General Contractor Tasks

A General Contractor can take the following actions from the Submittal Register page:

As a general contractor, you should have Add/Edit Submittal permissions, which will give you the ability to take the actions implied by each of command buttons listed below.

  • Send for Review: Click to send select items to the submittal coordinator for review. You can send an entire submittal package for review or the individual items of the package.

    Submittal items must be part of a submittal package before they can be sent to the submittal coordinator for review.

    Sending individuals items for review allows you to get the review process underway if all items that belong to the package are not yet ready to be reviewed. For instructions, see Send Individual Items for Review. When a submitter (General Contractor) clicks the Send for Review button on the Items tab of the Submittal Package Details page, the submittal item status will change from "NEW" to "In Review".
  • Send to Sub: Click to send select items to a subcontractor. Subcontractors will receive an email notification with the details of the item(s). Both licensed and non-licensed Trimble Unity Construct subcontractors will be able to respond, make comments and attach documents to the item(s), however, only licensed subcontractors will be able to send the item to another subcontractor for review. A history log of the item's trail is accessible from the submittal item's History tab.
    The subcontractor's name or email address (depending on whether they have an Trimble Unity Construct username or not) will be place in the Held By field on the Submittal Register page. When the subcontractor responds, the Held By field will be updated with the general contractor's name as the item will effectively be back in the GC's court. For instructions, see Send Items to Subcontractors.
  • Add to Package: Click to add select items to a new or existing submittal package. Only new status submittal items can be added to a package. For instructions, see Add Items to Submittal Package.
  • Add Item: Click to add an individual submittal item. Typically, the submittal log is imported at the onset, but it may be necessary to update the register with individual submittal items as the need arise. For instructions, see Add Individual Submittal Items.
  • Delete: Click to delete select items. Only draft items now associated to a package can be deleted. For instructions, see Delete Submittal Items.
  • Import: Click to import submittal items. The submittal register is typically imported by the general contractor at the start of the submittal process, but additional items via import whenever necessary. Additionally imported items will be appended onto the existing list of submittal items. For instructions, see Import Submittal Register.