Submittals Setup

The Trimble Unity Construct Submittals module helps the project team actively manage the full submittal process, confirming that the contractor's planned work on the job site will meet the designer's intentions as detailed in the project specifications. This module has streamlined the process to make it easy for subcontractors, general contractors (GC), submittal coordinators and design reviewers to collaborate within a single system.

Certain key items need to be configured before you can use the Submittals module efficiently. Submittal permission settings should be applied before the start of the submittal process to ensure all users are able to perform their expected duties.

In the Submittals setup process, you can manage:

  • Submittal settings
  • Custom fields
  • Submittal package layouts
  • Mail merge templates