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Generate Submittals from Specifications (Submittal Builder)

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Objective

To automatically generate your submittal log from specifications in your Specifications tool.

Background

The Submittal Builder allows you to automatically create the submittal registry from the spec book.

Things to Consider

  • Required User Permissions:     
    • 'Read only' and above on the Specifications tool
      AND 'Admin' on the Submittals tool.
  • Prerequisites:
    • There must be specifications in the Specifications tool. You or the Specifications Admin user must first Upload Specifications. 
    • Be sure that the spec sections you want to upload are vector PDFs. 
  • Additional Information:
    • Only vector PDF spec sections can be used to generate a submittal registry.
    • Make sure all submittals related to this spec section appear under a header that contains the English word, "Submittals."
    • The Submittal Builder is only available in English in the United States, Canada, and Australia.​​​

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Specifications tool.
  2. Mark the checkboxes next to the specifications from which you want to create submittals.
    Note: Specifications must be in PDF format in order to use this feature. 
  3. Click Generate Submittals. An 'Items to Review' window appears at the bottom of the screen so you can track the upload progress and hover over the item to cancel or delete. 
    Note: Specifications that already processed for submittals are not selectable a second time.
  4. Click Review in the 'Items to Review' window at the bottom of the screen. 
    Note: You will be taken to the Submittal Builder in the Procore Submittals tool.
Review New Submittals

review submittals 8.21.19.png

  1. Click a spec section in the list of selected sections on the left.
  2. If needed, view the spec section PDF to help you build submittals. Opening the spec section PDF will not disrupt your work in the Submittal Builder.
    Note: View the spec section to easily add additional submittals to the submittal builder by Highlighting to add Submittals to the Submittal Builder.
  3. Procore will attempt to fill the Type and Description fields. Review these fields before adding or configuring the submittal titles.
  4. Add a Title for each submittal.
    OR
    Select Configure Title to automate submittal titles for the submittals in all spec sections or in the current spec section. See Submittal Builder: Configure Submittal Titles.
  5. Add any submittals by clicking the Add button. See Submittal Builder: Add Submittals.
  6. Click the Duplicate duplicate submittal in submittal builder.png button to create an additional submittal with the title, type, and description of the one you're duplicating.
    Click the Delete delete submittal in submittal builder.png icon to delete the selected submittal.
  7. Add or edit the Submittal Manager per spec section. By default, Procore will populate this field with the default submittal manager set in the Submittal Configurations page. See What is the submittal manager role?
  8. Once you've added all of the information you need for this spec section (the Submittal Manager field is required), click Confirm to create submittals based off of this spec section.

Repeat these steps until you have reviewed all of the new submittals.

Next Steps