Working With the Submittals Page

The Submittals page has two parts: the submittal item table and the detail windows area.

The Submittal Item Table

Each row of the submittal item table corresponds to a submittal that a subcontractor must provide. For example, the table may include a row named "Certifications." To satisfy their requirement for a submittal item, the related subcontractor would submit all relevant documents as one submittal file.

Submittal items are grouped by spec section. These are collapsible headings that help keep submittals organized. You can edit spec sections on the Summary & Settings page.

Each submittal has a Ball in Court field, which shows who is responsible for completing the action shown in the corresponding Required Action field. The Required Action value indicates what the Ball in Court user needs to do with the submittal to advance it to the next step of the approval process. Each value that requires some action is shown as a link that opens a dialog box.

The Detail Windows Area

Detail windows show more information about the highlighted submittal item in the table. They are arranged like tabs. After you select a row in the table, view these detail windows for more information:

General: General information about the submittal item.
Files: Files related to the submittal item. This is where Primavera Cloud users with access to the submittal item can add and view the actual submittal documents that submittal items represent.
History: A log of all changes made to the status of the submittal item—who made the changes, and when they were made.
Codes: Codes associated with the submittal item. Organizations create codes to track and group objects, including submittals, by any criteria.

Next: Submittal Fields