How to Build a Submittal Workflow Template (Procore Web)
Role
PCs
Objective
To build a submittal workflow template for use with the Project level Submittals tool.
Steps
- Navigate to the project's Submittals tool.
- Click Configure Settings.
This opens the Submittal Settings page.
- Click Submittal Workflow Templates in the right pane.
4. Under Submittal Settings, do the following:
Note: An asterisk (*) indicates a required field.
a. *Template Name. Type a name for your new submittal workflow template. This is a required field.
b. *Name. Start typing a project user's name in the Search box. Then select the appropriate user(s) from the list.
c. Role. Select Approver.
d. Days to Submit/Respond. Enter a number of days for the approver to submit a response. The default value is 14 days.
- Click Add Step.
- Repeat these steps to add another reviewer (or group of reviewers) to the workflow.
- (Optional) If you want to add another template, click Add New Template. Then repeat the steps above.
- Click Update. Your new template will be available (i.e., either as the default submittal workflow template or as a template that you can select) when you create a submittal.
Refer to the coordinating manual for further details regarding Submittals, see link below.