Log the submittal
- Open the project and choose Submittals in the sidebar.
- Click New in the top right. A New submittal form opens in place of the list. (The button now reads Close form.)
- Fill in the form. Title and Submittal manager are required.
- Click one of:
- Open & Send Email to save it and send it for review now. See Send a submittal for review.
- Save Draft to keep it as a Draft. You're taken back to the list, which says Submittal #… logged.
- Add First Step to save it as a draft and go straight to setting up its approval workflow. See Set up the approval workflow.
You can't attach files on this form. Add them on the submittal's page afterwards.
Tip
Working from a spec section? Open the section in Specifications and click Create Submittal from Section. The form opens with the section chosen and its name as the title. To create many at once, see Generate submittals from the spec book.
What each field is for
| Field | What to enter |
|---|---|
| Title | What the package is, e.g. "Gypsum board assemblies — product data". Required. |
| Spec section | The section it answers to. Its number goes in front of the submittal number. Shown if you can see the project's specifications. |
| Type | The kind of submittal. The list comes from the project's settings. |
| Submittal manager | Whoever is accountable for chasing this package, not necessarily whoever is typing it in. Required. |
| Responsible contractor | The company providing the package. |
| Description | What is being submitted, and against which part of the spec. |
| Received from, Submitted by, Reviewer | People on the project with those parts in the package. |
| Location, Cost code, Schedule activity | Where it's used, its cost code, and the schedule activity it's needed for. |
Under Review dates:
| Field | What it means |
|---|---|
| Submit by | When the contractor should submit it. |
| Received | When you received it. |
| Sent | When it was sent for review. Starts as today. |
| Final due | When the review must be back. |
Under Procurement dates: Required on site, Anticipated delivery, Confirmed delivery, Actual delivery and Lead time (days).
Your company or project may pre-fill the Submittal manager and Final due date. See Set submittal defaults.
Good to know
- Only submittals admins can log submittals. If you don't see New, you don't have Admin access to submittals.
- Numbers are given when the submittal is saved and are never reused or changed.
- If no workflow steps are set up yet, Open & Send Email emails nobody. The email goes to the people on the workflow, so add the steps first if you want it emailed.
If something goes wrong
- "A submittal needs a title" or "A submittal needs a submittal manager.": fill in the missing field.
- "Lead time is a whole number of days, and cannot be negative."