Create a Submittal Package
Objective
To create a new submittal package.
Background
Things to Consider
- Required User Permissions:
- To create a submittal package:
- 'Admin' level permissions on the Submittals tool.
OR - 'Read Only' or 'Standard' level permissions on the Submittals tool with the 'Create Submittal Package' granular permission enabled on your permissions template.
- 'Admin' level permissions on the Submittals tool.
- To create a submittal package:
- Limitations:
- A submittal can only be added to one (1) submittal package. However, you can move a submittal from one package to another when editing the submittal. See Edit a Submittal.
Steps
- Navigate to the project's Submittals tool.
- Click +Create > Submittals Package.
This reveals the New Submittal Package page.
- In the 'General' tab, complete the data entry in the 'General Information' area as follows:
Note: An asterisk (*) denotes a required field.- Title*: Enter a descriptive name for the submittal package.
- Spec Section: Depending upon whether the Project level Specifications tool (see Specifications) is enabled or disabled on the project, choose one of these options:
- If the Specifications tool is enabled on the project: Select the appropriate spec section for the submittal package from the drop down list.
Note: If you want to create a new Spec Section in the Specifications tool, click the Create New Spec Section option. In the Create New Specification Section window, enter a new Spec # (this is a required field) and Description. Then click Create Spec Section.
OR - If the Specifications tool is not enabled on the project: Type the corresponding spec section number for the submittal in the field. The number you enter here should always correspond to the appropriate section of the project's spec book.
- If the Specifications tool is enabled on the project: Select the appropriate spec section for the submittal package from the drop down list.
- Number*: Enter a number for the submittal package. The system automatically fills in this field with the next available number, but you can enter a different number.
Note: If you enter a number already used for another submittal package, the 'Duplicate Numbers' window displays.- To use the next available number for the submittal package, click Use Next Available.
OR - To use the duplicate number you entered for the submittal package, click Continue.
OR - To use a different and unique number for the submittal package, click Cancel and enter a new number for the submittal package.
- To use the next available number for the submittal package, click Use Next Available.
- Description: Enter a descriptive summary about the submittal package. This description is visible to the reviewers designated in the Design Team Workflow, the responsible subcontractor and members of the package's distribution list.
- Package Attachments: Choose from these options to add file attachments to the submittal item:
- To move files from your computer or a network location into Procore, select the desired file(s) and use a drag-and-drop operation to place them in the grey Drag and Drop File(s) area.
- To select a file stored in the Drawings tool (see Drawings), click Attach File(s) and choose Select a Drawing from Procore from the shortcut menu.
- To select a file stored in the Documents tool (see Documents), click Attach File(s) and choose Select a File from Procore from the shortcut menu.
Note: If your company has integrated third-party tools with Procore, additional options may appear in the shortcut menu. - To upload a file from your computer, click Attach File(s) and choose Upload a File From Your Computer from the shortcut menu.
- If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.
- If you want to create a new submittal in this package, see Create a New Submittal in a Submittal Package.
- Click Create Package.
A GREEN banner appears at the top of the package's page to confirm that the system successfully created the new submittal package.