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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. 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 list in the Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses. Examples of types include: Document, Plans, Prints, and Product Manual. 
 

Things to Consider

  • Required User Permissions:
    • To create custom submittal types, 'Admin' level permissions for the Company level Admin tool.
    • To use custom submittal types, 'Standard' or 'Admin' level permissions for the Project level Submittals tool.
  • Default Submittal Types:

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under "Tool Settings," click Submittals.
  3. Under Custom Submittal Types, do the following:
    2. The system adds the new submittal type to the list. 
    3. The system adds the new submittal type to the list. 

See Also