Adding Phases to Expected Items

Note: If the Phase column is not visible in the Display Full Log view, contact your Client Relationship Consultant (CRC) to set up this feature.

When logged into Submittal Exchange, select a project and go to the Sections & Categories tab.

  1. Select a section, and click Edit below the Expected items in this section box to the right.
  2. Enter the appropriate phase for each item.

    Note: Each phase that you enter must match the phase abbreviation in the Preferences tab.

  3. Select Save.
  4. Repeat for each section.
  5. Navigate to the Display Full Log view to ensure that each Expected Item falls under the correct phase.

Last Published Thursday, May 29, 2025