This feature allows users to see who is currently sitting on the submittal and could potentially be holding up the process. ")[0]; [CDATA[*/ 'event': 'setUserId', $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); section.append(firstElement); if (subdomain == "de") { window.Procore = window.Procore || {}; } ")[0]; /*Edit a Submittal Response - Procore (en-CA) '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. if (skipFirst) { the Ball In Court assignee. /* /*]]>*/ var dataLayer = window.dataLayer || {}; /**/ 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); termObject.push({ $(function () { new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], /**/ /**/ hideOtherLocales(); The Submittals page appears. [CDATA[*/ else { let thisurl = window.location.href; Add Markup to a Submittal PDF Attachment. hideOtherLocales(); [CDATA[*/ } return $(this).data("locale"); $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down'); styleElement.setAttribute("type", "text/css"); $(function () { /*]]>*/ document.head.appendChild(styleElement); /*Procore to Project Center Workflow for Submittals and RFIs - Newforma $('.deprecated-video').show(); /*]]>*/ /* { let definitionsSections = [document.querySelectorAll(definitionSelector)]; let termObject = [] /*Respond to a Forwarded Submittal - Procore (en-CA) All submittals $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); The system sends an email notification to any user types selected in the 'Reviewer Responds (via Workflow)' email configuration after you save your response. function OptanonWrapper() { } window.Procore.metrics.user.mtid = json['userId']; to Info Exchange options dialog box. /*]]>*/ }; start using the connector at any time. if ($('.deprecated-video').length) { you can set up a rule for that account's mailbox to auto-forward all mail [CDATA[*/ else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ To shift the Ball In Court responsibility on an RFI to another user in the RFI workflow. Select Files to Send dialog box you're ready to close out the submittal or RFI, use Respond } 1. $('.deprecated-video').show(); '&l='+l:'';j.async=true;j.src= function hideOtherLocales() { let firstElement = section.firstElementChild; var box = document.querySelector(".mt-collapsible-section"); /*]]>*/ termHeaders.forEach((title, index) => { Remove a Submitter or Approver from the Submittal Workflow - Procore /*]]>*/, Remove a Submitter or Approver from the Submittal Workflow, Request to Change the 'Number Submittals by Spec Section' Setting. Click one of the following buttons: Return to Assignee's Court. /*]]>*/ termObject[index].header = terms[index]; } /**/ /*]]>*/ $(this).find('.arrowclass').addClass('fas fa-chevron-right'); To change the Ball In Court (BIC) person on a submittal using the project's Submittals tool. if (skipFirst) { return "es-419"; Project Manager: Financial Management -- General Contractor const locale = getLocaleBySubdomain(subdomain); Have questions? let definitionsSections = [document.querySelectorAll(definitionSelector)]; [CDATA[*/document.addEventListener("DOMContentLoaded", function() { if (subdomain == "support") { section.innerHTML = ''; /*]]>*/ altering their process. 'Admin' level permissions on theproject's Submittals tool. }); When a Submittal is Closed, this column is equal to Approver Return Date - Approver Due Date. return $(this).data("locale"); window.Procore = window.Procore || {}; termObject[index].header = terms[index]; const language = 'en-ca' //Change this two lines during localization } window.Procore.metrics.user.mtid = json['userId']; termObject.forEach((element) => { termHeaders.forEach((title, index) => { Procore makes it easy to maintain a full history of every submittal. $(function () { $(this).find('.arrowclass').addClass('fas fa-chevron-right'); return "es-419"; return new Intl.Collator(language).compare(a.title, b.title); $('.collapsible').find('.trigger').on('click',function(){ /**/ }); $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down'); Here are a few steps to keeping construction projects on track. ), the 'Action Required By' designation proceeds to the next group of approvers in the submittal workflow's sequence. liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK'); } let termObject = [] $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-right'); ; Click View next to the submittal with the PDF attachment you want to rename. '.localization-group[data-locale="else"] {\ndisplay: unset;\n}'; var pageId = document.querySelector("#mt-summary").dataset.pageId; } Then open the email with the Action Required for Submittal subject line. 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); (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 shift the Ball In Court responsibility on an RFI to anotheruser in the RFI workflow. }); and RFIs sent from Procore appear in Project Center as Pending } $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); '&l='+l:'';j.async=true;j.src= var listedLocales = $(".localization-group") window.Procore.metrics.user = window.Procore.metrics.user || {}; Navigate to the project's Submittals tool. $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); Project Center receive pending submittal workflow to identify the submittal When a submittal or RFI is sent from Procore, Procore return "de-de"; /*]]>*/ let termHeaders = terms.map(e => e.innerText) Only submittals/RFIs styleElement.setAttribute("type", "text/css"); The designation changes in sequential order until all required submitter(s) and approver(s) have submitted their response. Add the following information for the response: Response. Enter a new name for the attachment and press ENTER on your keyboard. } })(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/ } return new Intl.Collator(language).compare(a.title, b.title); if (subdomain == "de") { } const locale = getLocaleBySubdomain(subdomain); Connector FAQs. title if (skipFirst) { } document.head.appendChild(styleElement); The same Ball in Court user should } j=d.createElement(s),dl=l!='dataLayer'? }) else { While construction project management software will indicate who is responsible for a submittal at a certain job, Procore specifically has what is called the ball in court feature. termObject.push({ Click one of the following buttons: Return to Assignee's Court. .map(function () { [CDATA[*/ window.Procore.metrics = window.Procore.metrics || {}; hideOtherLocales(); function hideOtherLocales() { if (document.querySelector("#mt-summary")) { if (subdomain == "fr") { /*]]>*/ $(window).on('load', function(e){ /**/ '&l='+l:'';j.async=true;j.src= When does the RFIs tool send email notifications? let host = window.location.host; ; In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to view. var pageId = document.querySelector("#mt-summary").dataset.pageId; /*]]>*/ hideDeprecatedVideos(); } } dataLayer.push({ const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => { }); or RFI to Procore. /*