Submittal Package Business Process
Use the Submittal Package business process to group individual Submittal records into packages. This business process tracks key information for the package but also shows a live count of submittals not yet reviewed, in progress, and completed.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
Accepted | non-terminal status |
|---|---|
Canceled | non-terminal status |
Completed | non-terminal status |
Draft | non-terminal status |
Rejected | non-terminal status |
Creating a Submittal Package Record
Create a Submittal Package record by navigating to Document Manager & Submittals / Submittal Package on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Submittal Package form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Document Manager & Submittals, and then select Submittal Package.
- On the Submittal Package page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Submittal Package Form
Key Information
Key information about this Submittal Package is provided below.
Field Name | Access | Description |
|---|---|---|
Submittal Package # | Required | Preferred Submittal Package Number schema per your company standards |
Title | Required | The Title for this submittal package |
Contract | Editable | The contract that is a reference to this record |
Vendor Name | Editable | The name or nickname for this vendor. This field must be unique to each vendor. This name will be the primary way this company is identified in the system. |
Status | Required | Specify the status of this record. |
Key Dates
Key dates for tracking this Submittal Package
Field Name | Access | Description |
|---|---|---|
Anticipated Submission Date | Editable | Date anticipated for original submission |
Anticipated Completion Date | Editable | Date anticipated for completion of this Submittal Package |
Actual Start Date | Editable | Date that the package was submitted |
Actual Finish Date | Editable | Date that the package was completed |
Description
Enter a description of this Submittal Package. This information might appear in any formal printouts of the submittal item.
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Submittal Item Status
Displays the count of submittal items that belong to this package
Field Name | Access | Description |
|---|---|---|
Not Yet Submitted | Read-Only | Displays the count of linked submittals attached to this submittal package that are classified as "Not yet Submitted" |
In Progress | Read-Only | Displays the count of linked submittals attached to this submittal package that are classified as "In Progress" |
Closed | Read-Only | Displays the count of linked submittals attached to this submittal package that are classified as "Closed" |
Percent Complete | Read-Only | Displays the count of linked submittals attached to this submittal package that have reached their final status |
Record Information
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the record was created |
Project Number | Read-Only | Unique Project Number |
Project Name | Read-Only | Name of the project |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Completing the Standard tab
General
Field Name | Access | Description |
|---|---|---|
Short Description | Required | Enter a description of 250 characters or fewer. |
Notes | Editable | Any additional notes or resolutions |
Last Published Wednesday, April 9, 2025