Submittals Overview

Submittals are a formal process used to submit documents, materials, and equipment for approval from architects, engineers, clients, or other stakeholders involved in a construction project.

What you can do with Submittals:

Create and track submittals with automated IDs and key project details.
Assign roles and approvals to streamline collaboration and accountability.
Organize submittals into packages for structured, efficient management.
Add watchers to keep everyone updated in real time.

The Submittals feature helps teams create, manage, and track project submittals in one place. Submittals can be created individually or grouped into packages for easier organization, with flexible role assignments and approval workflows.

Common submittal types include:

Shop Drawings
Product Data
Samples
Test Reports
Certifications
Custom types as needed

Navigating Submittals

Submittal Settings is the starting point for setting up submittals on a project. This is where you can assign and view user roles. You will need to assign roles before creating your first submittal. If roles aren’t set up, you’ll see a prompt directing you to complete this step.

The Dashboard gives an overview and analytics (such as status and priority) of all submittals related to the project. It is also the landing page for submittals.

The Items page provides a list of all items and their statuses. The search and filter buttons allow you to find a specific item quickly. You can click on the submittal ID to open the details on a specific item.

The Packages page allows you to create and manage submittal packages. Selecting the dropdown arrow on a package will give you a list of all of the items assigned to that package.

The Specification Section page is where you can view, manage, and create new specifications.

Setting Up Submittals

Before you can create submittals, you’ll need to set up Submittal Roles for your project.

Go to Submittal Settings → Roles.
Assign roles such as Creator, Reviewer, and Approver.
A single person can hold multiple roles.
If roles aren’t set up, you’ll see a prompt directing you to complete this step.

Once roles are assigned, the New Submittal button will become available.

Creating a Submittal

When creating a new submittal, you’ll see the following fields:

Submittal ID – Auto-generated based on the current year (can be edited).
Title & Description – General details about the submittal.
Specification Section – Select from the predefined list.
Package – Optional; assign to a package if set up.
Type – Choose from predefined submittal types or create custom types in the Types tab.
Priority – High, Medium, or Low.
Due Dates – Set deadlines for tracking.
Watchers – Add users who should receive notifications on updates.