Manage Submittal Types

The Actions menu on the Submittal register page lets you manage the status types, milestone dates, and milestone notifications for your project.

Manage milestone notifications

You can use the Milestone notifications portion of the submittal type to specify the interval, in days, for milestone reminders, upcoming due dates and overdue submittals.Notifications are generated to alert the submittal manager of upcoming or overdue milestone dates. If the overdue milestone date is the submission due date, the issued-to company also receives the notification.

You can specify the interval in days for sending out reminders and notifications related to milestone dates.

The milestone notification settings are for the entire project. The milestone notifications are set individually for each submittal type.

1. From the Submittals register, click Actions, and then select Admin > Manage submittal types. The Manage submittal types dialog box opens.

   

2. Click the Settings icon in the Milestones notifications column for a submittal type. The Define milestone notification settings dialog box opens.

   

3. Enter the number of days for each of the following:

   • Remind users of milestone scheduled date

   • Send notifications for upcoming due dates every

   • Send notifications for overdue submittals every

4. Click Save.

5. From the Manage submittal types dialog box, click Close.