Enabling Phases at the Log Level

As an administrator or project leader, you can enable or disable phases. To enable phases at the log level:

  1. When logged into Submittal Exchange as a project leader, select a project and go to the Preferences tab.
  2. From the Project Leader Settings section, select the Use Phases checkbox.
    1. Select the Edit Phase button.
    2. Enter an abbreviation and explanation for the new phase.
    3. Select Save Changes.
  3. From the Project Logs section, select a log to open the Edit Log Settings page.
  4. From the Project Leader Settings section, select the Show Phases checkbox and click Save.
  5. Select the Project Team tab.
  6. Select the team member for whom you want to enable the phase. The Edit Team Member page is displayed.
  7. From the Manage Access Settings section, select the phase and click Save.

    The phase is displayed for the team member when they upload an item.

    Note: Enabling or disabling a phase during project activity will impact the items that are in progress.


Last Published Thursday, May 29, 2025