Request to Change the 'Number Submittals by Spec Section' Setting

Objective

To request to change the 'Number Submittals by Spec Section' setting for a project.

Background

Each submittal in Procore must have a submittal number. A submittal's default number is assigned automatically when the submittal is created in the project's Submittals tool, but the number can be changed manually when creating or editing the submittal. How submittals are numbered by default depends upon whether or not the 'Number Submittals By Spec Section' setting is turned ON or OFF on your project.

• If the 'Number Submittals By Spec Section' configuration setting is turned ON: The default submittal numbers are based on the number of submittals created under the spec section selected when each submittal is created. For example, the first submittal created under the spec section 03-3000 Concrete would be given the number "03-3000-1.0" by default (with "1" representing the number of submittals in that spec section and ".0" representing the revision number of the submittal). The next submittal created under the spec section 03-3000 Concrete will be numbered "03-3000-2.0" by default.

• If the 'Number Submittals By Spec Section' configuration setting is turned OFF: The default submittal numbers are based on the total number of submittals created in the project. Regardless of which spec section the submittals is created under, the first submittal created on a project will given the number "1.0" by default (with ".0" representing the revision number of the submittal). The next submittal created will given the number "2.0" by default.
  
  Note: If the 'Number Submittals by Spec Section' configuration setting is turned OFF, spec section numbers will still be included in the submittal's information and PDF exports, but will not be included in project extracts for the Submittals tool. See Which tools can I extract project data from using the Procore Extracts application?

Changes to the 'Number Submittals by Spec Section' setting can only be done by your Procore point of contact or Procore Support at the request of a user with the appropriate permissions.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Submittals tool to submit a request to change the 'Number Submittals by Spec Section' setting.

Steps

1. Determine whether you want the 'Number Submittals by Spec Section' setting turned ON or OFF on your project.

    Important

   • Changing the 'Number Submittals by Spec Section' setting will only affect one project and will affect all submittals (including existing and new submittals) on that project. See Scenario 1: Setting is turned ON and later turned OFF and Scenario 2: Setting is turned OFF and later turned ON below for more information about how existing and new submittals are affected by changing this setting.
   • You can send separate requests for separate projects.
   • If the project you change this setting for is a template project, only projects created from the template after the setting is changed will be affected. See What gets copied over to a new project when applying a project template?
2. Send an email with your request to change the 'Number Submittals by Spec Section' setting to support@procore.com.
3. Your Procore point of contact will change the 'Number Submittals by Spec Section' setting according to your request.

See Also

• Create a Submittal
• Edit a Submittal