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Procore

Edit a Submittal Package

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Objective

To edit a submittal package using the Project level Submittals tool.

Background

A submittal package is a container that stores one or more submittals. Typically, a main contractor creates submittal packages that list all of the individual submittals specific to a particular trade or subcontractor. For example, one might create a submittal package to contain all of the plumbing-related submittals in a commercial building project.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Submittals tool.

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page.
  2. Click Packages.
    This reveals the Submittal Packages page.
  3. Locate the submittal package that you want to edit and click Edit.
    edit-submittals-package.png
  4. In the 'General Information' area, update the following fields as needed:

    • Title. Enter a descriptive name for the submittal package. 

    • 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?

    • Number. The submittal package number. 

    • Description. Informative details, notes and/or actions that describe the submittal. 

    • Package Attachments. Click Attach Files or move files from your computer to the Drag and Drop File(s) area. 

  5. In the 'Submittals in this Package' list, you have these options:
    • To edit a submittal item, click in any cell with a BLUE caret in the top-right corner and change the value as needed. 
      OR
    • To remove a submittal item, click the RED 'x' to remove a submittal from the package. 
  6. In the 'Create a New Submittal in this Package' area, you can update the values in these fields:

    • Title. The descriptive name that best summarises the information in the submittal. 

    • Private. Indicates privacy settings for the submittal. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the Submittals tool, users in the Submittal Workflow and members of the submittal's Distribution List. Users with the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template can also view a submittal marked 'Private' if another user in their company is associated with the submittal. See Mark a Submittal as Private.

    • 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?

    • 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, and Other. See Create Custom Submittal Types.

    • Number & Revision. The submittal number and its revision number. See How are submittals numbered in Procore?

    • 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?

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

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

    • 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?

    • Attachments. Attach any relevant files. You have these options:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
  7. In the 'Add Existing Submittals to this Package' list, you have these options:
    • To narrow the items in the list, select a spec section from the Filter List By Spec Section field.
      AND
    • To add an existing submittal to the package, mark the tickbox that corresponds to the desired package. 
  8. Click Update.