to a specific group - for example, a distribution list for the Contract
return $(this).data("locale");
Center generates and displays an email (instead of Info Exchange transfer
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
Edit a Submittal Response - Procore (en-CA) return subdomain;
If no response is received, a reminder is sent once a dayfor 45 days. termObject[index].header = terms[index];
}
The newest and most up-to-date schedule must also be regularly compared to the baseline schedule, since it will change hundreds or thousands of times throughout the course of a project. It also helps to ensure that a response from all key decision makers has been captured in theProcore application, to ensure that your project team keeps an accurateaudit trail of all submittal approvals. var listedLocales = $(".localization-group")
$(function(){
[CDATA[*/
this.start=function(){var a=this;window.addEventListener?window.addEventListener("load",function(){a.go()},!1):window.attachEvent&&window.attachEvent("onload",function(){a.go()})}};
start using the connector at any time. }
if (document.querySelector("#mt-summary")) {
});
/*]]>*/
window.Procore.metrics.user = window.Procore.metrics.user || {};
$(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right');
}
let termObject = []
/**/
return "es-419";
[CDATA[*/document.addEventListener("DOMContentLoaded", function() {
function getLocaleBySubdomain(subdomain) {
/*]]>*/
try{(new g(100,"r","QSI_S_ZN_6otcNWnvNuWtiwl","https://zn6otcnwnvnuwtiwl-procore.siteintercept.qualtrics.com/WRSiteInterceptEngine/?Q_ZID=ZN_6otcNWnvNuWtiwl")).start()}catch(i){}})();
var pageId = document.querySelector("#mt-summary").dataset.pageId;
var pageId = document.querySelector("#mt-summary").dataset.pageId;
'userId': json['userId']
styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`;
/*]]>*/
else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){
var dataLayer = window.dataLayer || {};
}
'&l='+l:'';j.async=true;j.src=
window.Procore.metrics.user.mtid = json['userId'];
")[0];
box.appendChild(text);
});
when you receive a Pending Incoming submittal.
or RFI must be in an Open status in Procore. This opens the submittal in edit mode.
/* {
Recipients would then have to keep track of the PDF manually. function getLocaleBySubdomain(subdomain) {
if (subdomain == "support") {
section.append(firstElement);
const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => {
/*]]>*/
if (!json['userIsAnonymous']) {
}
let definitionsSections = [document.querySelectorAll(definitionSelector)];
Click the Items tab. }
function hideOtherLocales() {
This feature allows users to see who is currently sitting on the submittal and could potentially be holding up the process. var dataLayer = window.dataLayer || {};
const subdomain = getSubdomain();
[CDATA[*/
const noAlphabetArray = ['zh-cn'];
'Standard'level permissions or higher on the project's Submittals tool andthe current, If your company has created custom submittal responses (see, If an approver has forwarded a submittal to you for review, see. function getSubdomain() {
});
Resize the Column Width in the Submittals Log. 2. $('.deprecated-video').show();
return subdomain;
[CDATA[*/
this.start=function(){var a=this;window.addEventListener?window.addEventListener("load",function(){a.go()},!1):window.attachEvent&&window.attachEvent("onload",function(){a.go()})}};
/*]]>*/
if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) {
/**/
styleElement.setAttribute("type", "text/css");
.get();
When all required members of that group submit a response (for example, Approved, Approved as Noted and so on. termObject.sort(compareFun);
})
});
if (subdomain == "de") {
});
const locale = getLocaleBySubdomain(subdomain);
}
return new Intl.Collator(language).compare(a.title, b.title);
[CDATA[*/
}
let thisurl = window.location.href;
$('.deprecated-video').show();
})(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/
function getLocaleBySubdomain(subdomain) {
[CDATA[*/document.addEventListener("DOMContentLoaded", function() {
let sortTerms = (elementType, section, skipFirst) => {
definitionsSections.forEach(section => sortTerms(sortItemSelector, section, skipFirst));
})
$(this).find('.arrowclass').addClass('fas fa-chevron-down');
liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK');
you can set up a rule for that account's mailbox to auto-forward all mail
if (!json['userIsAnonymous']) {
}
box.appendChild(text);
termObject.forEach((element) => {
});
Procores cloud-based project management software has the ability to send reminders based on current, time-sensitive tasks.
