window.Procore.metrics.user = window.Procore.metrics.user || {}; if (subdomain == "es") { function getAllLocales() { let firstElement = section.firstElementChild; /**/ }); /*How are the date columns in submittal custom reports - Procore (en-GB) }); } Use Bulk Actions > Apply Workflow in the Submittals Tool - Procore The Procore '&l='+l:'';j.async=true;j.src= to Info Exchange options dialog box. }); $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); let host = window.location.host; $(this).find('.arrowclass').removeClass('fas fa-chevron-right'); } } if (document.querySelector("#mt-summary")) { 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. const locale = getLocaleBySubdomain(subdomain); var listedLocales = $(".localization-group") 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. /* sortTerms(sortItemSelector, section, skipFirst)); } /*]]>*/. $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); if (!json['userIsAnonymous']) { termObject[index].header = terms[index]; title window.Procore.metrics.user.mtid = json['userId']; Incoming with the Via method /* { All submittals } /**/ hideDeprecatedVideos(); if (subdomain == "fr") { termHeaders.forEach((title, index) => { return "fr-fr"; termObject.forEach((element) => { Approver Returned Date Duration. const language = 'en-ca' //Change this two lines during localization })(window,document,'script','dataLayer','GTM-NWZQ5W6');/*]]>*/ else if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-down')){ hideOtherLocales(); /**/ const noAlphabetArray = ['zh-cn']; Construction projects will stall, but meticulous planning and scheduling can prevent some of the more common delays. [CDATA[*/ /*]]>*/ '.localization-group[data-locale="else"] {\ndisplay: unset;\n}'; Steps Navigate to the project's RFIs tool. termObject.forEach((element) => { select files to transfer and click Ok. return $(this).data("locale"); $('.collapsible').find('.trigger').on('click',function(){ }) This course is designed to teach you how to use Procore's Financial Management tools* as a project manager at a General Contractor. $(window).on("load", function (e) { const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => { /* { else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){ return "fr-fr"; dataLayer.push({ /*]]>*/ styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; var json = JSON.parse(document.getElementById('mt-global-settings').textContent) function getAllLocales() { }) one person to the Ball in Court field may cause the item to bypass the if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){ .map(function () { function getAllLocales() { window.Procore.metrics.user = window.Procore.metrics.user || {}; } if (thisurl.includes('Media_Library') || thisurl.includes('/tc') || thisurl.includes('/tutorials')) { function hideOtherLocales() { start using the connector at any time. var listedLocales = $(".localization-group") $(this).find('.arrowclass').addClass('fas fa-chevron-circle-down'); let termHeaders = terms.map(e => e.innerText) due date configured in Project Center Project let definitionsSections = [document.querySelectorAll(definitionSelector)]; } Change the Ball in Court on a Submittal - Procore function hideDeprecatedVideos() { termObject.push({ let termObject = [] '&l='+l:'';j.async=true;j.src= The designation changes in sequential order until all required submitter(s) and approver(s) have submitted their response. you click Respond and Close, the }); $(this).find('.arrowclass').addClass('fas fa-chevron-circle-right'); /**/ if (subdomain == "support") { title if (subdomain == "support") { }; let firstElement = section.firstElementChild; $(function () { /*]]>*/ var dataLayer = window.dataLayer || {}; const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => { Locate the desired submittal in the Items view. if (skipFirst) { Complete styleElement.innerText += termObject.sort(compareFun); hideOtherLocales(); return "de-de"; 'userId': json['userId'] section.innerHTML = ''; it may take up to 30 minutes from the time the submittal or RFI was sent }; var listedLocales = $(".localization-group") function getLocaleBySubdomain(subdomain) { const locale = getLocaleBySubdomain(subdomain); var text = document.createElement("p"); '&l='+l:'';j.async=true;j.src= } }); const noAlphabetArray = ['zh-cn']; .map(function () { be selected for all Submittals and RFIs on the connected project. } } let firstElement = section.firstElementChild; $(this).find('.arrowclass').removeClass('fas fa-chevron-right'); }); Background When you first send out a submittal for approval, the members of the first group in a submittal workflow are automatically assigned the 'Action Required By' responsibility. this.start=function(){var a=this;window.addEventListener?window.addEventListener("load",function(){a.go()},!1):window.attachEvent&&window.attachEvent("onload",function(){a.go()})}}; section.append(element.header); window.Procore = window.Procore || {}; } return "de-de"; const compareFun = (a, b) => { }); is not on the Project Center project team, the recipient's name appears styleElement.setAttribute("type", "text/css"); let termHeaders = terms.map(e => e.innerText) See Switch Between Submittals Views. Choose Bulk Actions > Apply Workflow . if (skipFirst) { const compareFun = (a, b) => { } /*]]>*/ const sortItems = (definitionSelector, sortItemSelector, skipFirst = false) => { /*]]>*/ Procore makes it easy to maintain a full history of every submittal. return new Intl.Collator(language).compare(a.title, b.title); let sortTerms = (elementType, section, skipFirst) => { /*Edit a Submittal Response - Procore (en-CA) var listedLocales = $(".localization-group") var box = document.querySelector(".mt-collapsible-section"); /* return subdomain; let sortTerms = (elementType, section, skipFirst) => { After their response is submitted, theBall in Court returns to the individual who forwarded the submittal to you so they can respond. if (document.querySelector("#mt-summary")) { termObject[index].header = terms[index]; 'Admin' level permission on the RFIs tool. Identify any bottlenecks. if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){ }) var text = document.createElement("p"); definitionsSections.forEach(section => sortTerms(sortItemSelector, section, skipFirst)); [CDATA[*/ styleElement.innerText += } } 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); Click the Items tab. 