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's 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 Submittals Views.
  • The Bulk Actions menu is dimmed and unavailable in the Recycle Bin view. 
• Additional Information:
  • Automatic email notifications are not sent for submittal updates made using Bulk Actions. To learn more about automatic email notifications for the project's Submittals tool, see Who receives an email when a submittal is created or updated?
  • To bulk edit submittals contained in a single submittal package, follow the steps in Bulk Edit Submittals in a Package. 

Steps

1. Navigate to the project's Submittals tool.
2. Locate the submittals to modify in the Items, Packages, Spec Sections or Ball In Court tabs. 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 NOT available in the Recycle Bin. See Perform Bulk Actions on Submittals.
4. Choose from these editing options:
   (Note:  Editing options in your project's Submittals tool can vary if your company has configured custom fields and configurable fieldsets.)
   
   
   • Spec Section. Denotes the corresponding section from the project's specifications. See Where do the selections in the 'Spec Sections' drop-down list in the Submittals tool come from?
   • 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?
   • Responsible Contractor. The company that is responsible for completing the work specified on the submittal. 
     Note: Users can only be added to the 'Received From' field if their Procore Directory record is associated to the company listed as the 'Responsible Contractor' on the submittal.
   • Cost Code. Select a cost code to associate with the selected submittals. 
   • Received From. The contact for the responsible contractor who provided the submittal information to the project team.
     Note: Users can only be added to the 'Received From' field if their Procore Directory record is associated to the company listed as the 'Responsible Contractor' on the submittal. To add a user to the 'Received From' field who is not associated with a submittal's current 'Responsible Contractor', first select the desired user's company in the 'Responsible Contractor' menu. Then you are able to select the user's name in the 'Received From' menu.
   • Add to Distribution List. Add one (1) or more users and/or distribution groups to selected submittals’ distribution lists.
   • Remove from Distribution List. Remove one (1) or more users and/or distribution groups from selected submittals’ distribution lists.
   • Private. Select Yes to make the selected submittals Private. Otherwise, choose No. 
   • 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? and What is a 'Draft' Submittal?
   • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, and Other. See Create Custom Submittal Types.
   • 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. 
   • Sub Job. If sub jobs are enabled on your project, select one to associate it with the selected submittals. See What's the difference between a job, a parent job, and a sub job?
   • Lead Time. The expected number of calendar days that will be required for the material/services for the submittal to arrive.
   • 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.
   • Received Date. The date that the submittal information was received from the contractor/subcontractor responsible for the performing work associated with the submittal.
   • 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. 
   • 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.
5. Click Update. 
   A GREEN banner appears to confirm the total number of submittals successfully edited. A RED banner appears when edits are not successfully saved. 

See Also

• Perform Bulk Actions on a Submittal