Transmittals (Project Level)
The Transmittals tool in a Procore project gives team members the ability to keep documented records of any project-related correspondence.
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The following table highlights which user permissions are required to perform the described user action.
|Add Items to a Transmittal|
|Add Related Items to a Transmittal|
|Configure Advanced Settings: Transmittals|
|Create a Transmittal|
|Delete a Transmittal|
|Edit a Transmittal|
|Export a Transmittal Letter to PDF|
|Export a Transmittal Log to CSV|
|Export a Transmittal Log to PDF|
|Forward a Transmittal by Email|
|Retrieve a Transmittal from the Recycle Bin|
|View a Transmittal|
|View the Email Correspondence for a Transmittal|
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.
|Owner / Construction Manager|
Below are the notable changes to the Project level Transmittals tool.
When adding Submittal Logs and Submittal Packages to Transmittals, the system now sorts them as expected.
Fixed an issue in the List view of the Transmittals tool where a transmittal item had been duplicated.
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