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Edit a Submittal Package

Objective

To edit a submittal package using the Project level Submittals tool.

Background

submittal package is a container that stores one or more submittals. Typically, a general contractor creates submittal packages that list all of the individual submittals specific to a particular trade or subcontractor. For example, one might create a submittal package to contain all of the plumbing-related submittals in a commercial building project.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Submittals tool.

Steps

  1. Navigate to the project's Submittals tool.
  2. Click Packages.
    This reveals the Submittal Packages page.
  3. Locate the submittal package that you want to edit and click Edit.


     
  4. In the 'General Information' area, update the following fields as needed:
    • Title. Modify the title of the submittal package. 
    • Spec Section. Select a spec section from the drop-down list. 
    • Number. Enter a number for the submittal package. 
    • Description. Update the submittal summary/description as needed. 
    • Package Attachments. Click Attach Files or move files from your computer to the Drag and Drop File(s) area. 
  5. In the 'Submittals in this Package' list, you have these options:
    • To edit a submittal item, click in any cell with a BLUE caret in the top-right corner and change the value as needed. 
      OR
    • To remove a submittal item, click the RED 'x' to remove a submittal from the package. 
  6. In the 'Create a New Submittal in this Package' area, you can update the values in these fields and then click Create Submittal:
    Note: For information about these fields, see Create a New Submittal in a Submittal Package
    • Title. Modify the title of the submittal package. 
    • Private. Mark this check box to make the submittal visible only to Admins, members of the Submittal Workflow, and members of the Distribution List. 
    • Spec Section. Select a spec section from the drop-down list. 
    • Type. Select a type from the drop-down list (e.g., Document, Drawing, and so on). 
    • Number & Revision. This field is populated for you automatically. 
    • Status. Select the status for the submittal. The default selection is Open. 
    • Responsible Contractor. Select the subcontractor/vendor who is responsible for completing the work detailed by the submittal. 
    • Received From. Select the name of the person from whom the submittal information was received. 
    • Submittal Manager. Select the person in your organization who is responsible for managing the submittal throughout its workflow. Your name will appear in this field by default. 
    • Attachments. Click Attach Files or move files from your computer to the Drag and Drop File(s) area. 
  7. In the 'Add Existing Submittals to this Package' list, you have these options:
    • To narrow the items in the list, select a spec section from the Filter List By Spec Section field.
      AND
    • To add an existing submittal to the package, mark the check box that corresponds to the desired package. 
  8. Click Update
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Last modified
17:36, 1 Mar 2017

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