Use the Submittal Package business process to create a submittal package and associate submittals to the package.
- Go to your project. Ensure that you are in User Mode.
- Expand the Submittal Manager node.
- Click Submittal Packages.
- From the BP log page, click Create.Refer to the tables below to complete the form.
Note: You must enter a value in all required fields (*) before you can save the form.
- Click Save.
- From the Submittals tab, click New to add submittals to the package. The Submittal form opens. For more information on completing this form, see topic Creating a Submittals Record.
- Click Finish Editing.
In this field: | Do this: |
|---|---|
Submittal Package Title* | Enter a title. This is a required field. |
Submittal Package #* | Select a package #. This is a required field. |
Status | Select a status. This is a required field. |
Contract | Click Select to open the Contract window. Click to select a contract and click Open to select the contract. The selected contract name appears in the Contract field. |
Schedule Activity | Select a P6 activity. |
Submittal Package Scope Details | Enter the package scope details. |