A submittal package is a collection of submittal items grouped together by the contractor to expedite the approval process. Individual submittal items cannot be sent to the submittal coordinator, only submittal packages can be exchanged between the general contractor and the submittal coordinator; however, if you discover that additional items need to be sent to the coordinator after the package has been sent, you can edit the package to include those items. If one item needs a response faster than the other items, it is recommended to send that item in its own package. The submittal coordinator should review and update the status of all items before submitting the package back to the contractor.
To create a submittal package
- Go to the Submittal Packages page. For access instructions, see Access Submittals.
- Click Create Package.
- Enter all necessary fields.
- Click Save.
- Click Add Items.
- Make one of the selections below, and then click Add.
- Add existing items:
- The Add Items dialog box appears. Select the check box next to the item(s) you wish to add to the package.
- Click Add to Package.
- A confirmation dialog box appears. Click OK.
- Add New items:
- The Add Submittal Item page appears.
- Enter all required fields.
- Click Save.
The Create Submittal Package page is displayed.
Tip
When selecting the CSI Division, if you enter the first couple of numbers it will bring you down to that section.
The Submittal Package Details page is displayed.
The Add To Package submenu displays.