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Submittal Builder: Add Submittals

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Objective

To manually create additional submittals in the Submittal Builder. 

Things to Consider

  • Required User Permissions:     
    • 'Read only' or above permissions on the Specifications tool.
      AND
      'Admin' on the Submittals tool.
  • Additional Information:
    • To increase accuracy of submittals automatically generated from your spec book, make sure all submittals related to this spec section appear under a header that contains the English word, "Submittals."

Steps

  1. Navigate to the project's Specifications tool.
  2. If the 'Items to review' window isn't already open at the bottom of your screen, click the black bar to open it.
  3. Hover over the item you want to create and click icon-daily-log-completed-day-checkmark.png Review. You will be taken to the Submittal Builder in the Submittals tool in Procore.
    Note: If you don't see the submittal item in the 'Items to review' window at the bottom of your screen, you may need to generate the submittal first. Or, the item was already reviewed or deleted. 
Highlight to Create Submittals

highlight to create submittals in submittal builder.png

  1. Click (share-icon.png) to open the related spec section from the Submittal Builder.

    2019-01-22_17-02-36.png
     
  2. Click and drag your cursor over the text that you want to be in the submittal's description.
  3. Fill out the Title of the submittal.
  4. Verify the Type and Description of the submittal.
  5. Click Add. 
    Note: This will add the submittal to the Submittal Builder, and you will need to click Confirm in the Submittal Builder before the submittal is created in the Submittals tool. You can add as many submittals per section as you need. 

Add Submittal Line Items

  1. From the Submittal Builder, click the spec section under which you want to add submittals. 
  2. Click Add.

    add submittals.png
     
  3. Fill in the Title, Type, and Description of the submittal.

Next Steps

  1. Click Confirm in the Submittal Builder.
  2. Use Bulk Actions > Edit in the Submittals Tool to fill out remaining information on your submittals.