Create Custom Submittal Types

A user with 'Admin' level permissions to the Admin tool can create custom submittal types that will appear in the 'Type' drop-down menu when a user creates a submittal in the project's Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

1. Navigate to the Company level Admin tool.

2. Under "Tool Settings," click Submittals.

3. Under Custom Submittal Types, do the following:

   • Click Create Type.

   • Enter the name of the submittal type.

   • Enter a description of the submittal type.
     Note: A quality description significantly increases Procore's ability to make predictions when generating a Submittal Register.

   • Click Create.
     The system adds the new submittal type to the list.

4. Click the toggle button on or off to make the submittal type available or unavailable on all of your projects.