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Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Use Bulk Actions > Edit in the Submittals Tool

Use Bulk Actions > Edit in the Submittals Tool

Objective

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

Background

Use the Bulk Actions > Edit option when you want to apply the same edits on multiple submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Submittals tool.
  • Supported Views:
    • The Bulk Actions menu is supported in the Submittals tool's Items, Packages, Spec Sections, and Ball In Court views (see Switch Between Views). 
    • The Bulk Actions menu is grayed out and unavailable in the Recycle Bin view. 
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Items view of the Submittals page. This page lists all of the individual submittals for the project (except for any submittals sent to the Recycle Bin).
  2. Locate the submittals that you want to modify and then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 


       
  3. Choose Bulk Actions > Edit . 
    Note: The Bulk Actions menu is supported in the Items, Packages, Spec Sections, and Ball In Court views. It it NOT supported in the Recycle Bin



    This reveals the Bulk Edit page. The 'Selected Submittals' box shows the individual submittals to which your edits will be applied. 


     
  4. Choose from these options to edit the selected submittals:
    • Spec Section. Denotes the corresponding section from the project's specifications book (a.k.a., spec book). See Where do the selections in the 'Spec Sections' drop-down list in the Submittals tool come from?

    • Status. The current status of the submittal. Only a user with 'Admin' level permission to the Submittals tool can change a submittal's status. See What are the default submittal statuses in Procore?

    • Submit By. Select the date by which a contractor/subcontractor must submit all relevant documentation (i.e., documents, drawings, manuals, plans, and so on) for the submittal to the project's design team for review.

    • Submittal Manager. The name of the submittal manager. This is the person who is responsible for overseeing the submittal throughout its lifecycle in Procore. Each submittal can have a different submittal manager or your project team can configure a 'Default Submittal Manager' for all of your submittals. See What is the 'Submittal Manager' role?

    • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Pay Request, Payroll, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, Specification, or Other. Types cannot be customized in Procore.

    • Received Date. The date that the submittal information was received from the contractor/subcontractor responsible for the performing work associated with the submittal.

    • Responsible Contractor. The company name of the contractor/subcontractor that is responsible for completing the work specified on the submittal. 

    • Location. The location at the job site for the submittal. This can be an existing location from the Location list or a tiered location. See Add Tiered Locations to a Project

    • Issue Date. The date the contractor/subcontractor submitted the submittal items (i.e., documents, plans, and so on) to your project team for the review process. 

    • Received From. The contact for the responsible contractor who provided the submittal information to the project team. 

    • Received From. The contact for the responsible contractor who provided the submittal information to the project team. 

    • 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.

    • Private. Select Yes to make the selected submittals Private. Otherwise, choose No
  5. Click Update
    This applies the specified edits to all the selected submittals. A GREEN banner appears to confirm the total number of submittals that were successfully edited. A RED banner will appear in the event that the edits were not successfully saved. 
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