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Submittal Sets

Use Submittal Sets to create and group Submittal Items related to your projects.

Submittal Sets

CONTROL PANEL

1. CONTROL PANEL

BREADCRUMBS BAR

Breadcrumbs Bar

HEADER TOOLBAR

RECORD TABS

HEADER

5. HEADER

Project Field - Required
Phase Field
WBS Field
Set # Field - Required. An alphanumeric ID for the record
CSI Code Field - Type a CSI code here
Description Field
Status / Revision Fields
Date Field
Category Field
Reference Field
Transmittals Field
From, To, and Assigned To Fields - Contact Field
Total Lines Field - Read only. The total number of lines in the details table.
Closed Lines Field - Read only. The count of lines marked Closed.
% Closed Field - Read only. The percentage of lines marked closed.
Image Gallery

DETAILS TABLE TOOLBAR

Details Table Toolbar

DETAILS TABLE

7. DETAILS TABLE

CSI Code Field - Type a CSI Code here
Sub # Field - The number of the submittal line within the set
Attachments Field
Read only. If the line is linked to a record in Submittal Items, the ID of the item appears here.
Item Field
Phase Field
Company Field
Description Field
Category Field
Manufacturer Field
Mfr. Number Field
Supplier Field
Revision Field
Status Field (Submittal Items). If you select "Revise & Resubmit", as soon as you save the line the next incremental revision of the line is automatically created for you.