you need to save the transmittal to the item record, save the PDF and /*]]>*/ function hideOtherLocales() { 4. let definitionsSections = [document.querySelectorAll(definitionSelector)]; .get(); $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right'); /**/ var text = document.createElement("p"); [CDATA[*/(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': } if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) { } return "es-419"; to a specific group - for example, a distribution list for the Contract else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){ title /*]]>*/ return "de-de"; and RFIs sent from Procore appear in Project Center as Pending window.Procore.metrics.user.mtid = json['userId']; $(function () { let styleElement = document.createElement("style"); }); or RFI to Procore. termObject.push({ if ($('.deprecated-video').length) { } if ($('.deprecated-video').length) { termHeaders.forEach((title, index) => { (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-65721316-4','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 change the Ball In Court (BIC) person on a submittal using the project's Submittals tool. return $(this).data("locale"); window.Procore.metrics.user = window.Procore.metrics.user || {}; [CDATA[*/document.addEventListener("DOMContentLoaded", function() { Change the Action Required By on a Submittal - Procore (en-GB) } [CDATA[*/ [CDATA[*/ let terms = [section.querySelectorAll(elementType)] document.head.appendChild(styleElement); Review the submittal's information and any included attachments. if (subdomain == "fr") { Optional:Review Submittal PDF Attachments. OR. }); var pageId = document.querySelector("#mt-summary").dataset.pageId; if (subdomain == "support") { [CDATA[*/ [CDATA[*/ $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down'); PDF link in the Procore email notification: If Each approver must then submit a response as described in Steps below. } [CDATA[*/ }) box will then open. }); definitionsSections.forEach(section => sortTerms(sortItemSelector, section, skipFirst)); } $('.deprecated-video').show(); if (subdomain == "es") { 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)}}; Add Assignees to an RFI as an Assignee on an RFI. } let termHeaders = terms.map(e => e.innerText) termObject[index].header = terms[index]; In the 'Submittal Workflow' table, click the vertical ellipsis () at the end of the row with the user's name with the response you want to edit and click Edit Response. })(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/ } Submittals must be in 'Draft' or 'Open' status in order to change the Action Required By (ARB). const subdomain = getSubdomain(); return $(this).data("locale"); $('.deprecated-video').show(); [CDATA[*/ var box = document.querySelector(".mt-collapsible-section"); /* { if (subdomain == "es") { styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; (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. /**/ /* { }); /*]]>*/ dataLayer.push({ function getLocaleBySubdomain(subdomain) { .map(function () { let host = window.location.host; let styleElement = document.createElement("style"); Scroll down to the Submittal Workflow area. This includes the ability to receive Pending Incoming } } }); $('.deprecated-video').show(); /*]]>*/ const noAlphabetArray = ['zh-cn']; const subdomain = getSubdomain(); $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); return "en-us"; this.set=function(a,c){var b="",b=new Date;b.setTime(b.getTime()+6048E5);b="; expires="+b.toGMTString();document.cookie=a+"="+c+b+"; path=/; "}; termObject.forEach((element) => { styleElement.setAttribute("type", "text/css"); Approver Due Date Variance. return listedLocales; .map(function () { $(window).on("load", function (e) { } }); this.set=function(a,c){var b="",b=new Date;b.setTime(b.getTime()+6048E5);b="; expires="+b.toGMTString();document.cookie=a+"="+c+b+"; path=/; "}; let firstElement = section.firstElementChild; } function getSubdomain() { }) Select desired options text.innerText = `Page ID: ${pageId}`; return listedLocales; let firstElement = section.firstElementChild; to Project Center. const language = 'en-us' //Change this two lines during localization The same Ball in Court user should else { } return "en-us"; /* { termObject[index].header = terms[index]; section.innerHTML = ''; } [CDATA[*/ } } 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the, If the RFI has been forwarded to another user by one of its, AU: +61 1 800 431 456 | NZ: +64 800 005 210. return subdomain; 'event': 'setUserId', }); var listedLocales = $(".localization-group") [CDATA[*/ When does the Submittals tool send email notifications to Procore users? let host = window.location.host; $(window).on('load', function(e){ window.Procore.metrics.user = window.Procore.metrics.user || {}; section.append(element.header); let host = window.location.host; 'userId': json['userId'] })(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/ return "de-de"; When a Submittal is Closed, this column is equal to Approver Return Date - Approver Due Date. } styleElement.innerText = `.localization-group:not([data-locale*='${locale}']) {\ndisplay: none;\n}\n`; else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); if (subdomain == "support") { section.append(element.header); var dataLayer = window.dataLayer || {}; window.onload = function () { function hideDeprecatedVideos() { window.Procore.metrics.user.mtid = json['userId']; /**/ })(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/ if (document.querySelector("#mt-summary")) { /**/ termHeaders.forEach((title, index) => { function