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.
When creating a submittal with the Submittals tool, you can choose from one of Procore's default submittal type selections. See What are the default submittal types in Procore? 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 menu when a user creates a submittal in the project's Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses. Examples of custom submittal types include: Document, Plans, Prints, and Product Manual.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Navigate to the Company level Admin tool.
- Under "Tool Settings," click Submittals.
- Under Custom Submittal Types, do the following:
Name. Enter a name for the submittal type in the box provided.
Create. Click this button to add the new item to the list.
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.