03 - Submittals

The Submittals section of the Project Management Module

Submittal Section Permissions Overview
Submittals Section Submittal Subfolder Additional Resources Submittals Section Read - Allows a Project Member that is assigned to the Submittal Pac...
Wed, 6 Sep, 2023 at 1:51 PM
Create Submittals
Article Content Navigation About Submittals Creating Submittal Packages Creating Submittal Items Managing Submittal Attachments Additional Resources ...
Tue, 21 Jan, 2025 at 1:59 PM
Creating a Submittal Items from the Expediting Log
Note: Expediting Log CSI Codes must be fully expanded to show items for conversion to submittal in order to process    Checkbox one or multiple Expediting...
Tue, 14 Jun, 2022 at 10:19 AM
Submitting Submittal Items For Approval
Article Content Navigation Submitting For Approval via Submittal Transmittal (Standard Method) Manually Submitting For Approval (No Transmittal or Notifi...
Tue, 21 Jan, 2025 at 2:32 PM
Return Submittal Items from Review on Behalf of Reviewer
Article Content Navigation About Returning Items from Review on Behalf of the Reviewer Return Submittal Items Additional Resources About Returning It...
Tue, 21 Jan, 2025 at 2:33 PM
Return Submittal Items from Review with Quick Reply (Recommended!)
Article Content Navigation About Submittal Quick Reply Return Submittal Items Via Quick Reply Watch the Video Additional Resources About Submittal ...
Thu, 21 Nov, 2024 at 8:16 AM
Return Submittal Items from Review with Transmittal Quick Return Option
Article Content Navigation About Returning Submittal Items from Review via Transmittal Quick Return Return Submittal Items Additional Resources About...
Thu, 19 Dec, 2024 at 4:46 PM
Return Submittal Items from Review within Submittal Package
Article Content Navigation About Returning Submittal Items Within a Submittal Package Return Submittal Items Additional Resources About Returning Sub...
Tue, 21 Jan, 2025 at 2:34 PM
Submittal Item Revisions
Article Content Navigation About Submittal Item Revisions Creating a Submittal Item Revision Additional Resources About Submittal Item Revisions Sub...
Thu, 21 Nov, 2024 at 8:37 AM
Returning Submittals to the Subcontractor via Submittal Transmittal
Article Content Navigation About Returning Items to the Subcontractor Return Submittal Items to the Subcontractor Additional Resources About Returnin...
Tue, 21 Jan, 2025 at 2:43 PM