'event': 'setUserId', var json = JSON.parse(document.getElementById('mt-global-settings').textContent) OR Return to RFI Manager's Court. }); Courts will be more lenient if they're given more time to reschedule your case. hideDeprecatedVideos(); } The submittal and RFI workflow for the Procore connector is largely } } In the 'Submittal Workflow' table, click Open next to the PDF . }) let termHeaders = terms.map(e => e.innerText) '&l='+l:'';j.async=true;j.src= [CDATA[*/ if (subdomain == "support") { function getSubdomain() { styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; let subdomain = host.split(". .get(); 'Admin' level permission on the RFIs tool. if (subdomain == "fr") { Between permitting, inspections, and obtaining materials and equipment, its important to identify any possible bottlenecks before you can figure out how to prevent them. else if ($(this).find('.arrowclass').hasClass('fa-chevron-right')){ let sortTerms = (elementType, section, skipFirst) => { Important note: Prior to version 12.4.5, Project } const compareFun = (a, b) => { }); let subdomain = host.split(". Steps Choose one of these options: Navigate to the project's Submittals tool, locate the submittal that was forwarded to you and click View . Throughout each stage of a project, benchmarks and forecasts must be closely monitored using budgeting tools to ensure that costs are on target. Optional:Review Submittal PDF Attachments. window.Procore.metrics = window.Procore.metrics || {}; [CDATA[*/document.addEventListener("DOMContentLoaded", function() { $(function () { styleElement.innerText = `.localization-group:not([data-locale*='${locale}']) {\ndisplay: none;\n}\n`; return "en-us"; } Save my name, email, and website in this browser for the next time I comment. let styleElement = document.createElement("style"); /* sortTerms(sortItemSelector, section, skipFirst)); } Settings. /*]]>*/ This opens the submittal in edit mode. [CDATA[*/ Add Assignees to an RFI as an Assignee on an RFI. However, there are several things users should be aware of when using Respond to an Action Required Email for a Submittal Package as an Approver, Review the Action Required Email for a Submittal. $(this).find('.arrowclass').removeClass('fas fa-chevron-down'); this.check=function(){var a=this.get(f);if(a)a=a.split(":");else if(100!=e)"v"==h&&(e=Math.random()>=e/100?0:100),a=[h,e,0],this.set(f,a.join(":"));else return!0;var c=a[1];if(100==c)return!0;switch(a[0]){case "v":return!1;case "r":return c=a[2]%Math.floor(100/c),a[2]++,this.set(f,a.join(":")),!c}return!0}; } SeeWhen does the Submittals tool send email notifications to Procore users? liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK'); styleElement.innerText += `.localization-group[data-locale*="${locale}"] ~ .localization-group[data-locale="else"] {\ndisplay: none;\n}`; [CDATA[*/document.addEventListener("DOMContentLoaded", function() { $(function(){ Click one of the following buttons: Return to Assignee's Court. (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-65721316-31','en-ca.support.procore.com',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'success.mindtouch.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})}); To shift the Ball In Court responsibility on an RFI to anotheruser in the RFI workflow. return "de-de"; } liveagent.init('https://d.la4-c2-chi.salesforceliveagent.com/chat', '572340000008OaS', '00D300000000QCK'); if ($(this).find('.arrowclass').hasClass('fa-chevron-circle-right')){ let styleElement = document.createElement("style"); if (subdomain == "fr") { window.Procore.metrics = window.Procore.metrics || {}; } Add Assignees to an RFI as an Assignee on an RFI. } document.head.appendChild(styleElement); 2. let styleElement = document.createElement("style"); var text = document.createElement("p"); let thisurl = window.location.href; } (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. if ($('.deprecated-video').length) { /*Rename a Submittal PDF Attachment - Procore Support (en-au) }); return "es-419"; /* How do I add people to the submittal workflow? termHeaders.forEach((title, index) => { } will open and the user will need to select Procore as the send method, Navigate to the project's Submittals tool. function getSubdomain() { text.innerText = `Page ID: ${pageId}`; 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); $(this).find('.arrowclass').removeClass('fas fa-chevron-circle-down'); } Administrators are able to log in and see at a glance which items are overdue. /**/ var box = document.querySelector(".mt-collapsible-section"); function getSubdomain() { You will need to follow the regular if ($('.deprecated-video').length) { } The workflow tool in Procore allows tracking of the duration of time elapsed, how long each person in the step took, and how long they have been in possession of an item.
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