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Procore (en-CA)

Close a Submittal

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Objective

To change the status of a submittal to Closed using the project's Submittals tool.

Background

After a submittal has been approved by all of the individuals who have been designated as approvers in the submittal's approval workflow, a user who has been assigned 'Admin' level permissions can mark the submittal as Closed. This indicates the submittal approval workflow is complete and/or requires no further action.

Things to Consider

  • Required User Permission:
    • To close a submittal, 'Admin' level permissions on the project's Submittals tool.
    • To edit a closed submittal, 'Admin level permissions on the projects Submittals tool. 

Video

 

Steps

There are three (3) ways to close a submittal in Procore:

Close a Submittal from Submittals Page

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. 
  2. Locate the desired submittal in the list. Then click the Status box for the desired submittal and select Closed from the list.
    (Note: Your company's list may contain custom status values that were created for use on your projects. See Create a Custom Submittal Log Status.)

    2015-08-27_09-28-08.png

Close a Submittal from its Edit Page

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page.
  2. Locate the desired submittal and click Edit. See Search for and Filter Submittals.
    This opens the submittal in edit mode.
  3. Selct Closed from the Status list.
    (Note: Your company's list may contain custom status values that were created for use on your projects. See Create a Custom Submittal Log Status.)

    close submittal.png
     
  4. Edit any other information as needed.
  5. Choose one of these options:
    • If you want to save the submittal without sending an email notification to approvers and members of the distribution list, click Update.
      OR
    • If you want to send an email notification to approvers and members of the distribution list, click Update and Send Email(s).

Distribute a Submittal

When you distribute a submittal, the system changes its status to Closed. See Distribute a Submittal and Distribute the Submittals in a Package. 

See Also