Definitions

The following table lists some of the key terminology relating to the Submittals module.

Term Definition
Deliverable The item that is required for the issued to company to complete the submittal. Documents can be uploaded to a deliverable to meet the requirements. You can configure at the project level whether to use deliverables to track documents. If you disable deliverables, documents are tracked against the submittal.
Issued to user or company The company responsible for providing the required deliverables or documents to complete the submittal.
Submittal manager The person from the managing company responsible for the submittal during its life cycle.
Managing company The company responsible for creating and managing the submittal throughout the life cycle.

The following table lists terminology related to milestones.

Term Definition
Kick off date The date the submittal process begins.
Lead time The amount of time required between the last milestone date and the late execution date.
Late execution date The date the submittal can be completed.
Submission due date The date deliverables or documents are required by the issued to company.
Duration The number of days required to complete a milestone.
Float The number of days between the completion of one milestone and the beginning of the next.
Scheduled milestone dates The original baseline dates as defined by the contract for the submittal to determine if it is behind, on track, or ahead of schedule.
Forecasted milestone dates

The current projected completion dates for the submittal. These dates are compared to the scheduled milestone dates to evaluate the progress of the submittal.