Create a Submittal Package

To create a new submittal package.

A submittal package is a container that stores one or more submittals. Typically, a general contractor creates submittal packages that list all of the individual submittals specific to a particular trade or_subcontractor_. For example, one might create a submittal package to contain all of the plumbing-related submittals in a commercial building project.

• Required User Permissions:

  • To create a submittal package:* 'Admin' level permissions on the Submittals tool.
    OR* 'Read Only' or 'Standard' level permissions on the Submittals tool with the 'Create Submittal Package' granular permission enabled on your permissions template.

• Limitations:

  • A submittal can only be added to one (1) submittal package. However, you can move a submittal from one package to another when editing the submittal. See Edit a Submittal.

1. Navigate to the project's Submittals tool.

2. Click +Create > Submittals Package .

3. In the 'General' tab, complete the data entry in the 'General Information' area as follows:
   Note: An asterisk (*) denotes a required field.

   • Title: Enter a descriptive name for the submittal package.

   • Spec Section: Depending upon whether the Project level Specifications tool (see Specifications) is enabled or disabled on the project, choose one of these options:* If the Specifications tool is enabled on the project: Select the appropriate spec section for the submittal package from the drop down list.
     Note: If you want to create a new Spec Section in the Specifications tool, click the Create New Spec Section option. In the Create New Specification Section window, enter a new Spec # (this is a required field) and Description. Then click Create Spec Section.
     OR* If the Specifications tool is not enabled on the project: Type the corresponding spec section number for the submittal in the field. The number you enter here should always correspond to the appropriate section of the project's spec book.

   • Number: Enter a number for the submittal package. The system automatically fills in this field with the next available number, but you can enter a different number.
     Note: If you enter a number already used for another submittal package, the 'Duplicate Numbers' window displays.* To use the next available number for the submittal package, click Use Next Available.
     OR* To use the duplicate number you entered for the submittal package, click Continue.
     OR* To use a different and unique number for the submittal package, click Cancel and enter a new number for the submittal package.

   • Description : Enter a descriptive summary about the submittal package. This description is visible to the reviewers designated in the Design Team Workflow, the responsible subcontractor, and members of the package's distribution list.

   • Package Attachments: Choose from these options to add file attachments to the submittal item:* To move files from your computer or a network location into Procore, select the desired file(s) and use a drag-and-drop operation to place them in the grey Drag and Drop File(s) area.* To select a file stored in the Drawings tool (see Drawings), click Attach File(s) and choose Select a Drawing from Procore from the shortcut menu.* To select a file stored in the Documents tool (see Documents), click Attach File(s) and choose Select a File from Procore from the shortcut menu.
     Note: If your company has integrated third-party tools with Procore, additional options may appear in the shortcut menu.* To upload a file from your computer, click Attach File(s) and choose Upload a File From Your Computer from the shortcut menu.

4. If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.

5. If you want to create a new submittal in this package, see Create a New Submittal in a Submittal Package.

6. Click Create Package.
   A GREEN banner appears to confirm that the system successfully created the new submittal package.