Add Packages

Go to Tasks>Submittals>Submittal Worksheet and click +/-PACKAGES button

Add Packages

  1. Click on Packages to add or remove from Submittals

  2. Or use search box to locate items by name or number

  3. Scroll to bottom of window and click Save

Add Custom Packages

  1. Click on the Gear Symbol to Add a Custom package Number and Name

  2. Click Add Custom Button

  3. Scroll to the Bottom of Manage Submittal Package Screen and click Save

You can also use the Gear to quickly Add Packages for all cost codes that are in your Project and to quickly Remove all Submittal Packages that do not have any Submittals created in them.

Submittal - Add Packages Video Tutorial