Submittals (Project Level)
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The diagram below demonstrates how key stakeholders collaborate using the Submittals tool.
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The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported in Procore's iOS and/or Android mobile application.
|Add Related Items to a Submittal|
|Add Related Items to a Submittal Package|
|Add Reviewers to the Submittal Workflow|
|Bulk Edit Submittals in a Package|
|Change the Ball in Court Person on a Submittal|
|Close a Submittal|
|Configure Advanced Settings: Submittals|
|Create a Submittal||‡||‡|
|Create a Submittal Package with Submittal Workflow|
|Create a Submittal Revision||+|
|Create Custom Submittal Log Statuses||Configure this setting in the Admin Tool (Company Level)|
|Create Custom Submittal Responses (Project Level)|
|Create Custom Submittal Types (Company Level)||Configure this setting in the Admin Tool (Company Level)|
|Create Custom Submittal Types (Project Level)||Configure this setting in the Admin Tool (Project Level)|
|Create/View a Custom Submittal Report||*||*||*|
|Delete a Custom Submittal Report|
|Delete a Submittal|
|Distribute a Submittal|
|Distribute the Submittals in a Package (Submittal Workflow)|
|Download All Submittal Attachments|
|Download an Open Submittals Report||Complete this Task with the Reports Tool (Company Level)|
|Edit a Custom Submittal Report||*||*|
|Edit a Submittal||+|
|Edit a Submittal Package|
|Edit a Submittal Response|
|Email Forward a Submittal|
|Export a Custom Submittals Report|
|Export the Submittals Log (e.g., to CSV, Excel, and PDF)|
|Forward a Submittal for Review (Sequential Approval)|
|Generate a QR Code for a Submittal|
|Import Submittals (Parallel Approval)||†|
|Import Submittals (Sequential Approval)||†|
|Mark a Submittal as Private|
|Mass Review Submittals in a Package|
|Only Show Most Current Revisions in the Submittal Log|
|Reassign a Submittal|
|Redistribute a Submittal|
|Request a Submittals Import|
|Request to Disable Number Submittals By Spec Section|
|Request to Enable Parallel Approval|
|Request to Enable Submittal Package Workflow|
|Request to Enable Submittal Schedule Information|
|Request to Enable the Open Submittals Report||Requires 'Admin' level permission to the Company Level Reports tool|
|Respond to a Forwarded Submittal|
|Respond to a Submittal|
|Respond to a Submittal as a Reviewer (Submittal Workflow)|
|Retrieve a Submittal from the Recycle Bin|
|Search and Filter for Submittals|
|Send a Submittal Package for Review|
|Set Up Submittal Schedule Calculations|
|Share a Custom Submittal Report||*||*|
|Upload and Submit a Submittal|
|View Notification Log of Shared Submittals Reports|
|View the Change History of a Submittal|
|View the Submittal Approvers Response Time Report|
* Users will also need 'Read-only' and above permissions on the Reports tab to access Submittal Reports.
+ 'Standard' level users can edit and upload revisions of submittals they have created.
† Users with 'Admin' level permissions to the Submittals tool can submit a request to import submittals data to Procore.
‡ Users with 'Standard' level permission can only add reviewers with 'Admin' level permission to a submittal's workflow. However ,users with 'Admin' level permission can add users with 'Standard' level permission or higher to a submittal's workflow.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
Below are the notable changes to the Project level Submittals tool.
Updated the Bulk Action > Edit options for the Submittals tool to add the 'Submittal Manager', 'Received From', and 'Private' fields. The Received From field interacts with 'Responsible Contractor' in the same fashion as the create and edit pages. If Received From is selected, Responsible Contractor will default to the company of the Received From selection. If Responsible Contractor is selected, Received From becomes limited to people from that company. See Perform Bulk Actions on Submittals.
Updated the Submittals Tool' to remove the 'Edit Response' link from the Approver Workflow table. This change affects non-Admin users when a Submittal is in the 'Draft' status..
Updated the Submittals tool's 'Bulk Edit Submittals in Package' page (i.e., click the Packages view, click View, then click the Bulk Edit Submittals button) to change the phrasing of the 'Submittal Workflow' text to better explain why the checkbox is would be in a grayed out and unavailable state.
Updated the Submittals tool to change the email that is sent when a user clicks 'Create and Send Email' (for sequential approval). Now, the outgoing email notification will separately list the 'Submitter' from the 'Approvers'.
Previously when a user created a submittal revision, and the original version had an attachment, the new revision also showed the paperclip icon in the attachment column, even though an attachment had not yet been added to the revision. Now, the paperclip icon no longer appears, unless an attachment has been added to the revision. See Create a Submittal Revision.
Updated the Submittals tool so that if a submittal is sent to the Recycle Bin and then retrieved from the bin, the user will now be directed to the submittal's show page so they can edit it. See Retrieve a Submittal from the Recycle Bin.
Updated the Submittals tool so that the page titles (which shows the submittal title) on the Ready to Distribute and Distribute pages will now display special characters, instead of the character codes and diacritics.
Replaced the 'Submittal Creator' field with the 'Submittal Manager' field in the PDF file that is exported when a user clicks the 'Export Data As' PDF button when viewing an individual submittal.
Updated the Submittals tool to fix an issue where deleting a custom submittal response incorrectly led to an error banner appearing. This issue has been fixed.
Updated the Submittals tool to provide users with more flexibility when configuring customized submittals responses. Users with 'Admin' level permission can now click 'Configure Submittals Settings' link. Under 'Submittal Response Configuration', users can now click an 'Add New' link to add multiple responses to use in place of the existing default responses. See Create Custom Submittal Responses.