How Do I Create Submittal Packages

Click on Submittals on the left hand Navigation and select the blue +/- PACKAGES button.

Add Packages

There are a few ways to add a package to a submittal

Click on a package on the left and it moves to the right to the submittals used in the job section

or use the search bar to search for a package. Then click on the package to move it from left to right

Once the Submittal used in job section is complete, click Done.

Add Custom Packages

Type in a package Number and package name then select Add Custom.

TIP: You can add all cost coded in your project by clicking on, Add All Packages in Job. Click Remove all Packages Without Items to delete those that have no Submittals created in them.

How do I add Submittal Items to my Submittal Packages?

To add a submittal item to a submittal package click on the blue plus sign to the right of the package.