Create Submittal Items

Managers and responsible contractors can create Submittal items.

Create Single Items

In the Project Management module:

1. Select Submittals.
2. Select the Submittal Items tab.
3. Click Create new item.
4. Use the drop-down menu to select a Spec Section. Click Create new if the desired Spec section is not available.
5. You can also type in a Sub spec section.
6. Enter a Title.
7. You can also enter details into the Description about the item.
8. Use the drop-down menu to select a Type.
9. Use the drop-down menu to select the Responsible Contractor. This option is only available for a Manager role.
10. You can also:
    • Choose a due date.
    • Upload any files for review.
11. Check the For Review checkbox.
12. Click Create.

Add Attachments

Drag files into an item or use the browse feature to add files.

Submit Items to a Manager

Items created by a contractor must be submitted to a manager. The manager can either group items into packages for review or can submit the items to reviewers.

If a manager is submitting an item on behalf of a responsible contractor, the manager must submit the item to another manager. Submitting to a manager changes the status to Required, which is necessary to add items to a package.

Click Submit to Manager in the Action banner to send an item to a manager.

Import Multiple Items

Managers can do a batch import by using an Excel spreadsheet. In the Project Management module:

1. Select Submittals.
2. Click Import.
3. Download the sample Excel file.
4. Add submittals into the spreadsheet starting on row 4.
   • The Spec section number needs to match an existing spec section (it is case sensitive). If the spec section doesn't match, a new spec section is created.
   • The Submittal Type column is a drop-down menu.
5. Click Browse.
6. Navigate to the file on your local computer.
7. Click Open.
8. Click Import.