ワークフローのさまざまな種類のステップとは何ですか?

背景

Procore では、ワークフローは一連のステップで構成されます。各ステップは、Procore の案件の承認につながるビジネスプロセスの異なる部分を定義します。カスタムワークフローで作成できるステップには、応答ステップ、終了ステップ (成功)、終了ステップ (失敗)、条件ステップの4種類があります。

答え

次の表では、カスタムワークフローで作成できるステップの種類を説明します。

種類	定義	例
応答ステップ	応答ステップは、カスタムワークフロー内の単一のアクションまたはプロセスを表します。これは、カスタムワークフローの最初のステップを定義するために常に使用されます。以下を定義できます。担当グループ完了までの日数 (営業日または暦日) 項目のステータス担当者および責任グループに電子メールを送信する回答	プロジェクトマネージャーには、下請け業者の請求書を確認し、返品または承認の応答を提供するアクションステップがあります。
ステップの終了 (成功)	終了ステップ (成功) は、ワークフローのすべてのステップが完了したことを示します。これは、カスタムワークフローの最終ステップを定義するために使用されます。以下を定義できます。項目のステータス担当者および[責任グループ]に電子メールを送信する	下請け業者の請求書がプロジェクトマネージャーによって承認され、99,999 ドル未満であること下請け業者の請求書が副社長によって承認されており、999,999 ドル未満であること下請け業者の請求書は幹部によって承認されます。
ステップの終了 (失敗)	終了ステップ (失敗) は、ワークフローの進行が終了したことを示します。これは、カスタムワークフローが終了したが完了していないことを示すために使用されます。	下請け業者の請求書がプロジェクトマネージャーによって拒否されました。下請け業者の請求書がプロジェクトマネージャーから返送されます。
条件ステップ	条件ステップには、 When/Then ステートメントが含まれます。ステートメントの「When」部分には (1) 仮説が含まれ、ステートメントの「Then」部分には (2) 結論が含まれます。	下請業者の請求金額が $99,999.00 を超える場合、審査のために副学長に送られなければなりません。下請業者の請求書が $9,999,999.00 を超える場合、レビューのためにエグゼクティブにルーティングする必要があります。

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:

背景

答え

Conditional Statements by Tool

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