Adding, Deleting, Editing, and Copying Submittals

How to add, delete, edit, or copy submittals while working in the PlanView module of SmartPlans.

In order to start adding, deleting, editing, or copying submittals in the PlanView module, please expand the submittal viewer on the right-hand side.

If you would like to manually add a submittal to the log for the project, click the add button highlighted below.

When the "Add Submittal" dialog box opens, you will need to fill out the "Spec Name/Title," "Submittal Type," and "Submittal Description" fields. Once complete, click on the "Save" button to save the submittal to the log.

To delete a submittal, click on the red trashcan button highlighted in the screenshot below.

If you would like to edit a submittal, click on the pencil-shaped button on the submittal that requires editing.

After editing the information in the available fields (Spec Name/Title, Spec Section, Sub Section, Submittal Type, Submittal Summary, & Submittal Description), make sure to click the "Save" button.

If you would like to make a copy of a submittal, click on the "Copy" button highlighted below.

After making a copy, you can click the "Edit" button on the newly created submittal in order to update the information contained in it.