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Procore (en-CA)

Create Custom Submittal Types

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Objective

To create custom submittal types using the Admin tool so they are available to users as 'Type' selections when creating submittal items using a project's Submittals tool.  

Background

When creating a submittal with the Submittals tool, you can choose from one of Procore's default submittal type selections. See What are the default submittal types in Procore? However, a user with 'Admin' level permissions to the Admin tool can also create custom submittal types that will appear in the 'Type' drop-down menu when a user creates a submittal in the project's Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses. Examples of custom submittal types include: Document, Plans, Prints, and Product Manual. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under "Tool Settings," click Submittals.
  3. Under Custom Submittal Types, do the following:

    1. Name . Enter a name for the submittal type in the box provided.

    2. Create. Click this button to add the new item to the list.

      The system adds the new submittal type to the list. 

    3. Active. Place a checkmark in this box to mark the Custom Submittal Type as active. This allows the type to be available to end users as a selection in the Types drop-down list on the create and edit a submittal page.

      The system adds the new submittal type to the list. 

See Also