Submittal Packages

 How to create and manage custom packages to group related submittals.

What Are Submittal Packages?

Packages allow you to bundle multiple submittals that pertain to the same portion of work (e.g., by location or project area). They improve organization and streamline communication.

Benefits:

• Broader Categorization: Group by physical aspects like floors or rooms.
• Enhanced Organization: Easier tracking and structured workflows.
• Streamlined Communication: Team members quickly identify relevant areas.
• Efficient Review Process: Focus reviews on specific project areas.

Viewing Modes

1. Items List View (Default):

   • Displays all submittals in a flat list.
   • Best for cross-package searching, filtering, and bulk actions.

2. Package List View:

   • Groups items by package.
   • Provides clear visual separation and package-level info.
   • Ideal for location-based or phase-based workflows.

Switch Views: Use the toggle in the Submittals interface.

Create a Submittal Package

Steps:

1. From the Items list, click Create package.
2. Select Spec section.
3. Enter Title.
4. (Optional) Check Create another for multiple packages.
5. Click Create.

Packages can be edited or deleted later.

Add Items to a Package

Two methods:

• Open an item and select the package from the drop-down.
• Select multiple items and use Add to package bulk action.

Permissions: Only Submittal Managers and Project Administrators can add items to packages.