Creating a Submittal Package

To create a Submittal Package:

1. Once logged into the project, from the secondary navigation bar, select SUBMITTALS - SUBMITTAL PACKAGES and select select SUBMITTALS. Click the  'Add New Package' button.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see SUBMITTALS - SUBMITTAL PACKAGES select , select 'More...' - 'Configure My Menu'. Add the SUBMITTALS form SUBMITTALS to your secondary navigation bar. See the screen shot below. SUBMITTAL PACKAGES is part of the SUBMITTALS menu and should be displayed once the SUBMITTALS form has been added to your secondary navigation bar.
2. Enter the Subject. Subject is a required field and must be completed in order to save the submittal package.
3. Enter General Notes pertinent to the Submittal Package
4. Save the Submittal Package

Linking a Submittal Item to a Submittal Package

Submittals can be bundled into a Submittal Package for review as a package. To link a Submittal Item to a Submittal Package, select 'SUBMITTAL PACKAGES' from the 'SUBMITTALS' menu on the secondary navigation bar. Click the 'Add New' button to create a Submittal Package. Under the Submittal Items collection, click the 'Add Submittal Items' button. Select one or more Submittal Items to be linked to the Submittal Package and click the 'Add Revisions' button. Linked Submittal Item will be displayed in the Submittal Items collection of the Submittal Package. Additionally, once a Submittal Item is linked to a Submittal Package, that Submittal Package will be displayed on the Submittal - Package Links panel. For more information on creating Submittal Item, please see the Help section Submittal Items

Take Action on a linked Submittal Item directly from the Submittal Package

If a Submittal Item is linked to a Submittal Package, action on the linked Submittal Item can be taken directly from the Submittal Package by clicking the 'Take Action' button for the Submittal Item in the Submittal Items collection. Action taken on Submittal Items is displayed in the 'Last Action' column in the Submittal Items collection of the Submittal Package. Additionally, the action taken will be displayed on the Submittal Item on the 'Action History' panel.

Editing a Submittal Package

To edit a Submittal Package, click the 'Edit' button from either the Submittal Package form or from the Submittal Package log view. Edit as desired and click 'Save' to save changes.

Viewing a Submittal Package

Submittal Packages can either be viewed in form view or the log view. To view submittal packages in log view, ensure that you have configured your secondary navigation menu to display the SUBMITTALS form. See the screen shot below. Clicking  'SUBMITTALS' on the secondary navigation bar will display a dropdown menu selection where SUBMITTAL PACKAGES is displayed as an option. To view the submittal package in form view, click the Subject link for the desired submittal package.

Sharing a Submittal Package

To share a Submittal Package to other project users, click the  'Share' button on the Submittal Package in form view. Use the Share modal to share the Submittal Package to other project team users. For more information on sharing, please see the Help section Sharing Information 

Deleting Submittal Packages

To delete a submittal package, select '...Delete' on the Submittal Package form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. The following rules apply to deleting Submittal Packages.

1. A Submittal Package that has been shared cannot be deleted
2. Deleting Submittal Packages does not delete linked Submittal Items
3. Deleting a Submittal Package that is in workflow resets the workflow information on the linked Submittal Items.

Helpful Screenshots