03 - Submittals

The Submittals section of the Project Management Module

Submittals
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...
Tue, 14 Jun, 2022 at 11:19 AM
Advanced Submittal Workflows
Submittal Workflow is a function that allows for an additional review process to be completed within a submittal package. Submittal Workflow can be used for...
Thu, 24 Feb, 2022 at 6:54 PM
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
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
Submittal Section/Folder Permissions
Read - Allows Project Member to only see Submittal Packages that they are listed as the Reviewing Company (To), Project Manager (From), or Submitting Compan...
Thu, 24 Feb, 2022 at 6:50 PM
Submittals - Return from Review with Quick Reply
What the Video! The quickest way for Reviewers to return submittals is by using Submittal Quick Reply. This handout will guide the user through Using Submi...
Fri, 5 Aug, 2022 at 3:18 PM
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
4.8.6 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...
Thu, 15 Sep, 2022 at 9:49 AM