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Add an Existing Submittal to a Submittal Package

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Objective

To add an existing submittal to a submittal package. 

Background

A submittal package is a container that stores one or more submittals. Typically, a general 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.

If you have existing submittals that have not yet been added to a package, you can add one (1) of more of those submittal's to a package using the steps below. 

Example
Let's say you are working in a collaborative environment and the subcontractors on a construction project are responsible for loading their submittal items into Procore. After loading their submittal items into the Procore project, the project manager then adds these existing submittal items into a new submittal package before sending it out for a design team review.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions to the project's Submittals tool.
  • Prerequisite:
  • Limitation:
    • 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. 
  • Additional Information:
    • After a submittal package is created, a user with 'Admin' level permission to the Submittals tool can use the Create Revision button to revise the submittal package. 

Steps

  1. Navigate to the project's Submittals tool. 
    This reveals the Submittals page. 
  2. Click the Packages link. 
    This reveals a list of all of your project's submittal packages. 
  3. Locate the desired submittal package and click Edit.
    This places the submittal package into edit mode. 
    Note: The Edit button is only visible and available if your project has individual submittals that can be added to a package. 
  4. Scroll down to the 'Add Existing Submittals to this Package' area. 
  5. If you want to narrow the number of submittals in the table, select a filter parameter from the Filter List by Spec Section list. 
  6. Place a mark in the checkbox(es) that correspond to the existing submittal(s) that you want to add.

    add-existing-submittals-to-this-package.png

    This adds the selected submittals to the package and a yellow banner appears at the top of the table to show the total number of selected submittals.
    Note: To remove all of the selected submittals from the package, click Clear. 
  7. Click Update.
    A GREEN banner appears at the top of the submittal package's page to confirm that the submittal was updated successfully.