Create and Manage Submittal Packages

The submittal registry is a repository of all submittals presented by the contractors and vendors collaborating on the project.

• General contractors can add submittal packages to a project's submittal registry to classify, organize, and manage the submittals of different trade and work categories. You can create packages as per your requirements and your organization's standard practices.
• Subcontractors can also create packages for those submittals they want to submit voluntarily for the GC's approval in an integrated project and to organize and process the submittals of external subcontractors and vendors in subcontractor-managed standalone projects.
• Once a package is created, you can add submittal entries for tasks and deliverables to it.

The Submittal Package Screen

• Ensure that you are in the management console of the project
• Click the app launcher  , select 'Documents'
• Click 'Submittals' on the top and choose 'Registry' from the options on the left

The 'Submittal Packages' screen shows the list of submittal packages in the project's submittal registry with their details:

• Title - The label of the submittal package
• Spec Section - The section of the construction spec book that covers the category of tasks, deliverables, and/or materials for which the package accommodates the submittals.    
• Package No. - The serial number of the package, sorted by the spec section.
• Created on - The date on which the package was created.
• Description - A brief description of the submittal package.
• The next three columns show the numbers of submittals in different statuses.
  • Open - The number of submittal requests that are awaiting responses from the responsible parties for their submission 
  • In Progress - The number of submittals that are under processing as per their workflow
  • Completed - The number of submittals that have been closed by the general contractor. This includes approved, rejected, and those sent for revisions.
• Action - Allows you to remove the package from the project. Please note that you can remove only empty packages.

Search and filter options:
Use the 'Search' box located at the top left to find RFI using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

Add a submittal package

• Click on the top right

The 'Create Submittal Package' pop-up appears:

• Enter the details of the package to be created:
  • Title - A short label to identify the package.
  • Specification Section - The drop-down shows the sections in the construction specs. Choose the section that covers the category of tasks and deliverables for which the submittals are accommodated in this package.
  • Short Description - Enter a brief description of the package.
• Click the 'Create' button.

The package gets added. It opens to add your first submittal item into it:

• Click '+ New Submittal' at the top right to create your first submittal entry inside the package

See Add and Manage submittals for more details.