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为送审工具指定“默认送审经理”

目标

为项目的送审工具指定“默认送审经理”。

背景

In Procore, a submittal manager is a person responsible for overseeing a submittal throughout its lifecycle. If you create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the 'Submittal Manager' by default. However, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager). The 'Submittal Manager' field lets you change ownership of a submittal when the person who created a submittal (or that submittal's current manager) is no longer a member of the project team.

需要考虑的事项

  • 所需用户权限
    • 要指定项目的“默认送审经理”,需要项目送审工具的“管理员”级别权限。
    • 被指定为项目的“默认送审经理”、“标准”级别或更高级别的项目送审工具权限。
      注意:拥有“标准”级别权限的用户无法更改单个送审的“送审经理”。

步骤

  1. 导航到项目的送审工具。
    这将显示送审页面。
  2. 点击配置设置icons-settings-gear.png
    这将显示"送审设置"页面。
  3. 在送审设置中,执行以下操作:
    • Default Submittal Manager. Select the desired submittal manager. See What is the 'Submittal Manager' role?

    • Update. Click this button to save the item.

      系统会保存更改,并且此人的姓名会在项目中所有新送审中自动选择。现有送审的送审经理不会更新。

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page icon-external-link.png.