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:

Screen Shot 2022-09-13 at 5.17.03 PM.png

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:

1
Click Edit review within the active step:
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2
Add your comments and drag and drop / select files from your local drive to attach them to the Review, then click Update:
Screen Shot 2022-09-13 at 6.31.28 PM.png

To Add Collaborators to Your Review:

1
Click Collaborators within the active step:
Screen Shot 2022-09-13 at 8.25.11 PM.png
2
Select the Users you'd like to add to the Review, then click Update:
Screen Shot 2022-09-13 at 8.25.49 PM.png
3
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:
Screen Shot 2022-09-13 at 8.45.14 PM.png

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:

Screen Shot 2022-09-13 at 9.17.08 PM.png

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):

Screen Shot 2022-09-13 at 9.23.22 PM.png

Once the Submittal has been distributed in Procore, the status will change to Closed:

Screen Shot 2022-09-13 at 9.27.29 PM.png

NEXT UP: Procore RFIs in PART3

As always, if you have any questions or see an issue with this document, please contact us at support@part3.io

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