1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Create Custom Submittal Log Statuses

Create Custom Submittal Log Statuses

Objective

To create one or more custom submittal log statuses for the Submittals tool. The default statuses in Procore are 'Open', 'Draft', and 'Closed.'

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the company's Admin tool

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under Administrative Settings, click Submittals Configuration.
    This reveals the Submittals Configuration page. 
  3. Under Custom Submittal Log Statuses, do the following:

    create-submittal-log-status.png
     
    1. Name. Enter a name for the new custom submittal log status in the box provided. For example, Awaiting Approval, Rejected, or Approved
    2. Status. Select Open or Closed from the drop-down list. 

EXAMPLE
Submittals can be classified as 'Open' (e.g., "Awaiting Approval"), 'Draft' (e.g., A submittal that has been created, but is not ready to send to the design team for review/approval), and  'Closed' (e.g., "Approved"). You can alternatively select one of your custom statuses from the list. 

  1. Click Create
    The system adds your new custom status to the list. 

    custom-status-added.png

    Notes:
    • Your new custom status becomes available in the Submittals tool on the Create and Edit Submittal page under the General Information area in the Status drop down list. See Create a Submittal and Edit a Submittal.
    • If a custom status is applied to a submittal with the Submittals tool, you will NOT be able to delete that status. You are only permitted to delete statuses that are NOT in use. 
You must to post a comment.
Last modified
09:51, 17 Oct 2017

Tags

Classifications

This page has no classifications.