View Submittals

The submittal interface enables you to efficiently manage and track submittals created during various stages of the project, ensuring effective communication among stakeholders. It allows project managers of general contractors, subcontractors, and architects to take various actions based on their project type.

Integrated projects (Managed by General contractor)

Standalone projects

The submittal interface

• Open the  project management console
• Click 'Submittals' on the top
• Select 'Boards' on the left

The ' All Submittals' screen shows the project submittals under different stages.

• Use thebuttons on the top right to switch between the list view and the grid view.

List view

The list view shows the submittals as a list with their details:

• Submittal No - The serial number of the submittal.
• Title - The subject of the submittal. Click the name to open the submittal.
• Spec section- Specification from the spec book, which represents the submittal item
• Created On - The date on which the submittal was generated.
• Created By - The project manager who requested the submittal. 
• Due By- The deadline date of the submittal. The date is shown with a color background for the submittals that are overdue or the due date is imminent.
  • Yellow - Due within this week.
  • Red - Overdue. The due date has passed.
• Submittal Type - The form of submittal, for example, shop drawing, cut sheet, material sample, technical specifications, etc.
• Location - The portion/area of the building where the associated task is executed. 
• Sequence - The category of the submittal as classified as per your company practices.  

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.

Grid view 

The grid view shows the RFIs as cards under different stages.

Stages:

• Draft - The submittals created by you and yet to be routed.
• In-Progress - The submittals that are waiting for a response to attend as a submitter, reviewer, or approver.

• Submitted - The submittals that are waiting for the review or approval
• Approved - The submittals that are approved and waiting for signature or closure
• Closed this week-The Submittals that were reviewed, approved, and closed by GC within the last seven days. The submittals that were closed before can be viewed from the 'Closed' screen. See View completed submittals for more details.

Each card shows the at-a-glance details of the submittal entry: 

• Open a submittal entry from the grid view or list view

You can review the submittals, set up a workflow, route them to the appropriate party or answer them if assigned to you for a response, depending on your role in the workflow.

The Submittal Screen

The submittal screen has two tabs:

• Details - Shows the general details, descriptions, and attachments given by the requestor.
• Workflow - Shows the sequence of activity involved in the submittal depending upon the chosen workflow template.
• Responses - Shows the responses given by the responsible party, and their attachments.

Details

• Title - The title of the submittal.
• Sequence - The sequence number of the submittal depending on the submittal category, as defined by the company admin.
• Type - The form of the submittal, for example, shop drawing, cut sheet, material sample, technical specifications, etc.
• Sub Type - The sub-classification of the submittal type.
• Location - The location of the constructed structure for which submittal is needed. 
• Specification Section -  The section in the construction specification or the spec book that covers the category of tasks, deliverables, and/or materials to which the submittal item corresponds.
• Assigned to - The subcontractor to whom the job is originally assigned and is responsible for the submittal.
• Associated Task - The actual task or the deliverable for which the submittal is requested.
• Due date - The date on or before which the submittal should be completed.
• Description- The description area allows you to add a detailed description of the submittal. You can,
  • Enter the description in the box.
  • Use the tools on the top to format your text.
  • Click on the top right to add attachments like plan drawing with markups, photos, images, and/or other document files in the description.

Workflow

The 'Workflow' tab shows the sequence of activity involved in the submittal depending upon the chosen workflow template. 

Responses

The 'Responses' tab shows the responses to the submittal with descriptions, attachments, and revisions added by the responsible parties.

Thehistory button on the right displays the revision note and the previous responses of the submittal in chronological order.

If the submittal is awaiting your action, the 'Response' tab allows you to present your submittal, add your description and attachment or add revision notes, or approve/reject the submittal, depending on your role in the workflow of the submittal.

Tip:

You can chat with the team members and the participants of the submittal at any stage. Click thebutton on the top right. See Chat and Collaborate for more guidance.

See the following sections to know more:

• Create and Manage submittal package
• Add and Manage submittals
• Setup a workflow to a submittal
• Submit a submittal
• Review a submittal
• Approve or reject a submittal
• Create a revision for a submittal
• View completed submittal