How to Set a Milestone in Submittal Exchange for Design as a Project Leader

When logged into a Submittal Exchange, select a project and go to the Preferences tab.

  1. Select Project Milestones below the list of logs.
  2. Select the milestone you want to set or edit. A dialog box appears.
  3. Within the new dialog box change or set the fields below:
    • Percent of design completion for the project
    • Milestone description
    • Date of completion of milestone
    • Number of days prior to completion date for Alerts.
  4. Select Save.

    Notes:

    • These milestones will appear within each log once the countdown to the due date begins.
    • These milestones are visual reminders and do not send email notifications for pending work.

Last Published Thursday, May 29, 2025