How do I Work with Submittal Assignments?

The Assignments section of the Submittal Form will automatically populate Due Dates for all parties based on the Final Due Date (or Due on Site date) selected in the Scheduling section , but these can be set manually if desired.

  • Submitter:  If a subcontractor is awarded a cost item or is in a position to have the cost code awarded to them on the award subs page, their name will populate in the submitter line.
  • GC Reviewer: The person putting in the submittal will be the GC review but this can be changed if necessary.
  • Approver: The official Architect will pull from your project team. (Hint: If this contact is not populating make sure they have been added as the official Architect and not simply added with the + sign on the Project Dashboard>Project Team list!)

You can change who is identified for each role by clearing out the Responsible Party field and selecting another party. Start to type the company or contact name and select when it appears. The contacts must be in the database so emails can be sent.

Add additional Reviewer or Approval contacts by clicking on the Add New Assignee button. NOTE: It is important to keep the Assignments in the above order Submitter>GC Reveiwer to Approver. The Automated workflow ensures that the correct parties are updated as the Submittal proceeds.

Delete an assignment line by clicking on the ellipses.