Create a Transmittal record to initiate and accept/reject a new transmittal approval request.
Provide information about the transmittal, such as a description and the type of items you are sending, as well as the delivery format. Attach related files in the Line Items section. After completing the Submittals form, select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
- Go to your project. Ensure that you are in the User mode.
- Expand the Communication & Followup node and click on Transmittals.
- From the BP log page, click Create.Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. The drafts are stored under Drafts.
- After completing the form, select Submit from the Workflow Actions.
- On the Line Items tab, click Add to open the Transmittals Line Item.
- Refer to the Transmittal Line Items table to complete the form.
- From the Transmittal Line Items window, click Attachment and select Add Attachment > Unifier Folder.
- Select a file, click OK.
- On the Action Details tab, select who should receive this record.
- Click Send. When the Notification window opens, review the content and click OK. The record now moves to the next step in the workflow.
Note: You must enter a value in all required fields (*) before you can save the form. If a field is grayed out, no action is required.
Transmittal tab (General)
In this field: | Do this: |
|---|---|
Record Number | No action. |
Title | (Required) Enter a title. |
Project Number | No action. |
Project Name | No action. |
Specification Section | Select a section from the list. |
Creator | No action. |
Creation Date | No action. |
Due Date | No action. |
Status | No action. |
Contract Reference | Select a contract record from the list. |
Count of Items Included | No action. |
P6 Activity | Select a CBS activity this transmittal is associated with. |
P6 Planned Start | No action. This field is auto-populated based on the P6 activity you selected. |
P6 Planned Finish | No action. This field is auto-populated based on the p6 activity you selected. |
Description
In this field: | Do this: |
|---|---|
Description | Enter a description. |
Delivered Via
In this field: | Do this: |
|---|---|
Delivered Via | Select a method from the list. |
Date Shipped | Use the calendar icon to enter date. |
Tracking No. | Enter information if available. |
Expected Delivery | Use the calendar icon to enter date. |
Remarks
In this field: | Do this: |
|---|---|
Remarks | Enter remarks if applicable. |
Line Items (General)
In this field: | Do this: |
|---|---|
Name | (Required): The name of the select file appears automatically. |
Line Item Status | Select from the list. |
Document Type | Select from the list. |
Submitted For | Select from one of the options. |
Short Description | Enter description. |
Issue Date | Use the calendar icon to enter date. |
Copies | Enter a number |
Action Required | Select from the list. |
Due Date | Use the calendar icon to enter date. |
Regarding | Enter description. |