Objetivo
Añadir elementos a un transmittal mediante la herramienta Transmittals del proyecto.
Temas a considerar
- Permisos de usuario necesarios:
- Para editar un transmittal existente, permisos de nivel "Administrador" en la herramienta Transmittals del proyecto.
- Para añadir elementos al crear un transmittal, permisos de nivel "Estándar" o superiores en la herramienta Transmittals del proyecto.
- Información adicional:
- Si desea adjuntar un PDF u otro documento a un transmittal, puede hacerlo cuando seleccione una de las siguientes opciones en la lista desplegable "Formato" en los elementos: Documentos, Planos, Impresiones, Muestras o Planos de taller.
Contexto
La herramienta Transmittals permite mantener un registro de la información del proyecto que se ha enviado a otros por fax y por otros canales. Cuando crea y envía un transmittal, toda la información del transmittal se captura y almacena con el proyecto de Procore, incluidos los nombres del remitente, los destinatarios y las fechas pertinentes. Por ejemplo, quizá el sistema de correo electrónico de un usuario no funciona y la única forma de enviar una respuesta oficial es por fax o por teléfono. En tales casos, los transmittals se pueden utilizar para realizar un seguimiento adecuado de estas correspondencias dentro de Procore para fines de auditoría y registro histórico.
Pasos
- In the New Transmittal page, scroll down to the Items area.
- Select an item from the Format drop-down list.
Notes:
- You can add multiple items to a transmittal.
- When adding items to a transmittal, the system lets you attach multiple files at once for these formats: Documents, Plans, Prints, Samples, and Shop Drawings. See How do I attach multiple files at once to a transmittal?
Depending on the Procore tools that are enabled in your environment, you may have these options:
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Attic Stock: Select this option to create a transmittal for any attic stock Then enter a description, select a date from the calendar, and enter the number of copies.
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CDs: Select this option to create a transmittal for a compact disc. Then enter a description, select a date from the calendar, and enter the number of copies.
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Commitment Contract: Select this option to create a transmittal for subcontract (see Create a Subcontract). Next, select a subcontract from the Description list, the date of the subcontract is captured automatically, and then enter a number of copies.
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Communication: Select this option to create a transmittal for an email message in the project's Emails tool.
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Document: When you select this option, the system prompts you to select a document from the project's Documents tool.
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Other: To create a different type of submittal, select this option. Then enter a description, select a date from the calendar, and enter a number of copies.
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Plans: Select this option to create a transmittal for any construction plans. Then enter a description, attach any files to the item, select a date from the calendar, and enter a number of copies.
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Potential Change Order: When you select this option, the system prompts you to select a potential change order from the project's Prime Contracts tool.
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Prime Contract: When you select this option, the system prompts you to select a contract line item from the project's Prime Contracts tool.
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Prints: Select this option to create a transmittal for prints. Next, enter a description of the print(s), attach a file of the print, select a date from the calendar, and enter a number of copies.
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Punch List Item: When you select this option, the system prompts you to select a punch list item from the project's Punch List tool.
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Purchase Order Contract: Select this option to create a transmittal for a purchase order (see Create a Purchase Order). Then select a purchase order from the Description list, the system sets the date automatically, and enter a number of copies.
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RFI: When you select this option, the system prompts you to select an RFI from the project's RFIs tool.
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Samples: Select this option to create a transmittal for a sample. Then type a description of the sample, attach a file to the item, select a date from the calendar, and enter a number of copies.
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Shop Drawings: Select this option to create a transmittal for shop drawing. Then type a description of the shop drawing, attach a file to the item, select a date from the calendar, and enter a number of copies.
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Submittal Log: Select this option to create a transmittal for a submittal. Then select a submittal from the Description list and specify the number of copies.
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Submittal Package: When you select this option, the system prompts you to select a submittal package from the project's Submittals tool.
- Click Add.
Note: If you attached multiple files to the transmittal, each file is added as a separate line item.
- Repeat the steps above to add additional line items.
The illustration below shows you an example of a completed Items area.
Note: The system does NOT permit you to edit existing items. If you need to correct an item, click the RED 'x' to delete it. Then add the item again.
- Continue with Add Comments to the Transmittal.
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