Add Submittals

Last updated 9 months ago

Before creating submittals, be sure to type in the Default number of Approval Review days for both the the GC and the Architect. These will be used to calculate all the due dates for your submittal log.

To Add Submittal

  1. Select the Cost Code from the Toggle Next to Create Item and/or Expand Package

  2. Type Description

  3. Subcontractor will auto populate if you have a subcontract awarded for that package. To change, highlight and begin typing the company name.

  4. Due back is the date you need the submittal finalized and returned by the architect.

  5. Select item type or leave N/A.

  6. Click Save - Submittal item will appear below.

Continue to add as many Submittal packages as needed in this manner