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A worker using Procore on an iPad at a construction jobsite

Virtual Training

Self Service Workflows

Financials Deep Dive

Duration: 63 minutes

Catch up on this Deep Dive from June 2022

In this edition of Project Financials Deep Dive, the SPC's are excited to tell you more about the Open Beta for Self Service Workflows. The goal of this session is to ensure you understand which tools are currently available in this beta, and its general functionality. You'll see an example of building out a template on the company level for commitments workflow with conditional thresholds, and assign it to the project level for use. 

Presenters

Headhsot of Teresa Buturusis

Teresa Buturusis

Strategic Product Consultant, Procore

Adrian Godby

Strategic Product Consultant, Procore

headshot of Brittney Abell

Brittney Abell

Strategic Product Consultant, Procore