Creating a Submittal

To create a Submittal:

1. Once logged into the project, from the secondary navigation bar, select SUBMITTALS - SUBMITTALS and select 'Add New'.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see SUBMITTALS - SUBMITTALS, select 'More... - Configure My Menu'. Add the SUBMITTALS form to your secondary navigation bar. See the screen shot below.
2. Enter the Subject. Subject is a required field and must be completed in order to save the submittal.
3. Specification Section - Click the 'Choose' button. Select the Specification to be associated with this Submittal and click the 'Choose' button
   1. Once the Submittal is saved, the Specification Section referenced in the Submittal can no longer be changed
   2. For information on creating Specifications, see the Help section Specifications 
4. Enter the Submittal #. Submittal # is a required field and must be completed in order to save the submittal. The Submittal # suggests the next available number based on the Specification Section selected
1. Submittal # is auto incremented based on the linked Specification Section including the revisions of those Specifications.  
   1. Spec Section 0001 - Submittal # 01, Submittal # 02, etc.
   2. Spec Section 0002 - Submittal # 01, Submittal # 02, etc.
   3. Spec Section 0002 Revision 001 - Submittal # 01, Submittal # 02, etc.
2. Once the Submittal is saved, the Specification # can no longer be changed
5. Revision # - The first submittal starts at revision 0. This number can be changed.
6. Revision Date - Enter the date of the Submittal
7. Type - Select the appropriate submittal type from drop down. This field can be left blank. 
1. Cut Sheet
2. Data
3. Literature
4. Mock-Up
5. MSDS
6. Report
7. Sample
8. Shop Drawing
9. Other
8. Enter the Responsible Party
9. Submittal For - Make the appropriate selection from the drop down
   1. Approval
   2. Information 
10. Target Approval Date - Select the expected Target Approval Date from the Calendar
11. Approval Lead Time (Days) - The number of days entered to calculate the Due Date based on the Target Approval Date
12. Submittal Workflow Fields - The following fields are part of the Submittal Workflow process and are not directly entered or edited.
    1. Due Date - The Due Date is a calculated field that subtracts the Approval Lead Time from the Target Approval Date
    2. Status - Calculated field that will show a value of Not Submitted, Submitted or Closed based on other fields
       1. Not Submitted - Submittal is either not linked to a Submittal Package or is linked to a Submittal Package not yet engaged in the Submittal Workflow process.
       2. Submitted - Submittal is linked to a Submittal Package - Submittal Package has been engaged in the Submittal Workflow process
       3. Closed - Submittal Closed Date has been entered and the Submittal has been saved. 
    3. Original Submitted Date - The date that the first Submittal within the Submittal Revision sequence was submitted into workflow via a Submittal Package
    4. Revision Submitted Date - The date that this Submittal revision was submitted into workflow via a Submittal Package
    5. Ball in Court - The user that this Submittal is assigned to from the last step in the workflow of its Submittal Package
    6. Days Ball in Court - The number of days this Submittal has been sitting at its current Ball In Court
13. Closed Date - When a Submittal has a Closed Date then its Status will show a value of Closed and it will no longer be eligible to pull into new Submittal Packages
14. Save the Drawing

Creating a Submittal Revision

From an existing Submittal, click the 'Create Revision' button. The Revision # will be automatically incremented based on the last revision number for that submittal. The Revision # is editable and can be changed. Using the 'Create Revision' button will create the submittal revision with the same submittal information from which the revision was created. From here, edit the submittal revisions as necessary and save the new revision. The 'Create Revision' button is only available on the latest revision of the Submittal.

Editing a Submittal

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

Viewing a Submittal

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

Linking a Submittal to a Submittal Package

Submittals can be bundled into a Submittal Package for review as a package. To link a Submittal 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 Submittals collection, click the 'Add Submittal Items' button. Selection one or more submittals to be linked to the Submittal Package and click the 'Add Revisions' button. For more information on Submittal Packages, please see the Help section Submittal Packages

Sharing a Submittal

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

Take Action on a Submittal

Each submittal provides an 'Action History' panel. Take action on a submittal on the Action History panel by clicking the 'Take Action' button. Identify the action taken and enter any notes pertinent to the submittal and click 'Take Action'. The action taken will be listed on the 'Action History' panel including your name, your company's name, the date the action was taken, and any added notes. If a Submittal is linked to a Submittal Package, action on the linked submittal can be taken directly from the Submittal Package by clicking the 'Take Action' button on the submittal in the Submittal Items collection. Action taken on submittals is displayed in the 'Last Action' column on the Submittal Items collection of the Submittal Package.

Deleting Submittals

To delete the most recent revision of a submittal, select '...Delete' on the Submittals form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Submittals can only be deleted in the following scenarios.

1. The Submittal is the most recent revision
2. The Submittal is not linked to a Submittal Package
3. The Submittal has not been shared

Helpful Screenshots