Skip to main content
Procore

Apply a Submittal Workflow Template to a Submittal

Objective

To apply a submittal workflow template to a submittal.

Background

A user with 'Admin' level permission to your project's Submittals tool can create one (1) or more submittal workflow templates which you can then to a new submittal when you first create it. This saves data-entry time by preventing you from having to add a new submittal workflow each time you create a submittal. 

Things to Consider

  • Required User Permission:
    • To apply a submittal workflow template to a submittal, 'Admin' level permission on the Project level Submittals tool. 
  • Prerequisites:

Demo

select-a-workflow-template.gif

Steps

  1. Follow the steps in Create a Submittal or Edit a Submittal
  2. Under Submittal Workflow, do the following:
    1. Select a Template. Select a workflow template from the drop-down list. 
      Notes:
      • This drop-down list is only visible and available to users with 'Admin' level permission on the Submittals tool. 
      • This action applies the person(s) named on the submittal workflow template to your submittal. 
      • To learn how submittal workflow templates are created, see Manage Submittal Workflow Templates.
  3. Continue by modifying the NameRole, and Days to Submit/Response fields as needed for the submittal. Your changes only affect the workflow on the submittal, your changes do NOT affect the submittal workflow template. 
  4. (Optional) Continue with the steps in Add Reviewers to the Submittal Workflow

See Also