How do you respond to a submittal in procore

Choose one of these options: … Review the submittal’s information and any included attachments. … Click Respond next to your name in the ‘Submittal Workflow’ table.Optional: Attach any additional files to include with your response. … Click Next.Add the following information: … Click Preview.Preview the information.

How does the submittal process work?

Submittals are those shop drawings, product data, samples, and mock-ups to be delivered to the design professional (the architect or engineer) for review and action as required by the contract documents. … An important element of the submittal process is the preparation, review, and approval of shop drawings.

How do you submit a drawing on procore?

Navigate to the project’s Drawings tool. …
Click Upload Drawings.
Attach one or more drawing PDF files: …
Click Attach.
Fill out the following information as necessary. …
Click Process. …
After the upload is complete, click Click here to review to review the drawings.

What is a submittal in procore?

A submittal refers to the written and/or physical information provided by a responsible contractor (i.e., contractors and subs) to the general contractor. This information is submitted to the design team for approval of equipment, materials, etc. before they are fabricated and delivered to the project.

How do I change my ball in submittal procore?

Click View next to the submittal you want to change the Ball In Court (BIC) for in the Items list. In the ‘Submittal Workflow’ table, click the vertical ellipsis (⋮) and click Set Step as BIC at the end of the numbered row above the user’s name or group of users’ names that you want to make the current BIC.

What is the difference between submission and submittal?

“Submittal” is the act of submitting; it should not be used to describe the thing being submitted, as in “clip a five-dollar bill to your submittal and it will receive our earliest attention.” In almost all cases “submission” is clearer and more traditional than “submittal.”

How do I create a submittal register?

Navigate to the project’s Specifications tool.
Mark the checkboxes next to the specifications from which you want to create submittals. Note: Specifications must be in PDF format in order to use this feature.
Click Generate Submittal Register. …
Click the Click here to review link.

How do I create a submittal revision in procore?

Navigate to the project’s Submittals tool. …
In the Submittals log, locate the desired submittal. …
In the right pane, click Create Revision. …
Scroll to the ‘General Information’ area and note that all of the general information from the previous revision is inherited.

How do I put together a submittal package?

Navigate to the project’s Submittals tool.
Click +Create > Submittals Package. …
In the ‘General’ tab, complete the data entry in the ‘General Information’ area as follows: …
If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.

What is submittal package?

A submittal package represents a collection of submittals that will be sent to a series of reviewers for feedback. A designated manager of the package reviews the feedback and makes a final determination on each item in the package when he or she completes the package.

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How do I send a procore link?

Navigate to the project’s Drawings tool on your iOS mobile device.
Tap Share .
Tap Email with Procore or Email Snapshot. Email with Procore: Select this option to send an email to the recipients with the drawing as a linked attachment. …
Enter the following information. …
Click Send.

How do you use submittal builder in procore?

From the Submittal Builder, click the spec section under which you want to add submittals.
Click Add.
Fill in the Title, Type, and Description of the submittal.

How do I create a submittal template in procore?

Navigate to the project’s Submittals tool.
Click the Configure Settings icon.
Click Submittal Workflow Templates in the right sidebar.
Complete the following: …
To add another step in the workflow, click Add Step and repeat step 4.

What is a submittal register?

Submittal register defined: The submittal register is a list of the submittals required or desired to be provided for a particular project. A submittal register item includes the CSI number and description as well as the submittal type and the due date.

What word type is submission?

submission. / (səbˈmɪʃən) / noun. an act or instance of submitting. something submitted; a proposal, argument, etc.

Is a submittal a contract document?

Submittals are not contract documents. The contractor prepares submittals, and the architect prepares contract documents. A201 states: 3.12.

What does submittals mean in construction?

Construction submittals are defined by bizfluent as “documents submitted by the contractor to the architect for his approval for use in a project,” while Lexology explains that “Submittals consist of information provided by the contractor to the design professional for approval of equipment, materials, etc.

What are the three types of submittals?

Preconstruction Submittals.
Construction Submittals.
Closeout and Maintenance Submittals.

How do I create a submittal log?

Navigate to the company’s Admin tool. This reveals the Company Settings page.
Under “Tool Settings,” click Submittals.
Under Custom Submittal Log Statuses, do the following: Name. Enter a name for the new custom submittal log status in the box provided. For example, Awaiting Approval, Rejected, or Approved.

What are the different types of submittals?

Various types of submittals are part of the construction process. These include action submittals, informational submittals, those furnished as part of project closeout, and those that are considered maintenance material.

What is a RFI in procore?

Answer. In construction, the term Request for Information (RFI) refers to a business process initiated by a contractor (for example a general contractor, subcontractor, or supplier) to request information or raise concerns that must be formally answered by that contractor’s client or the project’s architect.

How do you send an RFI?

Request information in a way that will be easy to compare.
Provide a clear format for vendor responses.
Ask for general information and avoid being too specific.
Be brief and respectful of the supplier’s time.

Does RFI include pricing?

Once an owner receives the responses, they may select a contractor or vendor at that time, choose not to do the project, or they may move on to a more detailed proposal type. RFIs aren’t heavily focused on price or the capabilities of the contractor or vendor.

When you see a text field in procore that has a blue caret in the top right corner of the cell what does it mean?

Note: A blue caret in the top-right corner of a cell indicates that the field can be edited.

What does a submittal look like?

Submittal items include schedules, meeting minutes, product data, shop drawings, test data, product samples, warranties, and operations and maintenance (O&M) data. A large project, with dozens of subs, may have 500 or more individual submittals.

How do you review a submittal?

Do not review and approve submittals including substitutions without separate documentation, proving the substitution meets the intent of the construction documents. Consider the substitution request first, independent of the submittal. When accepted, then review the submittal.

What is the difference between an RFI and a submittal?

An RFI is very similar to a construction submittal and can be sent by a subcontractor when they are creating a submittal that will eventually go forward for approval. This article provides a detailed guide to requests for information and what these requests entail during construction projects.

How do I accept Procore invite?

If your employer or a company you do business with invites you to join their Procore organization as a user, you will receive an automated email message from the @procoretech.com domain with the ‘Welcome to Procore’ subject line.

How do I log into Procore?

Go to the Procore web application at: . Enter your Procore email address and password as follows: Note: If you do not know your Procore email address and password, contact your company’s Procore Administrator or the Procore Administrator for the company that you are doing business with.