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Procore

Create Custom Submittal Types

Objective

To create custom submittal types using the Admin tool so they are available to users as 'Type' selections when creating submittal items using a project's Submittals tool.  

Background

When creating a submittal with the Submittals tool, you can choose from one of Procore's default submittal type selections. However, a user with 'Admin' level permissions to the Admin tool can also create custom submittal types that will appear in the Type drop-down list in the Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to your business. Examples of types include: Document, Plans, Prints, and Product Manual, and so on. 
 

Things to Consider

  • Required User Permissions:
    • To create custom submittal types, 'Admin' level permissions for the Company level Admin tool.
    • To use custom submittal types, 'Standard' or 'Admin' level permissions for the Project level Submittals tool.
  • Default Submittal Types:

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under "Tool Settings," click Submittals.
  3. Under Custom Submittal Types, do the following:
    1. Name. Enter a name for the submittal type in the box provided. 

    2. Create. Click this button to add the new item to the list.

      The system adds the new submittal type to the list. 
    3. Active. Place a checkmark in this box to mark the Custom Submittal Type as active. This allows the type to be available to end users as a selection in the Types drop-down list on the create and edit a submittal page.

      The system adds the new submittal type to the list. 

See Also

 

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