

The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

(Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.* 
Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the. See Create New Configurable Fieldsets.		 Move the workflow based on the value of the custom field as set up within the workflow template builder. Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Beta  Amount Over Budget Code Value for Approved Cost Objects

 The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.  The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta  Amount Over Budget Code Value for All Cost Objects

 The difference between the Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount. The workflow will be routed depending on whether  the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta  Approved Costs Percentage of Budgeted Budget Code Values

 The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items. The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Beta  All Costs Percentage of Budgeted Budget Code Values

 The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items. The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Commitment Change Orders... Show/Hide   

Condition Definition Example
Amount The total SOV amount of the change order being approved.

A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Total Amount of Approved Cost Objects

The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total.

Formula... Show/Hide  

Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects

Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs is over or under a specified amount.
Total Amount of All Cost Objects

The total SOV amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total.

Formula... Show/Hide  

Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects

Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount 
Amount Over budget on Approved Cost Objects

The project's designated column total amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.* 
Amount Over Budget on All Cost Objects

The project's total budget amount subtracted from the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs - Total Budget Amount = Amount Over Budget on All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.* 
% of Budget Allocated to Approved Cost Objects

The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

(Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to Approved Cost Objects

Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *
% of Budget Allocated to All Cost Objects

The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs.

Formula... Show/Hide  

(Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects

Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.* 
Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.		 Move the workflow based on the value of the custom field as set up within the workflow template builder. Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Beta  Amount Over Budget Code Value for Approved Cost Objects

 The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.  The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the amount determined in the workflow template.

Beta  Amount Over Budget Code Value for All Cost Objects

 The difference between the  Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount. The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.

Beta  Approved Costs Percentage of Budgeted Budget Code Values

 The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items. The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Beta  All Costs Percentage of Budgeted Budget Code Values

 The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items. The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

Correspondence/Custom Tools... Show/Hide  

Condition Definition
Cost Impact Value The amount entered in the 'Cost Impact' field on the correspondence item.
Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.		 Move the workflow based on the value of the custom field as set up within the workflow template builder.

Owner Invoices... Show/Hide  

Condition Definition
Net Amount Billed This Period The amount billed before taxes. 
Gross Amount Bill This Period The amount billed after taxes.

Prime Contracts... Show/Hide  

Condition Definition Example
Original Contract Amount The total SOV amount of the contract being approved. A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.		 Move the workflow based on the value of the custom field as set up within the workflow template builder. Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Prime Contract Change Orders... Show/Hide  

Condition Definition Example
Amount The total SOV amount of the change order being approved. A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.		 Move the workflow based on the value of the custom field as set up within the workflow template builder. Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Subcontractor Invoices... Show/Hide  

Condition Definition

Gross Amount

The gross amount billed on the invoice with retainage applied. 

Materials Stored Amount

The amount billed for materials stored on the invoice.

Net Amount

The net amount billed on the invoice with retainage applied.

Original Commitment Value

The original amount of the commitment contract before any changes, adjustments, or amendments.

Retainage Released Amount

The amount of retainage released on the invoice.

Total Retainage Released

The percentage amount of retainage released to date. 

Total Completed and Stored to Date

The percentage amount of work completed and materials stored to date.  

Custom Fields (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in the fieldset. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field as set up within the workflow template builder.

Custom Fields from parent Commitment (Single-Select, Multi-Select, or Checkbox)
Note: Single-Select and Multi-Select fields must be marked Required in both fieldsets for Purchase Orders and Subcontracts. See Create New Configurable Fieldsets.

Move the workflow based on the value of the custom field, on the parent Commitment as set up within the workflow template builder.

* Conditional statements linked to the project’s budget are based on the total amount of the budget column selected on the Custom Reporting Budget View located in the company level Admin tool. See Set Up a Budget View for Custom Reporting.

 

For instructions on how to add additional step types:

 

Consulte también