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Procore Support (en-au)

Edit a Submittal Package

Objective

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

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 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:
  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 check box that corresponds to the desired package. 
  8. Click Update

See Also

 

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