Use this document window to add a submittal package or add submittals to a submittal package. After defining your package, you can add submittals to the package from this window. The document window is divided into many tabs, which you can use to record submittal package details.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Submittals Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
Package
A unique identification code for the package.
You can identify the package using the standard Construction Specifications Institute (CSI).
For example, reserve the first five characters in the Package field for the CSI division number, and use the remaining four characters to uniquely identify the package. If you have three packages for mechanical work, identify them as 15000-001, 15000-002, and 15000-003. You can only edit this field when adding a new package. You cannot edit the field once you save the package.
Title
The name of the item.
Contract
Click browse 
to open the Select Contract Dialog Box to link a contract to this submittal package.
Generated From Drawing Set
The drawing set used to create the submittal package (if applicable).
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Status
The item's status.
Required Start/Required Finish
Contract Management calculates the Required Start and Required Finish dates based on the earliest Required Start date and the latest Required Finish date of all the submittals in the package. These dates define when this submittal package should be acted on.
Total Items/Submitted/Approved/Unapproved/% Complete
Contract Management automatically calculates the values for these fields so you always know the number of submittals the package contains, how many have been approved, and the percentage that are complete.
Workflow Template tab:
Received From
Click browse to open the Select Contact Dialog Box to select the contact from whom you will receive the submittal package.
Submittal Coordinator
Click browse to open the Select Coordinator dialog box, where you can select the contact who is responsible for receiving and reviewing submittal packages for the project. On the Submittal Coordinator dialog box, you can only select a coordinator from the company that is listed as the project's Submittal Coordinator company. For information on editing this and other project settings, refer to Project Settings Dialog Box.
Sent To
Click browse to open the Select Contact Dialog Box to select the contact you will send the submittal package to.
Returned By
Click browse to open the Select Contact Dialog Box to select the contact who will return the submittal package to you.
Forwarded To
Click browse open the Select Contact Dialog Box to select the contact you will forward the submittal package to.
Submittals tab:
Add
Click to open the Submittal Document Window to add a new submittal to this package.
Add Multiple Submittals
Click to open the Add Submittals Wizard, which enables you to add multiple submittals at once.
Update Package
Click to open the Update Submittals in a Package Wizard, which enables you to edit dates and statuses of submittals.
Generate 
Click Generate in the left column to open the Generate Submittal Wizard to generate a new submittal based on the one selected.
Submittals
A unique title that identifies this submittal.
Click the title to open the Submittal document window.
Date Received
The date you received the material for review.
Date Sent
The date you sent the material for review.
Status
The status of the most recent review cycle.
Date Forwarded
The date you forwarded the material for another review.
BIC Contact/Ball in Court
The contact and company currently responsible for this item.
Received From/Contact, Sent To/Contact, Returned By/Contact, Forwarded To/Contact
The company and contacts involved in these phases of the submittal's review.
Latest Rev No
The number of the latest review cycle.
Held
The number of days the Ball in Court contact has held the submittal. Contract Management calculates this value in the following ways:
Elapsed
The number of days the submittal has been open. Contract Management calculates this value in the following ways:
Overdue
Contract Management automatically calculates this field as the difference in days between the latest date and the required finish date.
Required Start/Required Finish
The date range when the reviewing process is to be performed.
Drawing
Any drawings attached to this submittal.
Contract No.
The contract associated with this submittal.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Schedule tab:
Details
Click 
to open the Schedule dialog box to view schedule information.
Activity ID
The P6 EPPM activity associated with this item.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this dialog box:
to add a new submittal package.
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015