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Request to Enable Submittal Schedule Calculations

Objective

To submit a request to Procore to enable the Submittal Schedule Calculations configuration option for use with the Project level Submittals tool.

Background

Submittal Schedule Calculations is an optional configuration feature that can be enabled for use with the Project level Submittals tool.  When enabled on a Procore project, this option analyzes these key dates, which are entered by the creator under Submittal Schedule Information in a submittal package or a submittal item:

  • Required On-Site Date
  • Lead Time
  • Design Team Review Time
  • Internal Review Time

After analyzing the date entries, Procore automatically populates the calculated date values for the end user in the following fields:

  • Planned Return Date
  • Planned Internal Review Completed Date
  • Planned Submit By Date

This helps the submittal creator ensure that submittal packages and items submitted to the review team and approved on schedule.

EXAMPLE
When the 'Submittal Schedule Calculations' option is turned ON, you first enter a date in the 'Required On-Site Date' field. Next, enter a number of days in the 'Lead Time' box (e.g., enter ‘10’ days) and note how the system will automatically enter a 'Planned Return Date' by subtracting the ‘10’ day lead time from the 'Required On-Site Date'. The same is true for the 'Design Team Review Time' box  (e.g., enter ‘7’ days), which subtracts ‘7’ days from the 'Planned Return Date' to calculate the automatic entry for the 'Planned Internal Review Completed Date'. Finally, enter a number of days in the 'Internal Review Time' box (e.g., enter ‘5’ days) and Procore will subtract '5' days from the 'Internal Review Time' date to automatically calculate the 'Planned Submit By Date.'

Things to Consider

  • Requirements:
  • Required User Permissions:
    • To submit a request to enable this option, 'Admin' level permission to the Project level Submittals tool.

Steps

  1. Ensure that you are a user with 'Admin' level permissions to the Project level Submittals tool.
    Note: To learn more about the feature, see Set Up Submittal Schedule Calculations
  2. Submit a request to your company's Procore point of contact or send an email to support@procore.com
    When your request is received, an authorized Procore employee will work with you to enable this configuration setting for use on your new project. 
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Last modified
10:38, 21 Sep 2016

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