}
To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. document.head.appendChild(styleElement);
});
});
}
let termHeaders = terms.map(e => e.innerText)
'.localization-group[data-locale="else"] {\ndisplay: unset;\n}';
/*]]>*/
/**/
window, click, AU: +61 1 800 431 456 | NZ: +64 800 005 210. Management team. section.innerHTML = '';
const locale = getLocaleBySubdomain(subdomain);
The system sends an email notification to any user types selected in the 'Reviewer Responds (via Workflow)' email configuration after you save your response. [CDATA[*/
$(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right');
}
")[0];
[CDATA[*/document.addEventListener("DOMContentLoaded", function() {
const subdomain = getSubdomain();
If you receive an email from Procorewith the subject line "Action Required for Submittal,"do the following: The system sends an email notification to any user typesselected in the 'Approver Role Responds (via Workflow)' email configuration after you save your response. j=d.createElement(s),dl=l!='dataLayer'? document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); The newest and most up-to-date schedule must also be regularly compared to the baseline schedule, since it will change hundreds or thousands of times throughout the course of a project. const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => {
/*]]>*/
/*]]>*/
function getLocaleBySubdomain(subdomain) {
termObject.sort(compareFun);
$(this).find('.arrowclass').addClass('fas fa-chevron-circle-right');
'event': 'setUserId',
}
/*]]>*/.
Optional:Review Submittal PDF Attachments.
if (subdomain == "de") {
$(this).find('.arrowclass').removeClass('fas fa-chevron-down');
else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){
Without a way to track the status of your submittals and who needs to take action, the entire project could fall behind.
/* {
return "es-419";
window.Procore.metrics.user.mtid = json['userId'];
if ($('.deprecated-video').length) {
else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){
/*]]>*/
let definitionsSections = [document.querySelectorAll(definitionSelector)];
styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`;
if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){
$('.collapsible').find('.trigger').on('click',function(){
var listedLocales = $(".localization-group")
/*]]>*/
SeeWhen does the Submittals tool send email notifications to Procore users? $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down');
/*]]>*/
window.Procore.metrics.user = window.Procore.metrics.user || {};
}
Procore can also be configured to send out weekly look-ahead schedules automatically.
Only PDF attachments uploaded to a submittal can be renamed in the project's Submittals tool. hideOtherLocales();
/*]]>*/
$(function(){
const subdomain = getSubdomain();
'.localization-group[data-locale="else"] {\ndisplay: unset;\n}';
termObject.sort(compareFun);
.map(function () {
/*]]>*/
var listedLocales = $(".localization-group")
const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => {
let firstElement = section.firstElementChild;
Complete
")[0];
If an approver'sresponse becomesoverdue, the system sends an automated email reminder to the reviewer until a response is submitted.
[CDATA[*/
Prior to Project Center 12.4.5, only ONE
$(this).find('.arrowclass').removeClass('fas fa-chevron-right');
})(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/
}
/*]]>*/
To select one or more of the submittals in the list, mark the check box to the left of each desired submittal.
Select Files to Send dialog box
});
'event': 'setUserId',
if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){
}
and RFIs sent from Procore appear in Project Center as Pending
var text = document.createElement("p");
Add Assignees to an RFI as an Assignee on an RFI. 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
section.innerHTML = '';
Lets Talk About the Problems Your Success Created and How to Identify Them, Five Key Risks to Consider When Evaluating Construction Technology Vendors, Selecting Strategic Partners in Construction Technology for Long Term Success, Taking a Modern Approach to Mental and Physical Safety in Construction.
})
Projects can
let terms = [section.querySelectorAll(elementType)]
[CDATA[*/
Optional:Review Submittal PDF Attachments.
