Create and Manage Submittal Packages

The submittal registry is a repository of all submittals presented by the contractors and vendors collaborating on the project. Contractors can add submittal packages to a project's submittal registry to classify, organize, and manage the submittals of different trade and work categories. You can create packages as per your requirements and your organization's standard practices.

Subcontractors can create packages in case of subcontractor-managed standalone projects to organize and process the submittals of external subcontractors and vendors. Once a package is created, you can add submittal entries for tasks and deliverables to it. 

The submittal package interface

• Open the management console of the project
• Click 'Submittals' on the top
• Choose 'Registry' from the options on the left

The 'Submittals Packages' screen opens:

The interface shows the list of submittal packages in the project's submittal registry with their details:

• Spec Section - The section of the construction spec book that covers the category of tasks, deliverables, and/or materials for which the package accommodates the submittals.    
• Package No. - The serial number of the package, sorted by the spec section.
• Created on - The date on which the package was created.
• Title - The label of the submittal package
• Description - A brief description of the submittal package.
• Submittals- The number of submittals in each package, classified by their status.
  • Overdue - The number of submittals that are awaiting a response from any of the parties in the workflow beyond their due dates
  • Open - The number of submittal requests that are awaiting responses from the responsible parties for their submission 
  • In Progress - The number of submittals that are under processing as per their workflow
  • Completed - The number of submittals that have been closed by the general contractor. This includes approved, rejected, and those sent for revisions.

Sorting options - Hover your mouse over a column header and click the arrow that appears to sort the rows in alphabetical order of items in that column.

Search and Filter options - Use the Find, Filter, and table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance on this.

Add a submittal package

• Click on the top right

The 'Create Submittal Package' pop-up appears:

• Enter the details of the package to be created:
• • Title - A short label to identify the package.
  • Specification Section - The drop-down shows the sections in the construction specs. Choose the section that covers the category of tasks and deliverables for which the submittals are accommodated in this package.
  • Short Description - Enter a brief description of the package.
• Click the 'Create' button.

The package gets added. The package opens to add your first submittal item into it:

• Click '+ New Submittal' at the top right to create your first submittal entry inside the package

See Add and Manage submittals for more details.