Guía de preparación

Overview

If you are a user who has been granted 'Admin' level permissions to the Project level Submittals tool, there are a variety of settings that you can configure and manage for a project.  

Prerequisites

Before you can configure and manage the Submittals tool on a project, it must be enabled by a user with 'Admin' level permissions to the Project level Admin tool. 

• Habilitar la herramienta Submittals

Preparation Phase

Before you configure the settings for the Project level Submittals tool, review the following articles to determine if your project will require the following tasks to be performed by a Procore Implementation Manager or Customer Success Manager:

• Request to Enable Submittals Schedule Calculations
• Solicitar una importación de submittals

Configuration and Management Phase

The following settings can be configured by a user with 'Admin' level permissions to the Project level Submittals tool. 

• Configure los ajustes de administrador: Herramienta Submittals
  • Configurar los ajustes de la herramienta Submittal
    • Crear la Lista de distribución predeterminada para nuevos submittals
    • Set the Sort Order for Submittal Log Items
    • Establecer el orden de clasificación para los ítems del paquete de submittals
    • Add Custom Text Fields to the New Submittals Page
    • Establecer una fecha de vencimiento predeterminada para Submittals
    • Mark New Submittals as Private
    • Alert Reviewers About Reviewer Comments
    • Alert Members of the Distribution List About Reviewer Comments
    • Creación de alertas sobre los comentarios de los revisores
    • Alert Reviewers About Overdue Submittals
    • Customize the Submittal Response Configuration
  • ​Crear reportes personalizados para la herramienta Submittals
  • Set User Permissions for the Submittals Tool
  • Cree una lista de tipos de Submittals personalizados

Próximos pasos

• Create a Submittal
• Crear un paquete de submittals con flujo de trabajo de submittal