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
if (subdomain == "fr") {
/*]]>*/
The Ball In Court shifts back to the user who forwarded the submittal to you for review and the system sends them an email notification to tell them their action is required. return "fr-fr";
text.innerText = `Page ID: ${pageId}`;
'&l='+l:'';j.async=true;j.src=
/*]]>*/
const compareFun = (a, b) => {
let subdomain = host.split(". });
var pageId = document.querySelector("#mt-summary").dataset.pageId;
window.Procore.metrics = window.Procore.metrics || {};
/**/
$(this).find('.arrowclass').addClass('fas fa-chevron-circle-down');
How are the date columns in submittal custom reports - Procore (en-GB)
$(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right');
[CDATA[*/
You will need to follow the regular
will open and the user will need to select Procore as the send method,
Use Bulk Actions > Apply Workflow in the Submittals Tool - Procore
$(this).find('.arrowclass').addClass('fas fa-chevron-down');
styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`;
Important note: Prior to version 12.4.5, Project
$(function () {
};
/*]]>*/
window.Procore.metrics.user = window.Procore.metrics.user || {};
return $(this).data("locale");
if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){
text.innerText = `Page ID: ${pageId}`;
see Set up the Procore Connector. const language = 'en-au' //Change this two lines during localization
dataLayer.push({
/*]]>*/
if (subdomain == "fr") {
/* {
[CDATA[*/(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
});
.map(function () {
Procore to Project Center Workflow for Submittals and RFIs - Newforma const locale = getLocaleBySubdomain(subdomain);
/**/
document.head.appendChild(styleElement);
let styleElement = document.createElement("style");
$(this).find('.arrowclass').removeClass('fas fa-chevron-down');
}
termHeaders.forEach((title, index) => {
/**/
if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) {
return "fr-fr";
document.head.appendChild(styleElement);
})
All submittals
[CDATA[*/
else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){
this.get=function(a){for(var a=a+"=",c=document.cookie.split(";"),b=0,e=c.length;b*/
var box = document.querySelector(".mt-collapsible-section");
Submittals must be in 'Draft' or 'Open' status in order to change the Action Required By (ARB). const locale = getLocaleBySubdomain(subdomain);
Contributors include construction news writers, thought leaders and industry pros.
else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){
Incoming with the Via method
function getSubdomain() {
Neither action affects the
/*Respond to a Submittal as an Approver - Procore (en-CA)
'.localization-group[data-locale="else"] {\ndisplay: unset;\n}';
liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK');
termObject[index].header = terms[index];
liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK');
$(this).find('.arrowclass').removeClass('fas fa-chevron-right');
'&l='+l:'';j.async=true;j.src=
return $(this).data("locale");
The centralized repository prevents delays by sifting through emails to find relevant information.
j=d.createElement(s),dl=l!='dataLayer'? $(this).find('.arrowclass').addClass('fas fa-chevron-right');
Note that the Ball in Court assignee must also be on
; Click the Items, Packages, Spec Sections or Ball In Court tab.
});
Between permitting, inspections, and obtaining materials and equipment, it's important to identify any possible bottlenecks before you can figure out how to prevent them. The creator of a submittal adds one or more approvers to the submittal workflow(see Add Usersto the Submittal Workflow). if ($('.deprecated-video').length) {
var listedLocales = $(".localization-group")
if (subdomain == "fr") {
$('.deprecated-video').show();
return "es-419";
termHeaders.forEach((title, index) => {
/**/
Choose from these options: To delete a workflow group Locate the desired row.
box.appendChild(text);
In the 'Submittal Workflow' table, click Open next to the PDF . Legal How-To: Changing Your Court Date - FindLaw
function getAllLocales() {
}
Locate the submittals to modify in the Items, Packages, Spec Sections or Ball In Court tabs. if (subdomain == "de") {
'userId': json['userId']
termHeaders.forEach((title, index) => {
definitionsSections.forEach(section => sortTerms(sortItemSelector, section, skipFirst));
var dataLayer = window.dataLayer || {};
[CDATA[*/
/*]]>*/
The same Ball in Court user should
j=d.createElement(s),dl=l!='dataLayer'?
