Skip to main content
Submittals are the shop drawings, product data sheets, samples, and other documents that subcontractors submit for design team review before fabrication or installation. The Submittals tool tracks every submittal from request through approval.

​
Open Submittals

  1. Select the project.
  2. Open Submittals from the sidebar.

​
Submittal Log

The log lists every submittal with:
  • Number and revision
  • Spec section and title
  • Type (shop drawing, product data, sample, mock-up, etc.)
  • Responsible contractor
  • Submittal coordinator
  • Reviewer
  • Status and due dates

​
Create a Submittal

  1. Select Create Submittal.
  2. Enter Title, Spec Section, and Type.
  3. Assign the Responsible Contractor (subcontractor).
  4. Assign the Submittal Coordinator (typically the GC).
  5. Assign the Reviewer (design team).
  6. Set required and forecast dates.
  7. Save the submittal.

​
Review Workflow

The standard workflow has two review steps:
  1. Submittal Coordinator Review — the GC reviews for completeness and forwards to design.
  2. Design Review — the design team reviews and returns one of:
    • Approved (No Exceptions Taken)
    • Approved as Noted
    • Revise and Resubmit
    • Rejected
    • For Information Only

​
Revisions

If a submittal returns as Revise and Resubmit:
  1. The subcontractor uploads a new revision.
  2. The revision number increments (Rev 1, Rev 2).
  3. The review workflow restarts.

​
Status

  • Pending Submission
  • Submitted to Coordinator
  • Submitted to Reviewer
  • Returned
  • Closed