Create Submittal Items

Manually create submittal items in the Submittals tool.

To manually create items:

1. Open the Submittals tool.
2. Choose Create item.
3. Choose a Spec section, or create a new one.
4. Enter a Sub spec section (optional).
5. Enter a Title.
6. Enter a Number. For more details, see Submittal Custom Numbering.
7. Enter a Description (optional).
8. Choose or create a Package (optional).
9. Choose a Type.
10. Assign a Responsible contractor (managers only) or a Manager.
11. Choose a Priority.
12. Add Attachments (optional, only available to members and project admins).
13. Choose Planning dates (optional).
14. Enter a Lead time (optional).
15. Choose Create.

Calculate the next available number

The suggested next number is the previous number plus 1. If you choose the spec section numbering method, the suggested number is the previous number in that spec section plus 1. The suggested number keeps your prefix, suffix, and leading zeros.

The previous number is the number of the last submittal created in the project. This keeps submittal numbering organized as submittals are added, edited, and removed over the project timeline.

Numbers of deleted drafts, manually edited numbers, and cleared numbers are ignored when the suggested number is calculated. You can set these numbers manually if they pass validation.

Import submittal items

Only managers can import submittal items. Project admins assign the manager role in the submittal settings (Settings > Permissions).

1. Open the Submittals tool.
2. Select the drop-down icon next to Create item .
3. Choose Import Items.
4. Choose Browse.
5. Choose the file.
6. Choose Open.
7. Choose Import Items.

You get an email when the import succeeds.

Spec sections

Spec sections organize submittals and link them to project specifications.

There are two ways to add spec sections:

• Choose an existing spec section when you create a submittal.
• Create a new custom spec section.

To learn more, see Submittal Spec Section.

Packages

Packages let you group multiple, related submittals. For example, you may create a package for all submittals related to concrete work.

There are two ways to add packages:

• Choose an existing package when you create a submittal.
• Create a new custom package.

To learn more, see Submittal Packages.

Types

The Type helps identify and categorize a submittal. Common types include:

• Shop Drawing: Detailed drawings showing how project components will be fabricated and installed
• Product Data: Catalogs, brochures, performance charts, or other information on products to be used
• Samples: Physical examples demonstrating materials, finishes, colors, textures, or workmanship

To learn more, see Submittal Types.

Permissions

Permissions determine who can view and edit a submittal. Permission levels can be customized as needed.

Attachments

You can attach files to a submittal, such as PDFs, images, Revit models, and spreadsheets. This lets you include supplemental information.

You can add attachments in these ways:

• Drag and drop files onto the attachments area when you create a submittal.
• Click the attachments area to open a file browser and select files.
• After you create the submittal, add attachments when you move it to its next step.

To learn more, see Submittal Attachments.

Fields