To edit a custom submittal report using the Project level Submittals tool.
Things to Consider
Required User Permissions:
To edit reports that have been not marked 'personal' by the creator, 'Admin' level permissions to the Project level Submittals tool.
To edit the reports that you've created, 'Standard' level permissions to the Project level Submittals tool.
To view a report that has been created for the project, 'Read Only' level permissions to the Project level Submittals tool.
Custom reports created with the Submittals tool are only available in the Submittals tool. Currently, there is no parity with the custom report features in the Company and Project level Reports tools.
Report creators can mark a report as Person, Project-Specific, or Global. This makes the report available to just the creator, all of the users with access to the Submittals tool on the project, or all to users in the company's Directory with access to the Submittals tool.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.