Procore Submittals in Part3

When you're assigned to a submittal in Procore, there are TWO different ways to respond.

Option 1: This article is the 'vanilla' way (for lack of a better term 🤷).

Option 2: Step-based submittals. Check out this article for the 2nd way. 👁️

Once a new Submittal is created in Procore, it will automatically sync in Part3, and the consultants can begin their review.

In this article we'll cover how to add collaborators, respond to submittals, and of course, return them to the General Contractor.

When you first come into a submittal, have a look at whose name is in the 'Ball in Court' area.

If you're name is in the Ball in Court or you've been added as a Collaborator, your step will be highlighted with a blue outline. If it's blue, it's time to review!

Reviewing a Submittal

Step 1: In your blue-outlined section, click the orange 'Add response' button to attach the submittal to your workflow so you can begin your review. You have a few options

• Option 1: Click “Select from this workflow” to bring in the latest version of the drawing — this could be from the General Contractor or another reviewer earlier in the workflow.
• Option 2: Upload your own attachment(s).
• Option 3: Do both!

Step 2: Click the green “Review” button to open the submittal using the annotation tools. When you’re done, click the “<” button in the top left to return to the main submittal view.

Step 3: Click the orange “Edit Response" button to include your review status, and any optional review notes.

Step 4: Click the blue “Return to [Name]” button to complete your review and send it to the next person in the workflow. 🙌

To Add Collaborators to Your Review:

1. Click Collaborators within the active step:

   

2. Select the Users you'd like to add to the Review, then click Update:

   

3. An email notification will be sent out to the selected Users, a new Task will be created for them in Part3, and a label will now show next to the Reviewer's name indicating the number of Collaborators you invited to the Review:

   

Completing the Review in Part3:

Upon completion, Approvers can 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