Skip to main content
Procore (en-CA)

Workflow

Workflow Diagrams

Click a box below to view the related tutorial.


START
START


End
End


Download the Procore Imports Application
Download the Procore...


Generate Submittals from Specifications (Submittal Builder)
Generate Submittals f...


Download the Submittals Import Template
Download the Submitta...


Update the Submittals Import Template
Update the Submittals...
Do you want to use Procore Imports to create submittals?
Do you want to use Pr...
or
or
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...
Do you want to use Submittal Builder to create submittals?
Do you want to use Su...


Prepare Submittals for Import
Prepare Submittals fo...


Import Submittals into your Project Level Submittals Tool
Import Submittals int...


Respond to a Submittal as an Approver
Respond to a Submitta...


Forward a Submittal for Review
Forward a Submittal f...


Create a Submittal
Create a Submittal


Edit a Submittal
Edit a Submittal


Upload and Submit a Submittal
Upload and Submit a S...


Respond to a Forwarded Submittal
Respond to a Forwarde...


Distribute a Submittal
Distribute a Submitta...


Close a Submittal
Close a Submittal


Create a  Submittal Revision
Create a  Submittal R...
LEGEND
LEGEND
Submittal Manager
Submittal Manager
Submitter
Submitter
Outside Submittals tool
Outside Submittals tool
Optional Step
Optional Step
Approver
Approver
Reviewer
Reviewer


Send a Completed Submittals Import Template to Procore
Send a Completed Subm...