Setup Guide

Overview

If you are a user who has been granted 'Admin' level permissions to the Project level Submittals tool, there are a variety of settings that you can configure and manage for a project.  

Prerequisites

Before you can configure and manage the Submittals tool on a project, it must be enabled by a user with 'Admin' level permissions to the Project level Admin tool. 

• Enable the Submittals Tool

Preparation Phase

Before you configure the settings for the Project level Submittals tool, review the following articles to determine if your project will require the following tasks to be performed by a Procore Implementation Manager or Customer Success Manager:

• Request to Enable Submittals Program Calculations
• Send a Completed Submittals Import Template to Procore

Configuration and Management Phase

The following settings can be configured by a user with 'Admin' level permissions to the Project level Submittals tool. 

• Configure Admin Settings: Submittals Tool
  • Configure the Submittal Tool's Settings
    • Create the Default Distribution List for New Submittals
    • Set the Sort Order for Submittal Register Items
    • Set the Sort Order for Submittal Package Items
    • Add Custom Text Fields to the New Submittals Page
    • Set a Default Due Date for Submittals
    • Mark New Submittals as Private
    • Alert Reviewers About Reviewer Comments
    • Alert Members of the Distribution List About Reviewer Comments
    • Alert Creator About Reviewer Comments
    • Alert Reviewers About Overdue Submittals
    • Customise the Submittal Response Configuration
  • ​Create Custom Reports for the Submittals Tool
  • Set User Permissions for the Submittals Tool
  • Create a List of Custom Submittal Types

Next Steps

• Create a Submittal
• Create a Submittal Package