Add a Submittal Item

On the submittal table, each submittal item row corresponds to a submittal that a subcontractor must provide. You can add submittal items individually.

To add a submittal item:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Submittals, and then select Submittals.
3. On the Submittals page, select  Add.
4. In the Add Submittal dialog box, complete these required fields:
   • Name: The name of the submittal item.
   • ID: A unique identifier for the submittal item.
   • Section: Which spec section heading the new submittal will appear under on the submittal table. In the Select Spec Section dialog box, you can choose an existing section or create a new one.
5. In the Add Submittal dialog box, complete these optional fields as needed:
   • Submitting User: The subcontractor user who is responsible for uploading the submittal document.
   • Submit By: The date by which the subcontractor must provide the submittal document.
   • Select File: A file associated with the submittal.
6. Select Add or Save & Add Another.