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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 permissions to the Project level Submittals tool.
  • Supported Views:
    • The Bulk Actions > Apply Workflow command is supported in the Items, Packages, Spec Sections, and Ball In Court views.
    • The Bulk Actions > Edit command is supported in the Items, Packages, Spec Sections, and Ball In Court views. See Switch Between Submittals Views.
    • The Bulk Actions > Delete command is only supported in the Items view. 
    • The Bulk Actions > Retrieve command is only supported in the Recycle Bin view. 
  • Limitations:

See Also

 

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