Submittals
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Submittals tool?
Submittals Tutorials | None | Read Only | Standard | Admin | |
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Add a Related Item to a Submittal |
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Add a Related Item to a Submittal Package |
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Add a Submitter and Approvers to the Submittal Workflow |
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Add an Existing Submittal to a Submittal Package |
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Apply a Submittal Workflow Template to a Submittal |
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Bulk Edit Submittals in a Package |
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Bulk Review Submittals in a Package |
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Change the Ball in Court on a Submittal |
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Close a Submittal |
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Configure Advanced Settings: Submittals Tool |
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Create Custom Submittal Log Statuses |
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Create Custom Submittal Responses |
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Create a Bluebeam Studio Session |
| The Procore + Bluebeam integration is required. | |||
Create a Custom Submittals Report (Any) |
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | |||
Create a Custom Submittals Report (Personal) |
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| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | ||
Create a New Submittal in a Submittal Package |
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Create a Submittal |
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Create a Submittal Package |
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Create a Submittal Revision for Any Submittal |
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Create a Submittal Revision for Submittals You Created |
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Customize the Column Display in the Submittals Tool |
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Delete a Custom Submittal Report |
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Delete a Submittal |
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Delete a Submittal Package |
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Designate the 'Default Submittal Manager' for the Submittals Tool |
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Distribute a Submittal |
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Distribute the Submittals in a Package |
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Download a Submittal's Attachments |
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Edit a Custom Submittal Report (Any) |
| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | |||
Edit a Custom Submittal Report (Personal) |
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| Users also need 'Read Only' level permissions or higher to the project's 360 Reporting tool. | ||
Edit a Submittal (Any Creator or Status) |
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| 'Standard' level users can edit certain fields when they are the Submittal Manager. | ||
Edit a Submittal You Created ('Open' and 'Draft') |
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| Users with the granular permission can only edit certain fields. | |
Edit a Submittal Package |
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Edit a Submittal Response |
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Enable Submittals Schedule Calculations |
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Enable the Submittals Tool |
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Export a Custom Submittals Report |
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Export a Submittal |
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Export the Submittals Log |
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Finalize a Bluebeam Studio Session |
| The Procore + Bluebeam integration is required. | |||
Forward a Submittal by Email |
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Forward a Submittal for Review |
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Generate a PDF of a Submittal in a List |
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Generate a QR Code for a Submittal |
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Manage Personal Submittal Markup Stamps |
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Manage Submittal Workflow Templates |
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Mark a Submittal as Private |
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Perform Bulk Actions on a Submittal |
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Redistribute a Submittal |
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Remove a Submitter or Approver from the Submittal Workflow (Any Creator or Status) |
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| 'Standard' level users must also be the Submittal Manager. | ||
Remove a Submitter or Approver from the Submittal Workflow for Submittals you Created ('Draft' and 'Open') |
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Resend the Submittals in a Package for Review |
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Resize the Column Width in the Submittals Log |
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Respond to a Forwarded Submittal as a Reviewer |
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Respond to a Submittal as an Approver |
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Respond to an Action Required Email for a Submittal Package as an Approver |
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Retrieve a Submittal from the Recycle Bin |
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Review Submittal PDF Attachments |
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Scan a Submittal QR Code |
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Search and Filter for Submittals |
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Send a Completed Submittals Import Template to Procore |
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Send the Submittals in a Package for Review |
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Set Up Submittal Schedule Calculations |
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Share a Custom Submittal Report (Any) |
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| Users also need 'Read Only' level permission or higher on the project's 360 Reporting tool. | ||
Share a Custom Submittal Report (Personal) |
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| Users also need 'Read Only' level permission or higher on the project's 360 Reporting tool. | ||
Switch Between Submittals Views |
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Upload and Submit a Submittal |
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Use Bulk Actions > Apply Workflow in the Submittals Tool |
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Use Bulk Actions > Delete in the Submittals Tool |
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Use Bulk Actions > Edit in the Submittals Tool |
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Use Bulk Actions > Retrieve in the Submittals Tool |
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View a Submittal (Not Private) |
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View a Submittal (Private) |
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| 'Read Only' and 'Standard' level users can view private submittals if they are the Creator, Submittal Manager, in the Submittal Workflow as a Submitter or Approver, or on the Distribution List. | |
View a Submittal for Users within the Same Company (Private) |
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| For users with 'Read Only' and 'Standard' permissions, you or a user at your company must be the submittal's Creator, Submittal Manager, in the Submittal Workflow as a Submitter or Approver, or on the Distribution List. | |
View a Submittal Package |
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View Submittal Attachments |
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View the Submittal Approvers Response Time Report |
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