Procore Submittals in PART3
Once a new Submittal is created in Procore, and after synchronization is complete, the Submittal will appear under the Submittals tab in the connected Project and Approvers will have the ability to review and respond to it directly in Part3 (following the workflow setup in Procore).
In Part3, the Ball in Court field will be populated by the name of the User required to review the Submittal and the active step will be highlighted for clarity:
A Submittal could have multiple Approvers, and they will show in Part3 following the same sequence set up in Procore.
In order to submit changes to the Submittal, Approvers need to be authenticated and authorized in Procore. Part3 will validate this and request to authenticate in Procore if needed.
To Edit a Submittal Review:
Edit review within the active step:
Add your comments and
drag and drop /
select files from your local drive to attach them to the Review, then click
To Add Collaborators to Your Review:
Collaborators within the active step:
Select the Users you'd like to add to the Review, then click
A label will now show next to your name indicating the number of Collaborators you invited to the Review, and an email will be sent out to the selected Users:
Click here to learn more about collaborating on Procore Submittals.
Completing the Review in Part3:
Upon completion, Approvers change the status to indicate that the Submittal has been reviewed, then click Send to Procore to send all updates back to Procore:
The status will change to Returned, and the Ball in Court field will be updated to show either the next Approver in the sequence or the name of the Submittal manager (once all Approvers have reviewed the Submittal):
Once the Submittal has been distributed in Procore, the status will change to Closed:
NEXT UP: Procore RFIs in PART3
As always, if you have any questions or see an issue with this document, please contact us at email@example.com