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Procore

Which fields in the Submittals tool can be configured as required, optional, or hidden?

Background

Certain fields in the Submittals tool can be configured as required, optional, or hidden. For example, if you want to make comments required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for the Submittals tool.

Note:

  • A GREEN checkmark icon-permissions-green-check.png indicates the field can be configured to this setting. 
  • A RED 'x' icon-permissions-red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Submittal Log

Field Name Required Optional Hidden
Actual Delivery Date icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Attachments icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Confirmed Delivery Date icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Cost Code * icon-x-red.png icon-green-checkmark.png icon-x-red.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Distribution icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Final Due Date icon-x-red.png icon-green-checkmark.png icon-x-red.png
Issue Date * icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Location icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Number icon-green-checkmark.png icon-x-red.png icon-x-red.png
Private icon-green-checkmark.png icon-x-red.png icon-x-red.png
Received Date * icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Received From icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Responsible Contractor icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Schedule Task icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Spec Section icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Status icon-green-checkmark.png icon-x-red.png icon-x-red.png
Sub Job * icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Submit By * icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Submittal Manager icon-green-checkmark.png icon-x-red.png icon-x-red.png
Submittal Package icon-x-red.png icon-green-checkmark.png icon-x-red.png
Title icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Type icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png

* These fields (if they are not configured as Hidden) can only be updated by users with 'Admin' level permissions on the project's Submittals tool when they create or edit a submittal.