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Edit a Submittal Package

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Objective

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

Background

A 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.
  3. Locate the submittal package that you want to edit and click Edit.
  4. Make changes as needed.
  5. In the 'Submittals in this Package' list, you have these options:
    • Click the 'X' next to a submittal to remove it from the package.
    • Click Create Submittal to create a new submittal in the package.
    • Click Add Existing Submittal to add a submittal that already exists to the package.
  6. Click Update Package.