Create submittals

Add a submittal to be able to track deliverables or documents and tie them to milestone dates.

This procedure configures the submittal information. If deliverables are enabled, you can add one or more deliverables to the submittal. See the topic Creating deliverables for information about adding deliverables. If deliverables are disabled, you can add one or more documents directly to the submittal.

1. On the Submittals register, click the Add icon, and then select a submittal type. The Details page for the submittal type opens.

2. Enter all required information. Mandatory information for a submittal includes the following;

   • Submittal number

   • Title

   • Revision

   • Description

   • Issued to company

   • Issued to user

   • Area

   • Discipline

   • Submittal manager

   • Kick off date

3. Adjust the kick off date, lead time, and late execution date in the Scheduled dates information block as needed. The milestone dates and kick off dates are calculated based on the selected execution date and their defined duration and float days. You can also edit the duration days and float days in the Milestone dates information block. See the topic About milestones for more information about milestone dates.

4. Click Save as draft.

You are now able to add deliverables or documents to the submittal. If you want to delete the draft submittal, select it, and then expand the Actions menu, and select Delete. The Submittal is then deleted from the register. Submittals can be updated individually or in bulk.

When you want to make the same changes to multiple submittals, you can save time by editing them in bulk.

Submittals must be of the same type to be updated in bulk. If you are the submittal manager, you can edit the activate self-perform mode in bulk. Submittals must be in the Draft state to edit this field in bulk. If one or more selected submittals are not in the Draft state, the Activate self performing mode toggle is disabled.

You can also use the import feature to update submittals in bulk. See Import submittals and deliverables for more information.

1. From the submittals register, select multiple submittals that require the same updates, and then go to Actions > Admin > Change submittal details. A details page opens. Fields that cannot be changed are disabled.

   

2. Enter the details you want to update, including the Activate self performing mode toggle.

3. Click Save. The changes are applied to all selected submittals.