Uploading Project Specification Manual
You can upload a specification manual which will be used by the Primavera Submittal Exchange Setup team to set up your project.
To upload the project manual:
- Select the Help icon, and choose Contact Us.
- From the Contact Us page, select the Upload Project Manual button.
- Select if you are an enterprise customer. The required fields differ based on the selection you make.
- Enter all the required fields marked with a red asterisk.
- Optional: From the Copy Existing Project field, select Yes if you want to create this project based on an existing project.
- From the Select Project to Copy field, start entering the name of the project you want to copy. The system will display projects that match the name you entered. You can also select archived projects that are up to 180 days old.
- Select a project.
- Optional: Select the checkbox Couldn't find the project, and then type in the project name under Enter Other Project Name.
- Optional: Displays only if you are an Enterprise customer.
- Choose a project value.
- Select if you want to invite a project lead to the project. Start entering the name of the project lead and the system will displays users whose name matches the name you entered.
- Optional: Enter any additional notes.
- Select Browse to choose a specification manual, or drag and drop the file.
- Select Upload to submit the file the Primavera Submittal Exchange Setup team.