Create a Submittal Package

Objective

To create a new submittal package. 

Background

Things to Consider

• Required User Permissions:
  • To create a submittal package:
    • 'Admin' level permissions on the Submittals tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the Submittals tool with the 'Create Submittal Package' granular permission enabled on your permissions template.
• Limitations:
  • A submittal can only be added to one (1) submittal package. However, you can move a submittal from one package to another when editing the submittal. See Edit a Submittal.

Steps

1. Navigate to the project's Submittals tool.
2. Click +Create > Submittals Package.
   This reveals the New Submittal Package page. 
   
3. In the 'General' tab, complete the data entry in the 'General Information' area as follows:
   Note: An asterisk (*) denotes a required field. 
   • Title*: Enter a descriptive name for the submittal package.
   • Spec Section: Depending upon whether the Project level Specifications tool (see Specifications) is enabled or disabled on the project, choose one of these options:
     • If the Specifications tool is enabled on the project: Select the appropriate spec section for the submittal package from the drop down list.
       Note: If you want to create a new Spec Section in the Specifications tool, click the Create New Spec Section option. In the Create New Specification Section window, enter a new Spec # (this is a required field) and Description. Then click Create Spec Section.
       OR
     • If the Specifications tool is not enabled on the project: Type the corresponding spec section number for the submittal in the field. The number you enter here should always correspond to the appropriate section of the project's spec book. 
   • Number*: Enter a number for the submittal package. The system automatically fills in this field with the next available number, but you can enter a different number.
     Note: If you enter a number already used for another submittal package, the 'Duplicate Numbers' window displays.
     • To use the next available number for the submittal package, click Use Next Available.
       OR
     • To use the duplicate number you entered for the submittal package, click Continue.
       OR
     • To use a different and unique number for the submittal package, click Cancel and enter a new number for the submittal package.
   • Description: Enter a descriptive summary about the submittal package. This description is visible to the reviewers designated in the Design Team Workflow, the responsible subcontractor, and members of the package's distribution list. 
   • Package Attachments: Choose from these options to add file attachments to the submittal item:
     • To move files from your computer or a network location into Procore, select the desired file(s) and use a drag-and-drop operation to place them in the grey Drag and Drop File(s) area. 
     • To select a file stored in the Drawings tool (see Drawings), click Attach File(s) and choose Select a Drawing from Procore from the shortcut menu. 
     • To select a file stored in the Documents tool (see Documents), click Attach File(s) and choose Select a File from Procore from the shortcut menu.
       Note: If your company has integrated third-party tools with Procore, additional options may appear in the shortcut menu.
     • To upload a file from your computer, click Attach File(s) and choose Upload a File From Your Computer from the shortcut menu. 
4. If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.
5. If you want to create a new submittal in this package, see Create a New Submittal in a Submittal Package. 
6. Click Create Package. 
   A GREEN banner appears at the top of the package's page to confirm that the system successfully created the new submittal package. 

See Also

• Edit a Submittal Package
• Bulk Edit Submittals in a Submittal Package
• Send a Submittal Package for Review