Modify Submittal dialog box

4 minutes
12 months ago
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Modify Submittal dialog box

Use this dialog box to edit the information for the selected submittal.

Subject

The subject for the submittal. You can edit it.

Due Date

Mark the checkbox and enter the date that a response is due back to the sender of the submittal, if applicable.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the submittal. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

Spec Section

Click to open the Choose Spec Section dialog box to select a specification section. You can edit it the codes in this field.

ID

Enter an ID for the submittal.

Sender ID

Enter the number the contractor gave to the submittal.

Package ID

Enter the ID number of the submittal package. The package ID provides the ability to identify submittals that are entered into Project Center individually for tracking purposes, but have been sent (or received) under one identifying ID. By entering the package ID, you can easily sort the submittal log to view the status of the submittals that were sent in the package.

Delivery

Need Onsite By

Select the date that the submittal materials are needed at the site.

Lead Time

Enter the amount of time that it will take to get the materials from the manufacturer.

Originated By

Click to open the Choose a Project Team Member dialog box to select the contact who the submittal came from.

Status

Select the submittal’s current status, if applicable.

Expected

If applicable, click to open the Expected Submittal dialog box to select the date the submittal is expected.

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the submittal.

Contract

Click to open the Choose Contract dialog box to select the contract the submittal is associated with.

Description tab

Enter detailed comments in this field.

Internal Notes

Enter any personal notes in this field.

Internal notes are not sent in email notifications, and do not appear in forms, but they are tracked in the Remarks Summary tab of the Submittals activity center.

 

Refer to the Submittals activity center for a description of these tabs.

Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the submittal.

Keywords

Enter any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to apply to the submittal in this field.

 Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the submittal to another contact, or to record a reviewer response after editing the submittal.

 

Click OK to save the changes to the submittal.

 

To access this dialog box

Select a submittal, then click Modify from the Tasks panel of the Submittals activity center.

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