Add a Submittal Package

Contents

Contract Management enables you to group related submittals into packages for better organization. For example, you can create a package for all submittals pertaining to a specific supplier, floor of a building, or area of work. You can also create submittal packages to track sets of shop or contract drawings.

Note: To add existing submittals to a package, you must open the submittal you want to add to a package and on the General tab, click browse next to the Package field and select the submittal package.

To add a submittal package:

1. In the Project View, expand the project you are working in.
2. Expand the Logs folder and click Submittal Packages.
3. Click Add Document .
4. Use the information below to edit the submittal package.

On the General tab:

1. Enter a unique identification code for the package in the Package field. You can identify the package using the standard Construction Specifications Institute MasterFormat/CSI Codes.
2. Enter a title to identify the package.
3. Click browse next to the Contract field to associate a contract with the package.

On the Status tab:

1. Click browse next to the Ball in Court field to select the Ball in Court responsible for acting on the submittal package.
2. Select a priority and status for the package.

On the Workflow Template tab:

The workflow applies to all submittals subsequently added to the package.

1. Click browse next to the Received from field to select the contact from which you will receive the submittal package.
2. Click browse next to the Sent to field and select the contact to which you will send the submittal package.
3. Click browse next to the Returned by field and select the contact that will return the submittal package to you.
4. Click browse next to the Forwarded to field and select the contact to which you will forward the submittal package.

On the Submittals tab:

On the Submittals tab, you can do the following:

• Add a submittal and add it to the package using the Package field on the General tab.
• Add multiple submittals to a submittal package.
• Update submittals in a submittal package.
• Generate a submittal from an existing submittal.

On the Schedule tab:

Click Schedule to open the Schedule Dialog Box to view early/actual start and finish dates, original and remaining durations, percent complete, and total float for a document linked to a P6 EPPM activity.

The Activity ID field references a scheduled activity from the linked P6 EPPM schedule, if you are linked to one. Click browse to open the Select Activity Dialog Box to choose an activity. If you are not connected to a P6 EPPM activity, you can enter an activity ID to link an activity to the package.

On the Issues tab:

Click Link to open the Select Issue Dialog Box and link an issue to the submittal package. You can link more than one issue.

On the Attachments tab:

• Click Attach File to attach a file to the document.
• Click Attach from Repository to attach a document from the content repository. These documents are external to Contract Management. This will not display unless the administrator configured Contract Management to use the repository. See Configure the Content Management Version Document and Attachment Feature.
• Click Attach URL to attach a web address to the document.

  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.

Save the submittal package:

When you are finished editing the submittal package, click Save.