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About Transmittals

The Transmittals section of the Project Management module will be where all project Transmittals will be managed and held. The main purpose of the Transmittal is to send various project items and notifications out via an email notification as a project record. Transmittals have a To, From, and CC list that identifies the collaborators of the Transmittal.

Transmittals have the ability to carry specific attachment files, referenced project documents, as well as some other project section items.

The Transmittals section is subject to both Project Member Permissions and Project Section Folder Access, please ensure project members have permissions assigned that allows for Transmittal collaboration to both the section and any subfolders. Additionally, Transmittals have various settings available within Project Defaults.

Transmittals have their own print and email templates. Out-of-the-box prints and email are provided and are considered the standard in the system. Organizations have the opportunity to customize these via the StratusVue Professional Services - Reporting Team. If you are interested in customizing the Transmittal PDF Prints or Email Templates, please contact support@stratusvue.com.

Transmittal Types & Overview

There are three types of transmittals within the system:

Standard Transmittals

The Standard Transmittal is created from within the Transmittals section of the Project Management module. These are created by selecting "New Transmittal". Check out the Create Transmittals article for more details about creating a Standard Transmittal.

The Item Type of a standard Transmittal is not automatically populated and there are no "originating item" fields available - as the Transmittal is not being created from a different project section item.

The Standard Transmittal has its own Email Notification

Auto-Generated Transmittals

Auto-Generated Transmittals are automatically created from within other Project Sections of the project. These Transmittals automatically include a link and information regarding the items that are being transmitted.

Commitment Transmittal

Commitment Transmittals are generated by using the Transmit button on a Commitment held within the Commitment Info section of the Cost Management module. Check out the Transmit Commitments article for more details about Transmitting a Commitment.

For Commitment Transmittals, the Item Type Transmitted defaults to Subcontract or Purchase Order, depending on the Commitment type that was selected for Transmission.

Within the Transmittal, the Commitment Number will be listed and is a clickable hyperlink to navigate to that Commitment (with the appropriate permissions)

Within the Transmittal Attachments section, the Commitment Item will be listed.

Within the Transmittals grid, the Originating Item column will be populated with the related Commitment Number and is a hyperlink to navigate to that Commitment (with appropriate permissions)

The Commitment Transmittal has its own Email Notification

Cost Event Transmittal (Contract & Commitment Events)

Cost Event Transmittals are generated by using Transmit within a Contract Event or a Commitment Event. Check out the Transmit Cost Events (Contract Events and Commitment Events) article for more details about Transmitting Cost Events.

For Cost Event Transmittals, the Item Type Transmitted defaults to Change Orders.

Within the Transmittal, the Cost Event Number will be listed and is a clickable hyperlink to navigate to that cost event (with the appropriate permissions)

Within the Transmittal Attachments section, the Cost Event will be listed.

Within the Transmittals grid, the Originating Item column will be populated with the related Cost Event Number and is a hyperlink to navigate to that cost event (with appropriate permissions)

The Cost Event Transmittal has its own Email Notification

Submittal Transmittal

Submittal Transmittals are generated using the Submittal Processing Options within a Submittal Package: Submit for Approval, Return from Review (3 ways), Return to Sub

For Submittal Transmittals, the Item Type Transmitted defaults to Submittal

Within the Transmittal, the Submittal Package Number will be listed and is a clickable hyperlink to navigate to that Submittal Package (with the appropriate permissions)

Within the Transmittal Attachments grid, the Submittal items will be listed to the Submittal Transmittal.

Within the Transmittals grid, the Originating Item column will be populated with the related Submittal Package Number and is a hyperlink to navigate to that Submittal Package (with appropriate permissions)

The Cost Event Transmittal has its own Email Notification

Manually Generated Document & Project Report Transmittals

Documents Transmittal

Documents Transmittals can be created by following the Transmit Document Files & Folders article.

The Item Type Transmitted does not default within any selections.

Files are added to Referenced Documents and Folders are added to Referenced Folders

Documents Transmittals use The Standard Transmittal Email Notification

Project Report Transmittals

Project Report Transmittals are generated by selecting Transmit on various Project Level Reports. When generated, they will include the PDF Print of the report as an attachment to the Transmittal.