Before you can create submittals, you’ll need to set up Submittal Roles for your project. Once roles are assigned, the New Item button will become available on the Dashboard as well as the Items page. Click this button to create a new 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.
When you have filled out all required fields, hit the Save button. (If you receive the yellow error pop-up shown below, double check that you did not miss any required fields).
Once you have successfully saved the Submittal, it will appear on the Dashboard, Items page, and Packages page (if assigned to a package).
To view the details of the submittal you created, click on the Submittal ID. You can also edit the Submittal from this page.
