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ProScan+ - How to set Default Procore Statuses

How to set default Procore statuses (Admin User Only)

Set the default Procore status applied to new scans in ProScan+.

You can have different default statuses for Direct Costs and Progress Claims.

Progress Claim (Purchse Order/Sub Contract)

    • Draft
    • Under Review
    • Revise And Resubmit
    • Pending Owner Approval
    • Approved
    • Approved As Noted

Procore Progress Claim Workflows: Recommended to use the Under Review status. This will automate the workflow trigger in Procore.

Direct Costs

    • Draft
    • Pending
    • Revise And Resubmit
    • Approved

How to set default Procore statuses (Admin User Only) 

  1. Open Smoothx Tools and select ProScan+
  2. Navigate to the Settings menu and click the General tab.
  3. Scroll down to the Default Status Direct Cost & Default Status Progress Claim
  4. Select the applicable stauts
  5. Click Save