Procore Submittals in Part3

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!

Make sure you've authorized your own account so you can return your submittals to Procore. Click here to learn how.


Reviewing a Submittal

In your review area, click the orange 'Add response' button.

In your response area, you now have the option to add an attachment so you can start your review.

Option 1: Click 'Select from this workflow' to bring in the latest version of the drawing. This may be directly from the General Contractor, or from someone in a previous step.

Option 2: Upload your own attachments.

Option 3: Do both!


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:

Click here to learn more about collaborating on Procore Submittals.


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

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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