Transmittals - Glossary
#
(#)
(#) Number: Shows the transmittal number.
A
Action as Noted
Action as Noted: Mark the checkboxes that correspond to the desired action. You have these choices: Out for Signature, Approved as Submitted, Approved as Noted, Submit, Resubmitted, Returned, Returned for Corrections, Resubmit, Due By, Received, Received as Noted, and Sent Date. (Note: It is recommended that you work with your project's management to define the proper use for each of these default actions in your environment).
Action As Noted (View)
Action As Noted: A list of any actions noted on the transmittal.
Actions(s) Requested
Actions(s) Requested: A list of any actions requested on the transmittal.
Attachments
Attachments: Click Attach File(s) or move a file from your computer or network to the Drag and Drop File(s) area. You can upload a file from your computer of another file that is stored in Procore's Documents tool.
Attention
Attention: Shows the recipients (i.e., the 'To' and 'Cc' fields) on the transmittal.
Attn
Attn: Shows the recipients (i.e., the 'To' and 'Cc' fields) on the transmittal.
Attic Stock
Attic Stock: Select this option to create a transmittal for any attic stock Then enter a description, select a date from the calendar, and enter the number of copies.
B
C
CC
CC: Select people or distribution groups from the project's Directory. This action carbon copies the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.
CC (View)
CC: A list of people, including distribution groups, from the project's Directory.
CDs
CDs: Select this option to create a transmittal for a compact disc. Then enter a description, select a date from the calendar, and enter the number of copies.
Commitment Contract
Commitment Contract: Select this option to create a transmittal for subcontract (see Create a Subcontract). Next, select a subcontract from the Description list, the date of the subcontract is captured automatically, and then enter a number of copies.
Communication
Communication: Select this option to create a transmittal for an email message in the project's Emails tool.
Created Date
Created Date: The date the transmittal was first created in the system.
D
Default Distribution
Default Distribution: Add one (1) or more people to the default distribution group. To appear in this list, a person must be added to the Project Directory (see Add a User Account to the Project Directory). The system will automatically add these group members to new transmittals.
Description
Description: Based on the 'Type' selected, choose the appropriate item from the drop-down list.
Document
Document: When you select this option, the system prompts you to select a document from the project's Documents tool.
E
Email Sent Date
Email Sent Date: The date the transmittal was sent to the recipients (i.e., the people and distribution groups designated in the 'To' and 'Cc' fields).
F
G
H
I
J
K
L
M
Message
Message: Type a message as desired in the box and format it as desired using the options in the control bar.
N
Notes
Notes: Add any notes about the selected item.
Number
Number: Procore automatically assigns numbers to new transmittals in sequential order. You may change this number as desired.
O
Other
Other: To create a different type of submittal, select this option. Then enter a description, select a date from the calendar, and enter a number of copies.
P
Plans
Plans: Select this option to create a transmittal for any construction plans. Then enter a description, attach any files to the item, select a date from the calendar, and enter a number of copies.
Potential Change Order
Potential Change Order: When you select this option, the system prompts you to select a potential change order from the project's Prime Contracts tool.
Prime Contract
Prime Contract: When you select this option, the system prompts you to select a contract line item from the project's Prime Contracts tool.
Prints
Prints: Select this option to create a transmittal for prints. Next, enter a description of the print(s), attach a file of the print, select a date from the calendar, and enter a number of copies.
Private
Private: Mark this checkbox to hide the transmittal from everyone except 'Admin' level users, designated users in the 'To' and 'Cc' fields, and members of the default distribution group (see Configure Advanced Settings: Transmittals).
Punch List Item
Punch List Item: When you select this option, the system prompts you to select a punch list item from the project's Punch List tool.
Purchase Order Contract
Purchase Order Contract: Select this option to create a transmittal for a purchase order (see Create a Purchase Order). Then select a purchase order from the Description list, the system sets the date automatically, and enter a number of copies.
Q
R
RFI
RFI: When you select this option, the system prompts you to select an RFI from the project's RFIs tool.
S
Samples
Samples: Select this option to create a transmittal for a sample. Then type a description of the sample, attach a file to the item, select a date from the calendar, and enter a number of copies.
Sent Date
Sent Date: The date added to the 'Sent date' field under the 'Action As Noted' section of the transmittal.
Sent Via
Sent Via: Select Attached to attach an item from Procore to the transmittal or Under Separate Cover. If you select Under Separate Cover, you can also select one of these options: Email, US Mail, Hand Delivery, FedEx, UPS, DHL, Express Mail, Fax, and Other.
Sent Via (View)
Sent Via: Shows how the transmittal was sent.
Shop Drawings
Shop Drawings: Select this option to create a transmittal for shop drawing. Then type a description of the shop drawing, attach a file to the item, select a date from the calendar, and enter a number of copies.
Subject
Subject: A descriptive subject for the transmittal.
Submittal Log
Submittal Log: Select this option to create a transmittal for a submittal. Then select a submittal from the Description list and specify the number of copies.
Submittal Package
Submittal Package: When you select this option, the system prompts you to select a submittal package from the project's Submittals tool.
Submitted For
Submitted For: Mark the checkboxes that correspond to the reason the transmittal is being submitted. You have these choices: Approval, Your Use, As Requested, Review and Comment, or Further Processing.
Submitted For (View)
Submitted For: A list of the reason(s) the transmittal is being submitted for.
T
To
To: Select people or distribution groups from the project's Directory. This action assigns the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.
To (View)
To: A list of people, including distribution groups, from the project's Directory. The transmittal is assigned to the listed individual(s).
To Company
To Company: The company (or companies) associated with the people on the transmittal.
Transmittals Private by Default
Transmittals Private by Default: Mark this checkbox to set all new transmittals to 'Private' by default. A 'Private' transmittal is visible only to users with 'Admin' level permission to the Transmittals tool, the creator of the transmittal, the recipients in the 'To' and 'Cc' fields, and members of the 'Default Distribution' list.
Type
Type: Select the item type from the drop-down list. This list contains selections for items stored in Procore tools that have been enabled on the project.
U
V
W
X
Y
Z