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Use Bulk Actions > Edit in the Submittals Tool

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Objective

To use the Bulk Actions menu in the Submittals tool to perform bulk edits on a batch of submittals. 

Background

Use the Bulk Actions > Edit option when you want to apply the same edits on multiple submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Submittals tool.
  • Supported Views:
    • The Bulk Actions menu is supported in the Submittals tool's Items, Packages, Spec Sections, and Ball In Court views. See Switch Between Submittals Views.
    • The Bulk Actions menu is dimmed and unavailable in the Recycle Bin view. 
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
  2. Locate the submittals to modify in the Items, Packages, Spec Sections or Ball In Court tabs. Then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 
  3. Choose Bulk Actions > Edit . 
    Note: The Bulk Actions menu is NOT available in the Recycle Bin. See Perform Bulk Actions on Submittals.
  4. Choose from these editing options:

    submittals-bulk-edit-page.png
    • Spec Section. Denotes the corresponding section from the project's specifications book (a.k.a., spec book). See Where do the selections in the 'Spec Sections' drop-down list in the Submittals tool come from?
    • Status. The current status of the submittal. Only a user with 'Admin' level permission to the Submittals tool can change a submittal's status. See What are the default submittal statuses in Procore? and What is a 'Draft' Submittal?
    • Submit By. Select the date by which a contractor/subcontractor must submit all relevant documentation (i.e., documents, drawings, manuals, plans and so on) for the submittal to the project's design team for review.
    • Submittal Manager. The name of the submittal manager. This is the person who is responsible for overseeing the submittal throughout its lifecycle in Procore. Each submittal can have a different submittal manager or your project team can configure a 'Default Submittal Manager' for all of your submittals. See What is the 'Submittal Manager' role?
    • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, and Other. See Create Custom Submittal Types.
    • Received Date. The date that the submittal information was received from the contractor/subcontractor responsible for the performing work associated with the submittal.
    • Responsible Contractor. The company name of the contractor/subcontractor that is responsible for completing the work specified on the submittal. 
      Note: If a submittal already has a user in its 'Received From' field and you need to update the 'Responsible Contractor' field to a new company, you need to select a user from the new company in the 'Received From' field and select the new company in the 'Responsible Contractor' field.
    • Location. The location at the job site for the submittal. This can be an existing location from the Location list or a tiered location. See Add Tiered Locations to a Project. 
    • Issue Date. The date the contractor/subcontractor submitted the submittal items (i.e., documents, plans and so on) to your project team for the review process. 
    • Cost Code. Select a cost code to associate with the selected submittals. See What are Procore's default cost codes?
    • Sub Job. Select a sub job to associated with the selected submittals. See What's the difference between a job, a parent job and a sub job?
    • Required On-Site Date. The date by which materials related to the work detailed on the submittal must be delivered and available at the construction site.
    • Received From. The contact for the responsible contractor who provided the submittal information to the project team.
      Note: Users can only be added to the 'Received From' field if the company they are associated with in your Procore account is designated as the 'Responsible Contractor' on the submittal. If you need to update the 'Received From' to a user not associated with a submittal's current 'Responsible Contractor', select their company in the 'Responsible Contractor' field and select their name in the 'Received From' field.
    • Lead Time. The expected number of calendar days that will be required for the material/services for the submittal to arrive.
    • Private. Select Yes to make the selected submittals Private. Otherwise, choose No. 
  5. Click Update. 
    A GREEN banner appears to confirm the total number of submittals successfully edited. A RED banner appears when edits are not successfully saved.