window.onload = function () {
[CDATA[*/(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
if (subdomain == "de") {
return $(this).data("locale");
})
window.Procore.metrics.user = window.Procore.metrics.user || {};
[CDATA[*/
section.append(firstElement);
if (subdomain == "fr") {
/* 'event': 'setUserId',
else {
Project Center receive pending submittal workflow to identify the submittal
Courts will be more lenient if they're given more time to reschedule your case. 'Admin' level permissions on theproject's Submittals tool. /* {
[CDATA[*/
termObject.sort(compareFun);
When a Submittal is Closed, this column is equal to Approver Return Date - Approver Due Date. }
window.Procore.metrics.user.mtid = json['userId'];
});
Approver Due Date Variance. $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right');
However,
styleElement.innerText = `.localization-group:not([data-locale*='${locale}']) {\ndisplay: none;\n}\n`;
/*]]>*/
}
}
let termHeaders = terms.map(e => e.innerText)
else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){
$(this).find('.arrowclass').removeClass('fas fa-chevron-down');
$(this).find('.arrowclass').removeClass('fas fa-chevron-right');
}
function hideOtherLocales() {
return "de-de";
});
Project Center - Procore connector. $(this).find('.arrowclass').addClass('fas fa-chevron-right');
'userId': json['userId']
$(this).find('.arrowclass').removeClass('fas fa-chevron-down');
if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) {
if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) {
/*]]>*/
else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){
/*]]>*/
Only submittals/RFIs
You can select from the list of Expected Submittals
styleElement.setAttribute("type", "text/css");
hideOtherLocales();
Shift the Ball In Court on an RFI - Procore }
this.go=function(){if(this.check()){var a=document.createElement("script");a.type="text/javascript";a.src=g+ "&t=" + (new Date()).getTime();document.body&&document.body.appendChild(a)}};
/*]]>*/
/* {
$(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right');
}
else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){
});
if (!json['userIsAnonymous']) {
The designation changes in sequential order until all required submitter(s) and approver(s) have submitted their response.
termObject.forEach((element) => {
dataLayer.push({
else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){
(function(){var g=function(e,h,f,g){
}
liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK');
let styleElement = document.createElement("style");
}
Enter a new name for the attachment and press ENTER on your keyboard. const compareFun = (a, b) => {
if (subdomain == "support") {
one person to the Ball in Court field may cause the item to bypass the
window.onload = function () {
section.append(firstElement);
$(this).find('.arrowclass').removeClass('fas fa-chevron-right');
On your traffic ticket or summons, you'll find a phone number for the court. be selected for all Submittals and RFIs on the connected project. How are templates created in Portfolio Financials? [CDATA[*/
[CDATA[*/document.addEventListener("DOMContentLoaded", function() {
$('.deprecated-video').show();
Change the Action Required By on a Submittal - Procore (en-GB) var box = document.querySelector(".mt-collapsible-section");
$(this).find('.arrowclass').addClass('fas fa-chevron-circle-right');
if (subdomain == "fr") {
if (subdomain == "de") {
var dataLayer = window.dataLayer || {};
Your email address will not be published.
function hideOtherLocales() {
Renaming a PDF attachment will automatically update its name in each step of the submittal's workflow where the attachment was included. if (subdomain == "support") {
}
fields.
});
return new Intl.Collator(language).compare(a.title, b.title);
let sortTerms = (elementType, section, skipFirst) => {
if ($('.deprecated-video').length) {
'event': 'setUserId',
})(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/
")[0];
Click View next to the RFI you want to shift the Ball In Court responsibility for. $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down');
Review the submittal's information and any included attachments. if (subdomain == "de") {
$(this).find('.arrowclass').addClass('fas fa-chevron-right');
1. /* {
'.localization-group[data-locale="else"] {\ndisplay: unset;\n}';
}
$(function () {
Jobsites popular Weekly Grind column features breaking construction news from around the globe.
/*]]>*/
})
Shift the Ball In Court on an RFI - Procore (en-CA) $(function () {
(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-65721316-31','en-ca.support.procore.com',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'success.mindtouch.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})}); To respond to a submittal that was forwardedto you forreview by a member of the submittal workflow.