Add/Edit Submittal Items

1. On the Home page, click the All Projects drop-down menu to select a project.
2. In the Project Menu on the left navigation pane, click the Submittals link.
3. Click the title of a submittal item to view its details. The Submittal Item Details page is displayed for the selected item.
4. Click Add Item to view the Add Submittal Item page.

1. On the Home page, click the All Projects drop-down menu to select a project.
2. In the Project Menu on the left navigation pane, click the Submittals link.
3. Click the title of a submittal item to view its details. The Submittal Item Details page is displayed for the selected item.
4. Click Edit to view the Edit Submittal Items page.

• Save & Add New: Click to save changes and add an additional submittal item.
• Save: Click to save changes.
• Cancel: Click to discard changes and return to the Submittal Register page.

This section allows you to enter descriptive information about the submittal.

• Project: Displays the project name.
• Title: Enter the title of the submittal item.
• Description: Enter an additional description of the item.
• Number: Submittal Item numbers are generated by e-Builder starting with 1. A number will be assigned to this item after saving.
• Submittal Package: The GC will typically package submittal items after they've been submitted by a subcontractor, however, the system allows you to add draft items to a package at any time. When adding a submittal item, this field is editable and allows you to choose an existing Submittal Package to add the item to. For instructions on creating a new package, see Create Submittal Packages. When editing a submittal item, this field is editable for draft items only (Items that have not been sent to the Submittal Coordinator for review) and allows you to choose a new submittal package. Once the package has been sent for review, this will be a non-editable field.
  

  Submittal package numbers are auto-generated according to project or CSI code, depending on the account setting.

• Spec Section: Enter the specification section in this field. In many cases this will be the CSI code used on the submittal item.
• Category: Click this drop-down arrow to select the category that the submittal item belongs to. Submittal categories are customizable by account administrators, therefore available categories may vary.
  

  Default categories provided by e-Builder include:

  • As-Builts
  • Bid Submittals
  • Certification
  • Commissioning Scripts
  • Mock Up
  • Operation/Maintenance Manual
  • Product Data
  • Sample
  • Shop Drawing
  • Test Report
• Responsible Sub/Manufacturer: Enter the name of the subcontractor or manufacturer responsible for completing the work for this submittal item.
• 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.
• Status: By default, all new submittal items enter the system in New status. This status will be updated by the submittal coordinator after they review the item.
• Item Status: Submittal items are in a draft state when they're entered into the system. Submittal item statuses typically follow this life cycle:
• Draft: Items that have not yet been added to a submittal package.
• Open: Items that have been added to a submittal package.
• Closed: Items whose status has been updated to Close by the general contractor after review has been completed by the submittal coordinator, UNLESS the project and account setting is enabled that automatically sets the submittal item statuses to Closed when a specific status is selected by the submittal coordinator. For more information, see one of the following:
  • Account setting: Manage Submittal Register Options
  • Project setting: Submittal Settings Page
• Submittal Coordinator: The submittal coordinator to whom the item is assigned. Project submittal coordinators and administrators can change the Submittal Coordinator on submittal items in review to another coordinator assigned on the project. Submittal coordinator changes will be logged and displayed on the History tab on the Submittal Item Details page. When the submittal coordinator is changed, an email notification will be sent to the new submittal coordinator about the submittal item assignment.
  

  This field is displayed only if the submittal coordinator reassignment feature has been enabled for the project and all users who are in the submittal coordinator list for the project will be available for selection.

• Priority: All items are set to Normal priority by default. Click this drop-down arrow to give this item a different priority level, such as Low or High. If changed, one of the following priority icons will appear next to the item on the Submittal Register page:
  

  High Priority

  Low Priority

• Revision: A revision number is automatically assigned when a revision is made to the item.
• Sub Section: Enter the sub section in this field. In many cases this will be the sub section CSI code used on the submittal item.
• Commitment: Click this drop-down arrow to select a commitment to tie this item to.

This section allows you to enter the date details for the submittal item. Target dates are entered in the left column and the actual dates in the right column.

Date details can also be imported. See Import Submittal Register for instructions.

• Date Due From Subcontractor: Date the submittal item content needs to be submitted to the general contractor from the subcontractor. Also set by the GC with the Send to Sub action.
• Submit For Review Due Date: Date the general contractor needs to send the item to the submittal coordinator to start the design review.
• Review Complete Due Date: Date that the design review needs to be completed, and the submittal coordinator returns the item to the general contractor. Also set by the GC with the Send for Review action.
• Consultant Respond By Date: Date that all of the design reviewers need to be completed, and returned back to the submittal coordinator. Also set by the submittal coordinator with the Forward for Review action. This field may or may not be editable when entering a submittal item, depending on the account setting. See Allow Editing of System-Generated Dates for more information.
• Return Due Date: Date the general contractor needs to return the item to the responsible sub/manufacturer after finalization by the submittal coordinator.
• Delivery Due Date: Date the item needs to be delivered to the facility or final destination, after it has been approved.
• GC Complete Review Due Date: Date the GC needs to forward to the submittal coordinator after receiving from the subcontractor. Also set by the subcontractor with the Send to GC action.
• Date Received From Subcontractor: Actual date that the item was received from the subcontractor. Automatically updated when the subcontractor uses the Reply action.
• Date Submitted For Review: Actual date the item was sent to the submittal coordinator. Automatically updated when the GC uses the Send for Review button. This field may or may not be editable when entering a submittal item, depending on the account setting; see Allow Editing of System-Generated Dates for more information.
• Date Review Completed: Actual date the submittal coordinator completes the review of this item and sends it back to the contractor. Automatically updated when the submittal coordinator uses the Send to Contractor action. This field may or may not be editable when entering a submittal item, depending on the account setting. See Allow Editing of System-Generated Dates for more information.
• Consultant Review Complete Date: Actual date when the final design reviewer completes review and returns to the submittal coordinator. Automatically updated when the final reviewer uses the Review Complete action. This field is not editable when entering a submittal item. This date will automatically update when the final reviewer returns the item to the submittal coordinator.
• Date Returned: Enter the actual date that the item was sent to the responsible party, after the submittal coordinator's finalization.
• Date Delivered: Enter the actual date that the item was delivered to its destination.
• Date Sent to Subcontractor: Actual date the GC requests documentation from the subcontractor. Automatically updated when the GC uses the Send to Sub action.
• Date Sent to GC: Actual date the subcontractor sends item to the GC. Automatically updated when the subcontractor uses the Submit to GC action.

If available, submittal custom fields are displayed in this section for you to complete.