Assign a Submittal Item

When a submittal item has a Required Action value of Assign, that means a user needs to be assigned as the one responsible for providing the corresponding submittal document. When you assign a submittal item to a Primavera Cloud user, that user will receive an Inbox notification.

To assign a submittal item:

In the object selector, select a project.
In the sidebar, hover over  Submittals, and select Submittals.
On the Submittals page, find the row for the submittal item that you want to assign.
Remember, rows with a Required Action value of Assign need to be assigned users.
In the Required Action field, select Assign.
In the Assign To dialog box, in the Submitting User field, select the user who will be responsible for providing the submittal document for this item. Typically, this is someone at the subcontractor company responsible for the submittal.
(Optional) In the Submit By field, enter the date by which the subcontractor must provide the submittal document.
Select Assign.

Tips

You can also access the Submitting User and Submit By fields on the General detail window. This enables you to reassign submittal items that have already been assigned, but keep in mind that any user who is assigned a submittal item will receive an Inbox notification. If you change the Submitting User, the original user may not be aware of the change.

Next: Add a Submittal File