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Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Create Custom Submittal Types

Create Custom Submittal Types

Objective

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.  

Background

When creating a submittal with the Submittals tool, you can choose from one of Procore's default submittal type selections. 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 list in the Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to your business. Examples of types include: Document, Plans, Prints, and Product Manual, and so on. 
 

Things to Consider

  • Required User Permissions:
    • To create custom submittal types, 'Admin' level permissions for the Company level Admin tool.
    • To use custom submittal types, 'Standard' or 'Admin' level permissions for the Project level Submittals tool.
  • Default Submittal Types:
    • The default submittal types in Procore are Document, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, and Other.

Steps

  1. Navigate to the company's Admin tool.
  2. Under Administrative Settings in the right navigation bar, click the Submittals Configuration link.
  3. In the Custom Submittal Types box, enter a name for the new submittal type.
  4. Click Create.  

    custom submittal types.png


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Last modified
10:08, 12 Aug 2016

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