To create a Submittal Record:
- Go to your project. Ensure that you are in User Mode.
- Expand the Submittal Manager node.
- Click Submittals.
- From the BP log page, click Create.Refer to the tables below to complete the General, Submittal Details, Related Submittal Package Details, Other Information About This Submittal, Contract Details, and the Related Schedule Activity sections of the form.
- From the Revision tab, click Add to manually create a Submittal Revisions record. If the field Release Submittal? is set to Yes, the system auto-creates a Submittal Revision record. Refer to the topic Submittal Revisions Business Process for more information on the submittal revision workflows.
- To save the record, click either:
- Finish Editing to save the form in read-only mode. You can return the record to edit mode by clicking Edit on the record tool bar.
- Save to leave the form in edit mode.
Note: You must enter a value in all required fields (*) before you can save the form.
General
In this field: | Do this: |
|---|---|
Record Number | No action. |
Project Name | No action. |
Project Number | No action. |
Creator | No action. |
Creation Date | No action. |
Due Date | No action. |
Status | This is a required field. Select the status (Pending or Completed). |
Submittal Details
In this field | Do this |
|---|---|
Submittal Title* | This is a required field. Enter a title for the submittal record |
Submittal Identifier | This is a read only field. It displays concatenated value of Submittal Package # and Submittal ID – Segment. |
Submittal ID - Suffix | Enter a suffix for this Submittal ID. |
Submittal Type | This is not a required field. Select the submittal type from the pull down list. |
Release Submittal? | Select Yes if you want to release the submittal. The system will auto create a Rev 1 of this submittal, which will go through the Submittal Revisions workflow. |
Submittal Release Date | No action. |
Total # of Revisions | No action |
Revision Sequencing* | This is a required field. Select revision sequencing from the Submittal Revision Sequencer window. |
Related Submittal Package Details
In this field | Do this |
|---|---|
Submittal Package Record # | Select the Submittal Package that this Submittal belongs to. |
Submittal Package Title | No action |
Submittal ID - Package # | No action. |
Other Information About This Submittal
In this field | Do this |
|---|---|
Scope/Requirement Details | Enter any scope or requirements information associated with this submittal. |
Contract Details
In this field | Do this |
|---|---|
Contract Reference | Select the Contract associated with this submittal. |
Contract No | No action |
Contract Name | No action. |
Related Schedule Activity
In this field | Do this |
|---|---|
P6 Activity | Select the P6 activity associated with this submittal. |
P6 Planned Start | No action |
P6 Planned Finish | No action. |