With the Procore Submittal integration, you will be able to use the Procore submittal tool to collect closeout documentation. If you use Procore submittals to collect closeout documents, we recommend you import them into Buildr as early and often as possible.
Before importing submittals from Procore, you will need to ensure the following:
You are signed into Buildr with your Procore credentials.
The Procore project is linked in Project Settings.
Why integrate Procore submittals with Buildr?
Quickly create Buildr requirements from Procore submittals
Pull Procore submittal attachments into a Buildr requirement
Use Procore submittals to collect closeout information
What you need to know before you begin
You can import Procore submittals as many times as necessary. Buildr prevents duplicates and never imports the same submittal twice.
Procore submittals can only be imported if they are assigned to a company that exists in your Buildr project directory.
Requirements that were imported from a Procore submittal will automatically sync any attachments uploaded or distributed in that Procore submittal.
Buildr requirement statuses will not update based on Procore. You will need to complete requirements in Buildr.
How to import Procore Submittals
In Procore, make sure that your submittals are attached, have a Responsible Contractor, and have the Type appropriate to the type of document it is. So rather than a Closeout Type, designate it as Workmanship Warranty or O&M Manual.
Next, navigate to the Project Requirements tool and click Import from Procore.
Select the submittal types from Procore you would like to use in the import. After selecting submittal types, choose categories to match those submittal types. Your submittals will be imported with the categories you chose.
Next, select the Procore submittal statuses (Draft, Open, or Closed) to import. It is typical to import Open and Closed.
Next, select the companies for which you want to import the submittals. Alternatively, you can select all by clicking the box next to Name.
Now, confirm the submittals to import and click Complete.
These submittals will be imported as Buildr requirements. When attachments are uploaded or distributed in the Procore submittal, they will automatically appear in Buildr.