Collaborating on Procore Submittal Reviews

Part3 enables your teams to collaborate further by working together in Procore Submittal Reviews.

To do so:

1
Once invited, click Contribute > on the new Task created under Tasks in your Project to start working with the Approver:
Screen Shot 2022-09-13 at 9.01.29 PM.png
2
The Submittal will open. Click Edit review to add your comments and files, then click Update:
Screen Shot 2022-09-13 at 8.57.10 PM.png
3
Change the status if necessary, then click Send to send it back to the Approver:
Screen Shot 2022-09-13 at 9.04.03 PM.png

Doing this will only send it back to the Approver, and not to Procore. Authorized Approvers (assignees) are the only Users that can send these changes back to Procore.

Revising a Review:

In case you need to make corrections to your comments or files, simply click on Revise to open the Submittal for edits again:

Screen Shot 2022-09-13 at 9.12.55 PM.png

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

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