Submittal Package

The Submittal Package page lists all available submittal packages and high-level details for each package.

Submittal Packages are used to group related Submittal Items that move through the review process together and serves as a convenient mechanism to apply actions in bulk to all of the Submittal Items within the package. However, sometimes during the review process, it becomes apparent that certain items within a package require different reviewers or longer review periods. E-Builder provides the flexibility to handle each submittal item separately if necessary.

When the View draft submittals account-level setting is enabled, all team members who have the View Submittals permission will be able to see Submittal Packages that are in Draft status.

The columns included in the table of Submittal Packages on this page may vary if the account administrator has established custom submittal package layouts through the Setup Module.

The following actions can be taken from this page:

General Contractor Tasks:

Subcontractor Tasks:

The Submittal Package filter allows you to narrow down the results list to just the packages you need to view. This filter can be collapsed to increase screen real estate, and then expanded if necessary, by clicking the expand/collapse button in the upper-left corner of the page.

A description of the fields and buttons located on the Submittal Package page is below:

  • Title: Enter the title of a package to filter by.
  • Description: Enter text included in the description of a specific item(s) to filter by.
  • Trade: Enter a trade in this field to filter by packages of a specific trade.
  • Submittal Package #: Enter a submittal package number to filter by items located in a specific page. You can filter on any part of the package number.
  • Priority: Click to filter for packages the include items of a specific priority level.
  • Custom Field 1: If applicable, click this drop-down arrow or enter a submittal package custom field to filter by packages that are associated with a particular custom field.
  • Open: Select to filter for open packages, which are those that have not yet been sent for review.
  • Closed: Select to filter for closed packages.
  • Draft: Select to filter for draft packages.
  • Overdue: Select to filter for overdue packages.
  • Custom Field 2: If applicable, click this drop-down arrow or enter a submittal package custom field to filter by packages that are associated with a particular custom field.
  • Clear: Click to clear the filter.
  • Filter: Click to filter by the specified criteria.
  • Create Package: Click to create a new submittal package.
  • Send for Review: Click to send select packages to the submittal coordinator for review.
  • Title: Displays the title of the package.
  • Description: Displays the description of the package.
  • Package #: Displays the package number.
  • Revision Number: Displays the revision number.
  • Status: Displays the status of the package.
  • Held By: Displays the name or email address of the people who currently have ownership of an item located in the package.