This is the landing page for support articles about the project's Submittals tool. Submittals tool allows you to view existing Submittals. By default, this checkbox is cleared in Procore, which means that new submittals are visible to users assigned 'Read Only' or above on the Submittals tool. This is a self-paced training course containing "deep-dive" sessions on the following Procore tools by a member of Procore's Strategic Advisory Team: Drawings * Specifications * Documents * RFIs * Submittals * * Required training during the Procore Implementation process. Learn More. Submittals - Procore

Photos tool allows you to view and manage your photos and albums. Common Types Shop drawing, material data, product samples, or other product data (e.g., blueprints, product manuals, etc.)

It would be great if we could have an option to create a package from all or selected items within that spec section. Procore has really helped us keep accurate … All of this permission functionality is standard with Procore, and all of the settings and user … This would increase efficiency and guarantee a more structured use of the package tool within Procore. For tool-specific tutorials, please visit https://support.procore.com. Procore offers the ability to set user permissions at the individual tool level as well as both Company and the Project level. Users will only see what you want them to—if an architect should have access to the RFI Tool on a project, but not the Submittals Tool, those settings can easily be made within Procore. Procore offers the ability to set user permissions at the individual tool level as well as both Company and the Project level. Submittals Review . This is a self-paced training course containing "deep-dive" sessions on the following Procore tools by a member of Procore's Strategic Advisory Team: Drawings * Specifications * Documents * RFIs * Submittals * * Required training during the Procore Implementation process. Invoice Management .

Click Respond next to your name in the 'Submittal Workflow' table. We needed a system that tracked when things were submitted and how long it would take to get a response. Mark up and stamp submittals directly in Procore; Automatically create the submittal register from the spec book in minutes; Always …


Enable the Submittals Tool Preparation Phase Before you configure the settings for the Project level Submittals tool, review the following articles to determine if your project will require the following tasks to be performed by a Procore Implementation Manager or Customer Success Manager: Get paid faster with collaborative billing for stakeholders, accurately bill for work completed, and automate invoicing. If you create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the 'Submittal Manager' by default. Click View next to the submittal you want to forward for review. Seamlessly connect to your back office's trusted accounting system for real-time access to job costs and … Hear Procore leaders, industry experts, and tech advocates discuss how we build forward. Minimize risk, maximize profits, and manage change as it happens with a financial tool built for the field. In Procore, marking submittals as private limits the audience to users who are assigned 'Admin' level permissions to the Submittals tool, members of the submittal's distribution list, and reviewers assigned to the submittal workflow. Cookie Notice.

The Submittal Tool and RFI Tool are by far my favorite. to the consultants for review. However, users with 'Admin' level permission can configure settings for other email notifications on the Project level Submittals tool. Get paid faster with collaborative billing for stakeholders, accurately bill for work completed, and automate invoicing. When enabled in your company's Procore account, Procore provides a Project level Submittals tool. Key Benefits include: Import batches of submittals into your projects.

The Value of the Submittals Tool . Expand Post . RFIs tool allows you to view, add and edit RFIs. A lot of the comments & votes have been around adding markup tools (text, shapes, highlight, etc.) Register to JOIN US ON 6/18. All of the information needed to create a package is already present. We use cookies to provide website functionality, to analyze our traffic, and to assist in our marketing efforts.

In Procore, 'Action Required' emails cannot be turned ON or OFF (see Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool? Review the submittal's information and any included attachments. Best Practices and Resources .

The submittal register would be accessible in the Submittals tool with the capability to modify as needed.

What are people using the submittals tool for? Enable the Submittals Tool Preparation Phase Before you configure the settings for the Project level Submittals tool, review the following articles to determine if your project will require the following tasks to be performed by a Procore Implementation Manager or Customer Success Manager: Submittals Review . The Value of the Submittals Tool .