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Procore (en-CA)

Add Items to a Transmittal

Objective

To add items to a transmittal using the project's Transmittals tool.

Things to Consider

  • Required User Permission
    • To edit an existing transmittal, 'Admin' level permission on the project's Transmittals tool.
    • To add items when creating a transmittal, 'Standard' level permission or higher on the project's Transmittals tool.
  • Prerequisites:
  • c
  • Additional Information:
    • If you want to attach a PDF or other document attachment to a transmittal, you can do so when you select one of the following from the 'Format' drop-down list under items: Documents, Plans, Prints, Samples, or Shop Drawings

Background

The Transmittals tool lets you keep a record of project information that has been sent to others via fax and shipping. When you create and send a transmittal, all of the transmittals information is captured and stored with your Procore project, including the names of the sender, recipient and relevant dates. For example, perhaps a user's email system is down and the only way to send an official response is via fax or a phone call. In such cases, transmittals can be used to properly keep track of these correspondences inside of Procore for historical record and audit purposes. 

Steps

  1. In the New Transmittal page, scroll down to the Items area. 
  2. Select an item from the Format drop-down list.
    Notes:
    • You can add multiple items to a transmittal. 
    • When adding items to a transmittal, the system lets you attach multiple files at once for these formats: DocumentsPlansPrintsSamples, and Shop Drawings. See How do I attach multiple files at once to a transmittal? 



      Depending on the Procore tools that are enabled in your environment, you may have these options:
  3. Click Add
    Note: If you attached multiple files to the transmittal, each file is added as a separate line item. 
  4. Repeat the steps above to add additional line items. 
    The illustration below shows you an example of a completed Items area. 
    Note: The system does NOT permit you to edit existing items. If you need to correct an item, click the RED 'x' to delete it. Then add the item again. 


     
  5. Continue with Add Comments to the Transmittal