Skip to main content
Procore Support (en-au)

Create a Submittal Package

Objective

To create a new submittal package

Background

submittal package is a container that stores one or more submittals. Typically, a head 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 Permissions:
    • 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

  1. Navigate to the project's Submittals tool.
  2. Click +Create > Submittals Package.
    This reveals the New Submittal Package page. 
    create-submittal.png
  3. 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. 
    • 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.
    • 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. 
  4. If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.
  5. If you want to create a new submittal in this package, see Create a New Submittal in a Submittal Package
  6. 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. 

See Also

  • Was this article helpful?