Bulk Actions on Submittal Items

To increase efficiency, you can perform the same action to a series of selected submittal items. The following bulk actions are supported in the Project Management module:

• Edit fields: Allows you to change the responsible contractor, manager, due date, and submittal type.
• Add to package: Allows you to select multiple submittal items and assign them to a single package.
• Remove from package: Allows you to remove the selected submittal items from their packages. The items do not need to be part of the same package.
• Assign to Responsible Contractor: Allows you to assign multiple items to a single contractor. This action requires the items to be in DRAFT or OPEN status, and not in a package.
• Submit to Manager: Allows you to send multiple items to a single manager. This action changes the status to OPEN and is visible to other companies.
• Set as Void: Allows you to change the status of multiple submittal items to VOID.

Bulk Action Workflow

1. Click the Module Selector .

2. Select the Submittals tab.

3. Select the Items tab.

4. Select items using the checkbox on the left side of the item in the list.

   Tip: The actions available may differ depending on the items selected. Hover over an action to see the requirements for that action.

5. Select an action.

6. If necessary, make desired changes. Set as Void and Remove from package don't require more entries.