To create a revision of an existing submittal using the Project level Submittals tool.
Title. Enter a descriptive name for the submittal.
Spec Section. Select the appropriate section from your project's spec book in the drop-down list.
Received From. Select the name of the person from whom you received the submittal information.
Status. Define the state of the submittal in the Status box. You have these options:
Note: Only users with 'Admin' level permission to the Submittals tool can change the status of a submittal.
Type. Select a classification for the submittal from the Type list. The default type selections include: Document, Pay Request, Payroll, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, Specification, or Other. This list cannot be customized.
Location. Select or enter a location from the Location drop-down menu (Note: You have the option to select an existing location from the list, or you can Add Tiered Locations to a Project).
Private. Next to Private, place a check mark in the Visible Only to Admins, Workflow, and Distribution List Members box. For more information, see Mark a Submittal as Private.
Description. Enter some informative text detailing any important notes or actions required on the submittal.
Attachments. Attach any relevant files. You have these options:
Distribution List. Select one or more people from this list. If you've created distribution lists in the Directory tool, those appear as selections (see Add a Distribution Group to the Procore Directory).
Related Items. Add any related items to the submittal. See Add a Related Item to a Submittal.
Custom Fields. If your company has added custom text fields to the submittals data-entry form, enter the required data in those fields. See Configure Advanced Settings: Submittals Tool for more information.