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Set Up Submittal Schedule Calculations

Objective

To set up and use submittal schedule calculations to automatically calculate the due dates of approvers' responses. 

Background

Submittal Schedule Calculations is an optional feature that must be switched ON by Procore. See Request to Enable Submittal Schedule Calculations. When enabled, the Submittals tool will analyze your entries in the 'Required On-Site Date', 'Lead Time', 'Design Team Review Time', and 'Internal Review Time'fields to automatically calculate the 'Due Date' for approvers on the submittal workflow. It also automatically populates the 'Planned Return Date', 'Planned Internal Review Completed Date', and 'Planned Submit By Date' fields.

Things to Consider

  • Required User Permissions:
    • To create a submittal that uses these calculations, 'Standard' level permissions to the Submittals tool.
    • To define the calculations used on the project, 'Admin' level permissions to the Submittals tool. 
  • Prerequisite:
    • IMPORTANT! This feature must be switched ON by Procore. See Request to Enable Submittal Schedule Calculations.
      Note: The requestor must specify the desired default values for the 'Design Team Review Time' and 'Internal Review Time' fields.
      Procore automatically displays these values for the end user and uses when calculating the  'Planned Return Date', 'Planned Internal Review Completed Date', and 'Planned Submit By Date' fields.

Steps

  1. Follow the steps in Create a Submittal
    This reveals the New Submittal page.
  2. Scroll down to the Submittal Schedule Information area. 
  3. Set the following information:
    1. Design Team Review Time. The number of days allotted for the design team's review on the submittal.

      Note: If you enter 7, the system subtracts '7' calendar days (NOT business days) from the Planned Return Date to automatically populate the date entry for the Planned Internal Review Completed Date.
    2. Lead Time. The expected number of calendar days that will be required for the material/services for the submittal to arrive.

      Note: If you enter 10, the system subtracts '10' calendar days (i.e., NOT business days) from the Required On-Site Date to automatically populate the date entry for the Planned Return Date.
    3. Required On-Site Date. The date by which materials related to the work detailed on the submittal must be delivered and available at the construction site.

    4. Internal Review Time. The number of calendar days (NOT business days) that your project's design team requires to ensure the submittal is properly reviewed.

      Note: If you enter 5, the system subtracts '5' calendar days from the Planned Internal Review Completed Date to automatically populate the date entry for the Planned Submit by Date.
      This illustration shows you an example of these entries and calculations.



      Now, when setting due dates for members of the submittal workflow, the due dates will be reflected in the workflow.
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Last modified
13:36, 24 Aug 2017

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