Managing Submittals
The assigned manager is responsible for updating the status of submittals in Pegasus. Each submittal has its own detail view, similar to other project reports. From here, you can manage the submittal’s status.
Use the Change Status button to:
Approve – Mark the submittal as accepted.
Reject – Deny the submittal.
Send Back for Revision – Return to the creator for updates.
You can review the workflow below:
Create & Submission
Creator prepares the submittal with relevant references
Once complete, Creator submits to the assigned Manager
Manager Review
Manager receives the submittal and evaluates the documentation provided
Can assign up to 10 reviewers based on expertise needed
Changes status to "Open" to initiate review process
Review & Response
Assigned Reviewer provides their expertise and responses
Responses are tracked separately for each reviewer
Manager can indicate if certain reviewers should be skipped
Approval & Closure
Manager reviews all feedback
Approves submittal once all criteria are met
Submittal workflows mirror RFIs, so if you’re familiar with RFIs, you’ll find the process very similar.