When a submittal is created, you can set the visibility of the submittal upon approval using the Submittal Visibility Upon Completion setting. Setting the value to Public – All Project Companies makes the submittal visible to everyone on the project (including all sub-contractors) once approved.
Open the Submittal 2. Click on Upload Submittal 3. Select whether you want to Add to the Current Submittal or Replace the Current Submittal. In this option, the Add to the Current Submittal is selected. Adding to the current submittal will put your attachment(s) at the top of the current…
Send for Review: This allows you to send the RFI or Submittal to one or more companies for review at the same time. The document remains in your court while the external companies are reviewing and adding notes. Assign: Allows you to assign the document to another company for review….
This article will walk through the steps necessary for a Subcontractor to create a Submittal. Click Submittal from the Documents tab 2. Click Add New 3. Fill out the form to meet your requirements, add any supporting documents necessary and Submit to your General Contractor for review. * You can…
Submittal Visibility Upon Completion Only the GC will be able to change this setting. Use the dropdown to select Public – All Project Companies (all companies assigned to the project will be able to see the Submittal), or Private – Assigned Companies Only (only companies identified in the Stakeholders settings…
In order to have the RFI’s “Change #” button visible, the following requirements must be met: Once these requirements are met, you will see the “Change #” button next to the RFI# field on the document properties as shown: If this button is not showing up for you, it is because…
In order to add an approval Workflow at the Project Level, you must be a Project Admin Where is the Approval Workflow Menu? Add a New Approval Workflow Customizing a Workflow Step Approval Workflows are highly customizable. Read these descriptions to understand each option in the Edit Workflow Step dialog. Who Will…
In order to add an approval Workflow at the Company Level, you must be a Company Admin Adding a Workflow at the Company level makes the workflow available to all projects in your company. However, you will still have to manually add the workflow to the desired projects after you create your company level…
If the RFI has not been approved: Note: The RFI will not be available for the other company to edit until you complete step 4. If the RFI has already been approved: Note: The RFI status will show “For Approval” until you complete Step 5.
When an RFI is created, you can set the visibility of the RFI upon approval using the RFI Visibility Upon Completion setting. Setting the value to Public – All Project Companies makes the RFI visible to everyone on the project (including all sub-contractors) once approved.