Category Options

Submittal categories are mainly used for reporting purposes. For example, you might want to run a report that shows all the outstanding shop drawing submittals in the last month. If the shop drawings category is created, the report will only show those results.

The following tasks will help you manage submittal categories:

To add a new submittal category

  1. Open Submittal Settings.
  2. Expand Submittal Options.
  3. Click Submittal Register. The Submittal Register Options page is displayed.
  4. Click the Category Options tab.
  5. In the Add New Category section, enter the name of the new category in the Category field.
  6. Click Add. The new category appears in the Categories table.

To edit existing submittal categories

  1. Open Submittal Settings.
  2. Expand Submittal Options.
  3. Click Submittal Register. The Submittal Register Options page is displayed.
  4. Click the Category Options tab.
  5. Click the Edit link located left of the item you wish to modify.
  6. The Category Name and Description fields are now editable. Make your revisions, and then click Save (In edit mode, the Save link replaces the Edit link).

To delete a submittal category

  1. Open Submittal Settings.
  2. Expand Submittal Options.
  3. Click Submittal Register. The Submittal Register Options page is displayed.
  4. Click the Category Options tab.
  5. Select the check box next to the status(es) you wish to delete.
  6. Click Delete.

The default submittal categories are as:

  • As-Builts
  • Bid Submittals
  • Certification
  • Mock Up
  • Operation/ Maintenance Manual
  • Product Data
  • Sample
  • Shop Drawing

To use default submittal categories

  1. Open Submittal Settings.
  2. Expand Submittal Options.
  3. Click Submittal Register. The Submittal Register Options page is displayed.
  4. Click the Category Options tab.
  5. Click the Use Defaults button.