To set up and use submittal schedule calculations to automatically calculate date suggestions for approvers' responses.
Submittal Schedule Calculations is an optional configuration feature that can be enabled for use with the Project level Submittals tool. When enabled on a Procore project, this option analyzes these key dates, which are entered by the creator under Submittal Schedule Information in a submittal package or a submittal item:
- Required On-Site Date
- Lead Time
- Design Team Review Time
- Internal Review Time
After analyzing the date entries, Procore automatically populates the calculated date values for the end user in the following fields:
- Planned Return Date
- Planned Internal Review Completed Date
- Planned Submit By Date
Based on the calculated date values above, Procore also suggests dates for the following fields:
- Submitter Due Date
- Approver Due Date
This helps the submittal creator ensure that submittal packages and items submitted to the review team are approved on schedule.
When the 'Submittal Schedule Calculations' option is turned ON, you first enter a date in the 'Required On-Site Date' field. Next, enter a number of days in the 'Lead Time' box (e.g., enter ‘10’ days) and note how the system will automatically enter a 'Planned Return Date' by subtracting the ‘10’ day lead time from the 'Required On-Site Date'. The same is true for the 'Design Team Review Time' box (e.g., enter ‘7’ days), which subtracts ‘7’ days from the 'Planned Return Date' to calculate the automatic entry for the 'Planned Internal Review Completed Date'. Finally, enter a number of days in the 'Internal Review Time' box (e.g., enter ‘5’ days) and Procore will subtract '5' days from the 'Internal Review Time' date to automatically calculate the 'Planned Submit By Date.'
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.
- IMPORTANT! This feature must enabled . See Enable Submittal Schedule Calculations.
- Additional Information:
- Schedule calculations do NOT automatically populate due dates in the submittal workflow.
- Follow the steps in Create a Submittal.
This reveals the New Submittal page.
- Scroll down to the Submittal Schedule Information area.
- Set the following information:
Design Team Review Time. The number of days allotted for the design team's review on the submittal.
Lead Time. The expected number of calendar days that will be required for the material/services for the submittal to arrive.
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.
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.
This illustration shows you an example of these entries and calculations.