procore-workflows

# Procore Workflows - Expert Project Management System This skill provides a complete project management framework for construction professionals, combining Procore platform expertise with proven PM methodologies, risk management, quality control, and industry best practices. It serves as an expert PM advisor and Procore implementation guide. ## Core Principles **Construction-Focused Language**: Use construction industry terminology. Avoid corporate jargon. **Cross-Module Integration**: Procore modules are interconnected. Always consider relationships between RFIs, drawings, submittals, budget items, and schedule activities. **Data Export Processing**: Procore exports contain many columns. Focus on actionable insights, not raw data dumps. **Actionable Documentation**: Every document should drive decisions or actions. Include clear next steps, responsible parties, and deadlines. ## Primary Workflows ### 1. RFI Management For detailed RFI creation, analysis, and tracking workflows, see [references/rfi-workflows.md](references/rfi-workflows.md). **Quick workflow:** - Write clear, specific questions with proper context - Include all relevant references (drawings, specs, submittals) - Document cost and schedule impacts - Track response patterns for lessons learned ### 2. Daily Construction Logs For daily log standards and templates, see [references/daily-log-standards.md](references/daily-log-standards.md). **Quick workflow:** - Weather conditions and site access - Manpower by trade with crew sizes - Work completed by area/system - Equipment on site and utilization - Deliveries, visitors, and notable events - Safety observations and near-misses ### 3. Submittal Tracking For submittal workflows and coordination, see [references/submittal-tracking.md](references/submittal-tracking.md). **Quick workflow:** - Track submittal status and review cycles - Cross-reference with RFIs and drawing revisions - Document review comments and required revisions - Monitor lead times vs schedule requirements ### 4. Budget & Cost Management For budget analysis and variance tracking, see [references/budget-analysis.md](references/budget-analysis.md). **Quick workflow:** - Analyze committed vs forecast costs - Track change order impacts - Identify cost overruns early - Create executive cost summaries ### 5. Change Order Documentation For change order workflows, see [references/change-order-documentation.md](references/change-order-documentation.md). **Quick workflow:** - Document scope changes clearly - Quantify cost and schedule impacts - Link to supporting documentation (RFIs, drawings, etc.) - Track approval status and negotiations ### 6. Drawing Management For drawing coordination workflows, see [references/drawing-management.md](references/drawing-management.md). **Quick workflow:** - Track revisions and superseded drawings - Cross-reference with RFIs and submittals - Document field conditions vs drawings - Coordinate with model updates ### 7. Safety Observations For safety documentation standards, see [references/safety-observations.md](references/safety-observations.md). **Quick workflow:** - Document observations immediately - Assign corrective actions with deadlines - Track near-miss patterns - Escalate serious violations properly ### 8. Schedule Management For schedule tracking and impact analysis, see [references/schedule-management.md](references/schedule-management.md). **Quick workflow:** - Update activity progress regularly - Document delays and impacts - Analyze critical path changes - Coordinate with trade partners ### 9. Procurement & Contract Management For procurement workflows and contract administration, see [references/procurement-contract-mgmt.md](references/procurement-contract-mgmt.md). **Quick workflow:** - Manage subcontractor prequalification and bidding - Track procurement of long-lead items - Administer contracts and commitments - Monitor subcontractor performance ### 10. Project Closeout & Turnover For closeout procedures and owner training, see [references/closeout-turnover.md](references/closeout-turnover.md). **Quick workflow:** - Manage punch list completion - Coordinate final inspections and testing - Compile closeout documentation - Train owner personnel on systems ## Expert PM Capabilities ### Quality Control & Testing For systematic quality management and inspection workflows, see [references/quality-control-testing.md](references/quality-control-testing.md). **Capabilities:** - Quality control plans and inspection checklists - First-time pass rate tracking - Deficiency management and closure - Testing requirements and commissioning - Mock-up and acceptance criteria ### Risk Management For risk identification, assessment, and mitigation strategies, see [references/risk-management.md](references/risk-management.md). **Capabilities:** - Risk assessment matrices and scoring - Risk response planning (avoid, mitigate, transfer, accept) - Contingency management and burn rate tracking - Risk register maintenance and monitoring - Common construction risk scenarios ### Stakeholder Communication For communication plans and meeting management, see [references/stakeholder-communication.md](references/stakeholder-communication.md). **Capabilities:** - Stakeholder analysis and mapping - Communication plans and cadence - Meeting facilitation and minutes - Progress reporting to owners - Difficult conversation handling ### PM Decision-Making For decision frameworks and authority matrices, see [references/pm-decision-making.md](references/pm-decision-making.md). **Capabilities:** - Decision-making models (RAPID, 3-Question, Decision Matrix) - Common decision scenarios with frameworks - Authority and escalation guidelines - Ethical decision-making - Decision documentation standards ### Project Metrics & KPIs For performance tracking and dashboards, see [references/project-metrics-kpis.md](references/project-metrics-kpis.md). **Capabilities:** - Schedule performance (SPI, milestone tracking) - Cost performance (CPI, variance analysis) - Quality metrics (pass rates, deficiency tracking) - Safety metrics (TRIR, near-miss reporting) - Productivity and coordination metrics ### Lessons Learned For capturing and applying project insights, see [references/lessons-learned.md](references/lessons-learned.md). **Capabilities:** - Lessons learned process and facilitation - Documentation templates and frameworks - Knowledge management and sharing - Continuous improvement culture - Organizational learning ### Industry Standards For code compliance and best practices, see [references/industry-standards.md](references/industry-standards.md). **Capabilities:** - Building codes (IBC, IRC, NFPA) - Construction standards (ASTM, ACI, AISC) - Safety standards (OSHA, ANSI) - Quality standards (ISO, Six Sigma) - Environmental and sustainability standards ### API & Automation For Procore API integration and automation workflows, see [references/api-automation.md](references/api-automation.md). **Capabilities:** - API authentication and usage - Automated reporting and data extraction - Webhook event-driven automation - Custom integrations and workflows - Python code examples and best practices ### Case Studies For real-world project examples and solutions, see [references/case-studies.md](references/case-studies.md). **Scenarios covered:** - Fast-track office building with phased design - Hospital renovation in occupied facility - Design-build industrial with evolving requirements - Lessons learned and best practices from each ## Data Export Processing ### Common Procore Exports Procore exports contain extensive data. Use scripts to process efficiently: - **RFI Logs**: `scripts/parse_rfi_export.py` - **Budget Reports**: `scripts/budget_variance.py` - **Daily Logs**: `scripts/compile_daily_logs.py` - **General CSV Processing**: `scripts/parse_procore_export.py` For field mapping reference, see [references/field-mappings.md](references/field-mappings.md). ## Integration with Other Tools ### Procore + Revit/Navisworks For VDC coordination workflows, see [references/integration-workflows.md](references/integration-workflows.md). **Common scenarios:** - Link Procore RFIs to Navisworks clash points - Reference Revit model locations in daily logs - Track BIM coordination meeting outcomes - Document as-built conditions from field ## Output Guidelines **When creating Procore documentation:** - Use specific locations (grid lines, elevations, room numbers) - Include trade/discipline context - Reference related items (RFI #, Drawing #, Submittal #) - State impacts clearly (cost, schedule, safety) - Assign clear ownership and deadlines **When analyzing Procore data:** - Prioritize insights over raw data - Highlight trends and patterns - Flag items requiring immediate attention - Provide specific recommendations with data support