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Use Bulk Actions > Edit in the Submittals Tool

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Objective

To use the Bulk Actions menu in the Submittals tool to perform bulk edits on a batch of submittals. 

Background

Use the Bulk Actions > Edit option when you want to apply the same edits on multiple submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Submittals tool.
  • Supported Views:
    • The Bulk Actions menu is supported in the Submittals tool's Items, Packages, Spec Sections, and Ball In Court views. See Switch Between Submittals Views.
    • The Bulk Actions menu is dimmed and unavailable in the Recycle Bin view. 
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
  2. Locate the submittals to modify in the Items, Packages, Spec Sections or Ball In Court tabs. Then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 
  3. Choose Bulk Actions > Edit . 
    Note: The Bulk Actions menu is NOT available in the Recycle Bin. See Perform Bulk Actions on Submittals.
  4. Choose from these editing options:
    (Note:  Editing options in your project's Submittals tool can vary if your company has configured fieldsets and configurable fieldsets.)

    submittals-bulk-edit-page.png
    • Spec Section. Denotes the corresponding section from the project's specifications. See Where do the selections in the 'Spec Sections' drop-down list in the Submittals tool come from?
    • 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?
    • Responsible Contractor. The company that is responsible for completing the work specified on the submittal. 
      Note: Users can only be added to the 'Received From' field if their Procore Directory record is associated to the company listed as the 'Responsible Contractor' on the submittal.
    • Cost Code. Select a cost code to associate with the selected submittals. 
    • Received From. The contact for the responsible contractor who provided the submittal information to the project team.
      Note: Users can only be added to the 'Received From' field if their Procore Directory record is associated to the company listed as the 'Responsible Contractor' on the submittal. To add a user to the 'Received From' field who is not associated with a submittal's current 'Responsible Contractor', first select the desired user's company in the 'Responsible Contractor' menu. Then you are able to select the user's name in the 'Received From' menu.
    • Add to Distribution List. Add one (1) or more users and/or distribution groups to selected submittals’ distribution lists.
    • Remove from Distribution List. Remove one (1) or more users and/or distribution groups from selected submittals’ distribution lists.
    • Private. Select Yes to make the selected submittals Private. Otherwise, choose No. 
    • 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?
    • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, and Other. See Create Custom Submittal Types.
    • Location. The location at the worksite for the submittal. This can be an existing location from the Location list or a tiered location. See Add Tiered Locations to a Project. 
    • Sub Job. If sub jobs are enabled on your project, select one to associate it with the selected submittals. See What's the difference between a job, a parent job and a sub job?
    • Lead Time. The expected number of calendar days that will be required for the material/services for the submittal to arrive.
    • Submit By. Select the date by which a contractor/subcontractor must submit all relevant documentation (i.e., documents, drawings, manuals, plans and so on) for the submittal to the project's design team for review.
    • Received Date. The date that the submittal information was received from the contractor/subcontractor responsible for the performing work associated with the submittal.
    • Issue Date. The date the contractor/subcontractor submitted the submittal items (i.e., documents, plans and so on) to your project team for the review process. 
    • Required On-Site Date. The date by which materials related to the work detailed on the submittal must be delivered and available at the construction site.
  5. Click Update. 
    A GREEN banner appears to confirm the total number of submittals successfully edited. A RED banner appears when edits are not successfully saved.