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Sections & Categories

Preferences/Settings > Navigating Submittal Exchange Menus and Tabs

After selecting a project in Submittal Exchange, tabs appear under the header. The Sections & Categories tab contains the specification sections, expected items (from the project manual or submittal registry), and any categories that have been created. This information dictates what is displayed in the Submittal and Closeout logs.

Within this area, a Project Leader can add, edit, or delete specification sections, expected items and categories.

Users who are not Project Leaders, but do have General Contractor/Construction Manager, Architect, or Consultant roles can edit the expected items (Submittals and Closeouts).

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Last Published Thursday, May 29, 2025