This page allows the general contractor (Add/Edit Submittals permission) or the subcontractor (Create Submittal permission) to create a new submittal package. Individual submittal items must first be added to a package before they can be sent to the submittal coordinator to start the design review. For instructions, see Create Submittal Packages.
At the package level, Submittal Coordinators can edit descriptive information (such as the Submittal Package Name or Submittal Package #) when all the items in the submittal package are in review. If some or all of the items inside the package are in the court of an Add/Edit team member, then the package will not be available for editing.
Submittal Coordinators can edit items in review only if the Allow Submittal Coordinator and Project Admin to edit submittal item fields while in review permission has been enabled on the Submittal Settings page.
A description of the fields and buttons located on this page are provided below:
Toolbar Buttons
- Save: Click to save changes.
- Cancel: Click to discard changes and return to the Submittal Register page.
Details
Field Descriptions
- Project: Displays the project name.
- Project Number: If available, the project number displays in this field. Project numbers allow you to have a unique identifier for each of your projects. Account administrators can add project numbers by going to Administration Tools > Projects > Project Settings > Choose a custom field option from the Project Number Custom Field drop-down menu.
- Submittal Package #: Enter the submittal package number in this field.
- Submittal Package Name: Enter a name for the package in this field.
- Description: Enter a description of the package in this field.
- Trade: Enter the trade for which the items in the package will be associated with.
Custom Fields
Custom fields that are available in this section can be edited.