Create Packages

Packages are an optional workflow to group related items together. Managers are responsible for creating packages and grouping items for the package together. Everyone in a project can see packages, but only those with proper permissions can see items within a package.

Create Submittal Package

Managers create submittal packages to group submittal items.

1. Click the Module Selector .
2. Switch to the Submittals tab in the Project Management toolbar.
3. At the top of the screen, click Packages.
4. Select Create New Package.
5. Enter your information:
   • Spec Section: Select an existing section or create a new one.
   • Title: Enter a descriptive title to identify the item.
   • Reviewer: Select one or more reviewers.
   • Co-Reviewers: (Optional) Select other members to contribute to the response.
   • Distribution List: (Optional) Select members to distribute the package to.
6. When done, click Create.

Add Submittal Items to Package

Place items into a Package for review. Multiple items can be added to the same package using a bulk action, learn more

1. Click the Module Selector .

2. Switch to the Submittals tab in the Project Management toolbar.

3. At the top of the screen, click Items and open an Item.

4. Select Add to package.

   Note: If the item is not in the Open status, you must first click Submit to manager.

5. Either select an existing Package, or choose Create submittal package to create a package.

   Note: The responsible contractor assigned to the submittal item must be the same responsible contractor that is assigned to the package.

6. Click Done.