How to Upload Submittals in Procore

Log in to Procore

1. Open your web browser and go to https://app.procore.com/login.
2. Enter your email address and password in the fields provided.
3. Click the orange Log In button.

If you have forgotten your password, click Forgot your password? to reset it.

Select your project

After you log in, the Procore Portfolio page opens. Find the list of available projects in the left sidebar, then click the thumbnail or name of the project you are working on. In this example, the project is "Stanford South Lake Union Hotel Project."

The Project Home page opens. It shows project links, the site camera feed, the delivery schedule, the project address, the project photo, and the project weather.

• The "PROJECT DOCUMENT SYSTEM INFORMATION" section has links to shared documents, the delivery schedule, and the site camera.
• The "PROJECT TEAM" section lists team members with their roles, emails, office numbers, and mobile numbers.

Find your submittal in My Open Items

Scroll down the Project Home page to the "MY OPEN ITEMS" section. It lists the items that need your attention. Look under "Item Type" for any submittals.

For example, you might see "Submittals: #00 0100-2.0: Test for Procore Training," with a status of Open and a due date of 05/10/18.

Open the submittal

Click the submittal in the "MY OPEN ITEMS" section, for example "#00 0100-2.0: Test for Procore Training." The submittal details page opens, where you can complete the required actions.

Enter comments or a description

1. In the large text box, type any comments or a description for your submittal.
2. If you need to change the font size, apply bold or italics, or add lists, use the formatting toolbar above the text box.

Attach your submittal file

To upload your submittal in Procore, attach the file to the submittal form.

1. Click the Attach File(s) link, or drag and drop your files into the "Drag and Drop File(s)" area.
2. In the file browser window, go to the location of your submittal file.
3. Select the file you want to upload, such as a picture or a PDF related to your submittal.
4. Click Open to attach the file.

Verify the file is attached

Check that your file appears in the attachment area below the comment box. The file name should be visible, which confirms the file is ready for submission.

Submit the submittal

1. Click the Submit button at the bottom of the form.
2. Wait while Procore processes and uploads your submittal.

Review the Submittal Workflow section

After you submit, scroll to the Submittal Workflow section at the bottom of the submittal details page. The workflow table lists:

• The names and roles of participants, such as Submitter and Approver
• Sent, due, and returned dates
• Response status, such as "Submitted" or "Pending"
• Attached files, with file names and download icons
• Any comments entered during submission

The current approver's row is highlighted in green. This means it is their turn to take action.

Attachments uploaded by other team members, such as the interior designer or architect, also appear in this section. Your original attachment is listed under your name and is grayed out. This shows it has been submitted and is awaiting review.

Verify no open items remain

1. Return to the Procore Project Home page.
2. Scroll down to the "MY OPEN ITEMS" section.
3. Confirm that no open items are listed for you. This indicates your task is complete.

Contact the team with questions

If you have questions or run into problems with the submittal process, send an email to the designated contact person. Use the Project Team section to find names, roles, email addresses, and office and mobile numbers for key project members. For technical support, for example, find the appropriate team member, such as the Project Engineer or Project Manager, and use the email address listed.