Create Submittal Items

This page provides instructions on how to manually create new submittal items in the Submittals tool. It covers:

The submittal creation form and available fields
Setting the spec section, title, number, and other details
Adding attachments, planning dates, references, etc.
Understanding the suggested next submittal number

To manually create items:

Select the Submittals tool on the left.
Click Create item.
Select a Spec section using the drop-down list or Create new to generate a new spec section.
Enter a Sub spec section (optional).
Enter a Title.
Enter a Number. For more details, see Submittal Custom numbering.
Enter a Description (optional).
Select or create a package (optional).
Choose a Type using the drop-down list.
Assign a Responsible contractor (only available to managers) or Manager.
Select a Priority.
Add Attachments (optional, only available to members and project admins).
Select Planning dates (optional).
Enter a Lead time (optional).

Calculating Next Available Submittal Numbers

The suggested next number is calculated as the previous number incremented by 1. If Spec Section numbering method is chosen suggested next number is the previous number within a given Spec Section incremented by 1.

Important:

Previous number is the last submittal created in the project.

Additional logic handles prefixes, suffixes, and leading zeros. This allows submittal numbering to stay organized as submittals are added, edited, and removed over the project timeline.

Note:

Deleted drafts, manually edited and cleared numbers are ignored in the calculation of next available submittal number. These numbers can be set manually if they pass validation.

Tip: When creating multiple submittal items, check Create another to open a new Create item window once you click Create

This page provides instructions on how to manually create new submittal items in the Submittals tool. It covers:

The submittal creation form and available fields
Setting the spec section, title, number, and other details
Adding attachments, planning dates, references, etc.
Understanding the suggested next submittal number

To manually create items:

Select the Submittals tool on the left.
Click Create item.
Select a Spec section using the drop-down list or Create new to generate a new spec section.
Enter a Sub spec section (optional).
Enter a Title.
Enter a Number. For more details, see Submittal Custom numbering.
Enter a Description (optional).
Select or create a package (optional).
Choose a Type using the drop-down list.
Assign a Responsible contractor (only available to managers) or Manager.
Select a Priority.
Add Attachments (optional).
Select Planning dates (optional).
Enter a Lead time (optional).

Calculating Next Available Submittal Numbers

Important:

Previous number is the last submittal created in the project.

Additional logic handles prefixes, suffixes, and leading zeros. This allows submittal numbering to stay organized as submittals are added, edited, and removed over the project timeline.

Note:

Deleted drafts, manually edited and cleared numbers are ignored in the calculation of next available submittal number. These numbers can be set manually if they pass validation.

Tip: When creating multiple submittal items, check Create another to open a new Create item window once you click Create