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Procore

Perform Bulk Actions on Submittals

Objective

To use the Bulk Actions menu in the Submittals tool to perform bulk edits on a batch of submittals. 

Background

The Bulk Actions menu in the Submittals tool lets you perform the same action on a batch of submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level users can perform bulk actions on submittals.
  • Supported Views:
    The menu commands are supported in these views:
    • Bulk Actions > Apply Workflow: Items, Packages, Spec Sections, and Ball In Court
    • Bulk Actions > Edit: Items, Packages, Spec Sections, and Ball In Court
    • Bulk Actions > Delete: Items
    • Bulk Actions > Retrieve: Recycle Bin
  • Limitations:

See Also

 

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