Add/edit your project’s Submittal settings

The settings tool inside your project’s Submittals module allows yourself and your project team to add and manage defaults for submittal related components.

Once submittal settings are saved, they become available for all team members added to your Project Team.

Your project's Submittal Settings can be accessed by clicking the "SETTINGS" button on the top-right hand side of your project's submittals register.

A breakdown of each category of setting is listed below.

Note: Submittal settings are only accessible via desktop browser

Submittal Package

All submittals that are created in your project are grouped by Submittal Package.

In this section of your settings, you can add a new submittal package by clicking the “ADD” button and typing in the Submittal Package number and description.

Note: Submittal Package numbers must be numerical and unique.

After saving your settings, the entries added via settings will become available inside the “Submittal Package” menu when creating a new submittal.

Spec Section

Add a new Spec Section by clicking the “ADD” button and typing in the Spec Section number and description.

Note: Spec Section numbers must be unique.

After saving your settings, the entries added via settings will become available inside the “Spec Section” menu when creating a new submittal.

Type

The submittal Type section of your settings includes a number of default categories of submittal. 

You can add additional submittal types by clicking the “ADD” button and typing in the description.

After saving your settings, the entries added via settings will become available inside the “Type” menu when creating a new submittal.

 

Location

The submittal Location section of settings allows you to pre-define related site locations in your preferred format.

You can add submittal locations by clicking the “ADD” button and typing in the description.

After saving your settings, the entries added via settings will become available inside the “Location” menu when creating a new submittal.

Response Status

The submittal Response section of your settings includes a number of default response types used when a submittal recipient is adding a response via the workflow tool.

You can add additional submittal Responses by clicking the “ADD” button and typing in the description.

After saving your settings, the entries added via settings will become available inside the “Response Type” menu when adding a submittal response.

Workflow

When creating a submittal, the "workflow" section allows you to govern a structured submission-approval process across a number of contacts.

To avoid repetitive data entry you can create workflow templates in order to pre-fill the workflow section of submittals.

To add a new workflow template, click the “CREATE TEMPLATE” button, add contacts (in order of the submission-approval sequence), add their “role” and click “SAVE”.

After saving your settings, workflow templates will become available in the “Submittal Workflow” section when creating a new submittal. Click the “IMPORT TEMPLATE” button to view and select a workflow template.

General Settings

General Settings lists options for certain submittal-related features.

A description of each General Setting is listed below.

 

Submittal Schedule

The Submittal Schedule tool is an aid to help users calculate the timing of their review process when creating a new submittal.

The Submittal Schedule forms part of the Submittal pdf produced once sent or saved, but has no bearing on the response Workflow.

The Submittal Schedule section is activated by default in your submittals module, but can be switched off by unchecking the “Enable Submittal Schedule section” checkbox.

After switching off this setting, the Submittal Schedule section will be hidden from the “create new submittal” interface.

Dynamic Approver Due Dates

If a contact in a submittal workflow sends their response earlier than the allotted due date, the rest of the approvers now have more time to submit their response than originally allowed for.

The Dynamic Due Date setting calculates the number of days saved and updates the Due Dates of all subsequent responders in the workflow to keep responses moving along.

The Dynamic Due Date setting is activated by default in your submittals module, but can be switched off by unchecking the “Enable Dynamic Approver Due Dates” checkbox.

Allow Approver to Forward for Review

In a submittal workflow, only one contact can respond at a time in the sequence defined when the submittal was originally created.

In the event where it’s one contact’s turn to respond, there may be a situation where the contact requires feedback from another person that wasn’t originally added to the workflow.

The “Forward for Review” option allows users to forward the submittal to another contact.

When this happens, the new contact (the “forwardee”) is inserted above the original contact (the “forwarder”) inside the submittal workflow.

Once the new contact (the “forwardee”) receives the related email notification, they can then view, review and respond to the submittal.

The “Forward for Review” setting is activated by default in your submittals module, but can be switched off by unchecking the “Allow approver to Forward for Review” checkbox.

Default Submittal Manager

Each submittal you create requires a member of your project team to be selected as the “Submittal Manager”, which is in charge of overseeing the submittal submission and approval process.

If the submittal manager will be the same for all submittals created for the project, you can select a project team member as the default, which will pre-populate this field each time a new submittal is created.