Submittal Package Options

Submittal package settings impact the way packages are ordered, configured and searched for in e-Builder. These settings directly influence the task of Creating a Submittal Package.

There are three submittal package settings. An overview of each setting is described below.

To access submittal package options

  1. Open Submittal Settings.
  2. Expand Submittals Options. The submittal options are displayed.
  3. Click Submittal Package. The Submittal Package Options page is displayed.
  4. Select the required options from the page.

    An overview of each submittal package setting on this page is described below:

    • Use CSI List: Click the drop-down arrow to select whether a CSI List should be used to classify the submittal packages for this project. Whether this feature is set to yes or no, users can still enter free-form text into this field.
      This is an account level setting that applies to all projects in the account, but it can be overridden at the project level by the administrator or users with add/ create permissions.

      Yes is the default value. When CSI codes are used, they represent the second set of numbers in the submittal package number.

      No will effectively remove the second Submittal Package setting option below: CSI List to Use. While creating a submittal package, the CSI Codes drop-down list will not display on the Submittal Package page if this feature is set to No. However, a space will be provided for users to enter a second set of numbers in the Submittal Package # field. Free-form text entry is allowed, or the field may be left blank for a two-digit set submittal package number.

    • CSI List to Use: This option only displays if Yes is selected in the Use CSI List field. Click the drop-down arrow to select a CSI format. Available options include:

      • CSI MasterFormat 1995
      • CSI MasterFormat 2004
      • CSI MasterFormat 2012
      • User Defined List

    • If "User Defined List" is selected, the package numbering will use the construction codes from the Account Setup module, which can be loaded with an imported custom list of CSI codes.

    • Submittal Item Spec Section Populated by CSI Code: This option is displayed only if Yes is selected in the Use CSI List field.

    • If selected, the Spec Section field on the Add/ Edit Submittal Item page will be a drop-down menu of CSI options as opposed to a free-form entry field. This setting would help reduce errors that could be introduced with free-text entry.

    • If you track items by spec section, make this a required field to ensure this information is always captured. For instructions, see Manage Required Submittal Fields.

    • Auto Numbering Packages:
      Per Code      : Choose this option to automatically number submittal package records in sequential order (1, 2, 3, etc.), by division.

      All submittal packages in division one are numbered in sequential order. All submittal packages in division two are numbered in sequential order, and so forth.

      Per Project: Choose this option to automatically number submittal package records in sequential order (1, 2, 3, etc.), regardless of division.

      Submittal packages are numbered sequentially in the order in which they are created, regardless of division.

    • Allow Items to be Added After Review Starts: Selecting this box enables the Add Items button on the Submittal Packages Item tab to allow selection from the Draft Submittal Items list. This applies to open packages after being sent for review to the submittal coordinator. When this is turned on, team members with the following permissions can add items:
      • Create permission for the packages they authored
      • Add/ Edit permission
      • Administrators

    • Allow Revision Items to be Added to Existing Packages: Selecting this box adds a drop-down list for Submittal Package when creating a submittal revision. From the drop-down, you can either create a new package in the same series (same package number and incremented revision), OR you can select an existing open package in the series to attach the revised item to. The revised submittal item cannot be added back into the same package that it currently exists in. For projects with large numbers of resubmittals, this helps consolidate the number of packages in review.
      This setting is independent from the "Allow Items to be Added After Review Starts" setting above. Revisions can be added to any open package within the package number series, even if it has been forwarded for review. For projects with large numbers of resubmittals, this helps consolidate the number of packages in review.

  5. Click Save.