Procore - Help and Troubleshooting
In this article, we'll talk about the following issues and how to fix them 🙌
- Can't return a submittal or RFI?
- Not seeing the latest submittals or RFIs?
- Receiving an error pop-up
Can't return the submittal or RFI
If you're responding to a submittal or RFI but you can't return it, there can be a couple of reasons.
#1 Make sure you've authorized your connection.
To return something to Procore, they want to make sure you're the right person. Check out this article on how to 'Authorize your account'.
#2 You must be the person who has the Ball in Court to see a 'Return to Procore' button.
If you're added as a collaborator, you will see the option to send your response to the person who owns the step (aka, the person who asked you to collaborate).
We also recommend using the comments section at the bottom of the page to @ mention the person to let them know you're done 👍
#3 You may need to re-enter your RFI response, then hit return again.
On the rare chance that you have the ball-in-court, but aren't able to return the RFI, you may need to add a new response. Sometimes Procore has already synced the response and will not accept the same response.
In this scenario, add a new response such as 'Refer to the response above' or similar.
Note: When consultants return a submittal or RFI the status bar in the top right corner will move to 'Returned'. Only the general contractor who owns the Procore project can shift the status to 'Closed'
Missing Submittals and RFIs
If you ever notice that you're missing submittals or RFIs, there are a few reasons why it could be happening, and a few different ways to fix it.
#1 Your logs may not be synced.
To fix this, click the 'sync' button in the top right corner of the main logs page. This will trigger Part3 to run a check in the background to make sure Part3 has the latest and greatest submittals/RFIs.
#2 Your document may not be synced.
If the GC tells you they updated a submittal or RFI, but you don't see the update...click the 'sync' button in the top right screen.
This type of sync is document-specific (unlike syncing at the logs page). This will pull in all of the latest documents, steps, wording, etc...
#3 You can see a submittal/RFI in Procore but not Part3
If you can see a submittal or RFI in Procore but not Part3, try syncing your logs as mentioned in option 1 here. If nothing changes, reach out to support@part3.io
To help us troubleshoot this quickly for you, please copy and paste the URL from Procore into the message you send us. This will help us track down the missing document.
Receiving an Error
If you receive an error message when returning a submittal or RFI, please reach out so we can investigate and solve the problem!
Using the support beacon in the bottom right-hand corner of the app is the best way to get in touch and gives us a headstart on where you're at in the app.
