Create Submittal Template for Procore Step-Based Submittals
In this article we'll cover how to create a custom template for step-based submittals. This will allow you to easily select your template group, for when it comes time to adding reviewers to submittals, to cut down on time.💫
Click here to watch a short video explaining the process! 👀
To Get Started
Step 1: Make sure stepped-based submittals are toggled on. To do this, go to your project settings, document settings, submittals, and toggle on use step-based submittals".
Step 2: Select Create Template which is located below use step-based submittals toggle.
Step 3: Add information to the template to create. Include the Template Name, Manager, and +Add assignees to add specific users to the steps. Select their role from the dropdown as 'reviewer or submitter'. Change the review period to align with your project. Select Create.
Hot Tip: Pay close attention to the box next to a users name. If the box is checked ✅, they will be required to review. If the box unchecked 🔲 , their response is not required!
You can also select multiple people from the same discipline in a step.
Step 4: Your new submittal template will now appear below the above use step-based submittals toggle.
Step 5: Open an active submittal and select Use Template, to locate your custom template from the dropdown menu, which will pre-populate the steps create above!
Hot Tip: Primes can always edit a template by selecting the '...' next to the template name, and select 'edit'!
As always, if you have any questions or see any issues with this article, please reach out to us by emailing support@part3.io