Assign the Default Submittal Coordinator and Final Approver

For each submittal, you must define a default submittal coordinator and a default final approver. These roles are important for making sure the submittals are reviewed and approved by the right Primavera Cloud users.

In general, the submittal coordinator is the user who is responsible for creating and managing submittal items, and the final approver is the user who decides whether a submittal and all its related documents are complete.

You can edit the Submittal Coordinator and Final Approver fields right on the Submittals page, which is fine if you only want to specify the coordinator and approver for one submittal, but first you should specify the default coordinator and approver at the project level. This ensures consistency for new submittals.

To define the default submittal coordinator and final approver at the project level:

Navigate to the project settings page
1. In the object selector, select a project.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Settings.
Select the Documents tab.
In the Coordinator field, select the submittal coordinator for all submittals in the open project.
If the project already has draft submittals with a different coordinator assigned, use the confirmation dialog box to specify whether you want to change the coordinator of the existing draft submittals to the user you just selected.
In the Approver field, select the final approval for all submittals in the open project.
If the project already has draft submittals with a different approver assigned, use the confirmation dialog box to specify whether you want to change the approver of the existing draft submittals to the user you just selected.
Select Save.
In the Summary & Settings panel, select  Close.

Next: Import a Project Specification to Scan for Spec Sections and Submittal Items