hideOtherLocales() { $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right'); Optional:Review Submittal PDF Attachments. Recipients would then have to keep track of the PDF manually. return subdomain; [CDATA[*/ } /* sortTerms(sortItemSelector, section, skipFirst)); This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a General Contractor. $(this).find('.arrowclass').addClass('fas fa-chevron-down'); if (subdomain == "support") { /*]]>*/ /*Project Manager: Financial Management -- General Contractor if (skipFirst) { $('.collapsible').find('.trigger').on('click',function(){ If several approvers are involved in a submittal, and construction management software isnt being used, information must be manually tracked and monitored to ensure it gets passed along in a timely manner. $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right'); /* { This moves the BIC assignment to the selected user or group of users and updates their response to 'Pending'. } section.append(element.header); /**/ if (skipFirst) { 6. })(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. var pageId = document.querySelector("#mt-summary").dataset.pageId; }) }); if (subdomain == "fr") { if (subdomain == "fr") { return $(this).data("locale"); } const noAlphabetArray = ['zh-cn']; } hideOtherLocales(); }); '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. $(this).find('.arrowclass').addClass('fas fa-chevron-down'); See Switch Between Submittals Views. function getLocaleBySubdomain(subdomain) { sending the submittal or RFI from Procore, the contractor needs to select var text = document.createElement("p"); $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); let terms = [section.querySelectorAll(elementType)] Only PDF attachments uploaded to a submittal can be renamed in the project's Submittals tool. } /**/ 'Admin' level permission on the RFIs tool. ")[0]; [CDATA[*/ styleElement.innerText = `.localization-group:not([data-locale*='${locale}']) {\ndisplay: none;\n}\n`; return $(this).data("locale"); Prior to Project Center 12.4.5, only ONE var listedLocales = $(".localization-group") styleElement.setAttribute("type", "text/css"); styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right'); ")[0]; return $(this).data("locale"); document.head.appendChild(styleElement); Rename a Submittal PDF Attachment - Procore Support (en-au) [CDATA[*/ } else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ /*]]>*/ $('.deprecated-video').show(); if (subdomain == "de") { altering their process. function OptanonWrapper() { } }); hideOtherLocales(); [CDATA[*/ } title $(this).find('.arrowclass').addClass('fas fa-chevron-circle-right'); }); else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ window.Procore.metrics.user = window.Procore.metrics.user || {}; window.Procore = window.Procore || {}; [CDATA[*/(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': to submittals and RFIs can perform these tasks as usual. } if (document.querySelector("#mt-summary")) { }) }) $('.collapsible').find('.trigger').on('click',function(){ } $(this).find('.arrowclass').addClass('fas fa-chevron-down'); [CDATA[*/(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': termObject.forEach((element) => { return "fr-fr"; dataLayer.push({ Contributors include construction news writers, thought leaders and industry pros. } .get(); ")[0]; let termObject = [] /*]]>*/ liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK'); return subdomain; Neither action affects the termObject.forEach((element) => { styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; let thisurl = window.location.href; if (!json['userIsAnonymous']) { Save as PDF Objective To respond to a submittal as an approver in the project's Submittals tool. section.innerHTML = ''; option) with a copy of the submittal/RFI attached to send to non-Procore termObject.sort(compareFun); }) To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. let termHeaders = terms.map(e => e.innerText) window.Procore.metrics = window.Procore.metrics || {}; const subdomain = getSubdomain(); let host = window.location.host; styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; function hideOtherLocales() { j=d.createElement(s),dl=l!='dataLayer'? dataLayer.push({ $('.collapsible').find('.trigger').on('click',function(){ $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down'); '&l='+l:'';j.async=true;j.src= .get(); var json = JSON.parse(document.getElementById('mt-global-settings').textContent) /*]]>*/ window.onload = function () { }); }); new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], 'Admin' level permission on the RFIs tool. one person to the Ball in Court field may cause the item to bypass the /*]]>*/ title How do I add people to the submittal workflow? } else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){ /*]]>*/ window.Procore = window.Procore || {}; window.Procore.metrics.user = window.Procore.metrics.user || {}; var dataLayer = window.dataLayer || {}; /*]]>*/ /**/ const locale = getLocaleBySubdomain(subdomain); else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ const compareFun = (a, b) => { /*]]>*/ Identify any bottlenecks. 'event': 'setUserId', .map(function () { var pageId = document.querySelector("#mt-summary").dataset.pageId; }); $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); /**/ hideDeprecatedVideos(); liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK'); $(function () { let styleElement = document.createElement("style"); }); $('.collapsible').find('.trigger').on('click',function(){ When let termHeaders = terms.map(e => e.innerText) /*]]>*/ } Steps. When a submittal or RFI is sent from Procore, Procore
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