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
| Status | Resulting State |
|---|---|
| Accepted | non-terminal |
| Canceled | non-terminal |
| Completed | non-terminal |
| Draft | non-terminal |
| Rejected | non-terminal |
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, select Save to create a record and keep it in editable mode, or select Submit if you are finished 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, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select 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 Additional Notes tab
General
| Field Name | Access | Description |
|---|---|---|
| Short Description | Required | Enter a description of 50 characters or fewer. |
| Notes | Editable | Any additional notes or resolutions |