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 2:51 PM
BASICS  The Submittal Package contains Submittal Items.  It is the items within each package that contain the item status.  This will allow for each item t...
Thu, 15 Jun, 2023 at 2:14 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 11:19 AM
Submittals - Return from Review on Behalf of Reviewer
There are circumstances that will cause a Submittal Item to need to be returned from review on behalf of the reviewing party.    1. Navigate to the Submit...
Thu, 24 Feb, 2022 at 6:50 PM
Submittals - Return from Review with Quick Reply
Watch the Video! The quickest way for Reviewers to return submittals is by using Submittal Quick Reply. This handout will guide the user through Using Subm...
Tue, 10 Jan, 2023 at 8:25 AM
Submittals - Return from Review with Transmittal Quick Return Option
Important: For Submittal Quick Reply to be available, Quick Reply must be turned on for the project.  Refer to: 1.5.2 Turning on Project Quick Reply Once ...
Mon, 20 Jun, 2022 at 9:18 AM
Submittals - Return from Review within Submittal Package
1. Navigate to the Submittal Package that contains the Submittal Item(s) being returned - There are a few ways to get to the Submittal Package. The two mos...
Tue, 25 Oct, 2022 at 8:51 AM
Advanced Submittal Workflow - Setup & Use
Article Content Navigation About Advanced Submittal Workflow Setting Up a Project to Use Advanced Submittal Workflow List Management: Setting Up Workflo...
Thu, 21 Sep, 2023 at 2:43 PM
Using Advanced Submittal Workflow with Submittal Transmittals
Article Coming Soon!
Wed, 7 Jun, 2023 at 9:29 AM
Submittal Package Advanced Forwarding
Step 1: Forwarding the Original Submittal Package into your Folder Structure Before forwarding the package review the submittal items and the attachments f...
Mon, 20 Jun, 2022 at 9:17 AM