View Submittals

The submittal interface enables you to efficiently manage and track submittals created during various stages of the project, ensuring effective communication among stakeholders. It allows project managers of general contractors, subcontractors, and architects to take various actions based on their project type.

Integrated projects (Managed by the General contractor)

Note:
Stand-alone Project: A self-contained scope of work in Linarc managed entirely by a single contractor without the involvement of other subcontractors. The contractor is solely responsible for all planning, execution, costs, and deliverables.
For standalone projects, workflows are managed through emails.
You can email the created submittal to external contractors, receive their response, and manually add their answer before closing the document.
See Email a Submittal to External Stakeholders for more details.

The Submittals Screen

• Ensure that you are in the 'Submittals' module of the project. If not,
  • Click the main menu at the top-left 
  • Click 'Submittals' under 'Documents' and click 'Boards' on the left

The module opens on the 'Boards' screen showing the project's submittals under various stages. You can view and manage the Submittals in:

• Boards View
• List view

Boards View 

The board view opens by default and shows the Submittals as cards under different stages. The items that are awaiting your response are indicated with the tag 'You' in blue.

• Click 'Boards' on the left to return to the Boards screen if you are already on a different screen in the Submittals module

The grid view shows the Submittals as cards under different stages.

Stages:

• Draft - The submittals created by you and yet to be routed.
• In-Progress - The submittals that are waiting for a response to attend as a submitter, reviewer, or approver.

• Submitted - The submittals that are waiting for review or approval
• Approved - The submittals that are approved and waiting for closure
• Closed -The Submittals that were reviewed, approved, and closed by GC. The submittals that were closed can also be viewed from the 'Completed' screen. See View completed submittals for more details.

Note:
For standalone projects, the 'Boards view' is simplified and shows only three columns — Draft, Submitted, and Closed.

Each card shows the at-a-glance details of the submittal entry: 

• Click a card to open the submittal

You can review the submittals, set up a workflow, route them to the appropriate party, or answer them if assigned to you for a response, depending on your role in the workflow.

List view

• Click 'Log' on the left of the Submittal module to open the list view of the project submittals

The list view shows all active submittals as a list with their details:

The default view shows all the standard columns. However, you can customize the table by removing the columns you don't want to see, by right-clicking on the column header and deselecting the columns, and rearranging the columns in the order you want to view. See Customize Columns in List Views for more details. The following is the list of all possible columns:

Standard  columns:

• Submittal No - The serial number of the submittal. Click the number to open the submittal. 
• Title - The subject of the submittal. Click the name to open the submittal.
• Spec section- Specification from the spec book, which represents the submittal item.
  
• Revisions - The number of revisions that the submittal has gone through so far.
• Status - The current progress stage of the submittal.
• Created On - The date on which the submittal was generated.
• Created By - The project manager who requested the submittal. 
• Due By- The deadline date of the submittal. The date is shown with a color background for the submittals that are overdue or the due date is imminent.
  • Yellow - Due within this week.
  • Red - Overdue. The due date has passed.
• Current Step Due By - The date on or before which the ball-in-court party should provide their response and move the submittal to the next stage in its workflow.
• Submittals Type - The form of submittal, for example, shop drawing, cut sheet, material sample, technical specifications, etc.
• Location - The portion/area of the building where the associated task is executed. 
• Sequence - The category of the submittal as classified per your company practices. 

Custom Columns:

The table is extended with more columns for custom parameters, if any, specified for the project.

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns 
The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
Customize Columns in List Views
Filter Options in List Views
Highlight Cells in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details

See the following sections to know more:

• Create and Manage submittal package
• Add and Manage submittals
• Set up a workflow to a submittal
• Submit a submittal
• Email a Submittal to External Stakeholders
• Review a submittal
• Approve or reject a submittal
• Delete a submittal
• Close and Publish a submittal
• Import Submittals
• View completed submittal  
• Add submittal stamp