Procore Can Subcontractor Send Link to Plans for Shop Drawings

Create a Transmittal

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Objective

To create a transmittal using the project'southward Transmittals tool.

Background

Using the project's Transmittals tool, you lot tin can create a record of project information that has been sent to others via fax and shipping channels. When you create a transmittal and email a copy of it to your recipients, all of the data is captured and stored with your Procore project, including the names of the sender, recipient, and whatsoever relevant dates. For case, perhaps a user's email system is down and the merely fashion to ship an official response is via fax or a telephone call. In such cases, you would want to create a transmittal in order to go along rails of the correspondence, then a historical tape is available for inspect purposes in Procore.

Things to Consider

• Required User Permissions:
  • To create a transmittal, 'Standard' or 'Admin' level permissions on the project's Transmittals tool.
  • To exist added to the 'To' or 'Cc' fields on a transmittal, the user must be added to the Project Directory. Encounter Add a User Account to the Project Directory.

Steps

Create a Transmittal

1. Navigate to the project'southward Transmittals tool.
2. ClickCreate.
   
3. Go on with these steps:
   • Add together Full general Information to the Transmittal
   • Add Items to the Transmittal

Add together General Information to the Transmittal

1. Scroll to Full general Information.
2. Complete the data entry as follows:

   • Number: Procore automatically assigns numbers to new transmittals sequential order. You may alter this number as desired. However, duplicate numbers are not permitted.

   • Field of study: A descriptive bailiwick for the transmittal.

   • To: Select people or distribution groups from the project's Directory. This action assigns the transmittal to the named individuals. If yous choose to click the Create and E-mail button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.

   • CC: Select people or distribution groups from the project's Directory. This action carbon copies the transmittal to the named individuals. If yous choose to click theCreate and Electronic mail push button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically electronic mail a notification about the transmittal to the recipients.

   • Sent Via: Select Attached to adhere an item from Procore to the transmittal or Under Dissever Cover. If you select Under Dissever Comprehend, you lot can besides select ane of these options:E-mail, US Mail service, Hand Delivery, FedEx, UPS, DHL, Limited Postal service, Fax, and Other.

   • Private: Marker this checkbox to hide the transmittal from everyone except 'Admin' level users, designated users in the 'To' and 'Cc' fields, and members of the default distribution group (run across Configure Advanced Settings: Transmittals).

   • Submitted For: Mark the checkboxes that represent to the reason the transmittal is being submitted. You have these choices: Approval, Your Use, Every bit Requested, Review and Comment, or Further Processing.

   • Action as Noted: Marking the checkboxes that correspond to the desired action. You accept these choices:Out for Signature, Approved as Submitted, Approved as Noted, Submit, Resubmitted, Returned, Returned for Corrections, Resubmit, Due By, Received, Received every bit Noted, and Sent Date. (Note: It is recommended that you work with your projection'southward management to ascertain the proper utilise for each of these default actions in your surroundings).

3. Continue with Add Items to the Transmittal.

Add together Items to the Transmittal

1. In the New Transmittal page, scroll down to theItems area.
2. Select an particular from the Format drop-down listing.
   Notes:
   • You can add multiple items to a transmittal.
   • When adding items to a transmittal, the system lets you adhere multiple files at once for these formats:Documents,Plans,Prints,Samples, andShop Drawings. See How practise I adhere multiple files at one time to a transmittal?

     

     Depending on the Procore tools that are enabled in your environment, you may have these options:

     • Cranium Stock: Select this option to create a transmittal for any attic stock And then enter a clarification, select a appointment from the calendar, and enter the number of copies.

     • CDs: Select this option to create a transmittal for a meaty disc. So enter a description, select a date from the agenda, and enter the number of copies.

     • Commitment Contract: Select this option to create a transmittal for subcontract (see Create a Subcontract). Next, select a farm from the Description listing, the date of the subcontract is captured automatically, and then enter a number of copies.

     • Advice: Select this selection to create a transmittal for an email message in the projection'south Emails tool.

     • Document: When yous select this option, the arrangement prompts you to select a document from the project's Documents tool.

     • Other: To create a different blazon of submittal, select this choice. Then enter a description, select a date from the agenda, and enter a number of copies.

     • Plans:  Select this option to create a transmittal for whatever construction plans. Then enter a description, adhere whatever files to the item, select a date from the calendar, and enter a number of copies.

     • Potential Change Order:  When you lot select this option, the organisation prompts you to select a potential change order from the project'due south Prime number Contracts tool.

     • Prime Contract: When you select this option, the system prompts you to select a contract line item from the project's Prime Contracts tool.

     • Prints: Select this option to create a transmittal for prints. Side by side, enter a clarification of the print(s), attach a file of the print, select a date from the calendar, and enter a number of copies.

     • Punch List Item: When you select this selection, the system prompts you lot to select a punch listing item from the projection's Dial List tool.

     • Buy Order Contract: Select this option to create a transmittal for a purchase order (see Create a Purchase Order). Then select a purchase society from the Description listing, the system sets the date automatically, and enter a number of copies.

     • RFI: When you select this option, the system prompts you to select an RFI from the project's RFIs tool.

     • Samples: Select this option to create a transmittal for a sample. And then type a description of the sample, attach a file to the item, select a date from the calendar, and enter a number of copies.

     • Shop Drawings: Select this choice to create a transmittal for shop cartoon. So type a description of the store cartoon, attach a file to the item, select a date from the calendar, and enter a number of copies.

     • Submittal Log: Select this choice to create a transmittal for a submittal. Then select a submittal from the Clarification list and specify the number of copies.

     • Submittal Package: When you select this option, the system prompts you to select a submittal bundle from the project'south Submittals tool.

3. Click Add together.
   Note: If you fastened multiple files to the transmittal, each file is added every bit a split line item.
4. Repeat the steps to a higher place to add additional line items.
   The analogy beneath shows you an example of a completed Items area.
   Note: The organization does NOT allow you to edit existing items. If you lot need to correct an item, click the Ruddy 'ten' to delete it. Then add together the item again.

   

5. Go on with Add together Comments to the Transmittal.

Add together Comments to the Transmittal

1. In the New Transmittal page, scroll to the Comments area.
2. Blazon any boosted data virtually the transmittal in the Comments box.
3. Continue with Create or Create and Send the Transmittal.

Create or Create and Ship the Transmittal

1. Roll to the bottom of the New Transmittal folio.
2. Choose from these options:
   • To create the transmittal without sending an email to the people listed in the 'To' and 'Cc' fields, click Create.
     OR
   • To create the transmittal and ship an e-mail notification to the people listed in the 'To' and 'Cc' fields, click Create and  Electronic mail.
     Notes: Later a transmittal is created, the system makes the Related Items, Emails, and Change History tabs visible. The Emails tab gives users the ability to forward a transmittal to other projection team members. Run into Forward a Transmittal by Email.

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Source: https://support.procore.com/products/online/user-guide/project-level/transmittals/tutorials/create-a-transmittal

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