Objetivo
Adicionar itens a um comunicado usando a ferramenta Comunicados do projeto.
Coisas a considerar
- Permissões de usuário necessárias:
- Para editar um comunicado existente, permissão de nível "Administrador" na ferramenta Comunicados do projeto.
- Adicionar itens ao criar um comunicado, permissão de nível "Padrão" ou superior na ferramenta Comunicados do projeto.
- Informações adicionais:
- Se quiser anexar um PDF ou outro anexo de documento a uma comunicado, é possível fazê-lo quando selecionar um dos seguintes na lista suspensa "Formato" em itens: Documentos, Planos, Impressões, Amostras ou Plantas de construção.
Fundo
A ferramenta Comunicados permite manter um registro das informações do projeto que foram enviadas a outras pessoas por fax e envio. Quando você cria e envia uma comunicado, todas as informações de comunicados são capturadas e armazenadas com seu projeto do Procore, incluindo os nomes do remetente, destinatário e datas relevantes. Por exemplo, talvez o sistema de e-mail de um usuário esteja desativado e a única maneira de enviar uma resposta oficial é por fax ou por telefone. Nesses casos, é possível usar os comunicados para acompanhar adequadamente essas correspondências dentro do Procore para fins de registro histórico e auditoria.
Passos
- 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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