You can add submittal items to your log by hand, one at a time or several at once. It's the most direct way to build a log when you aren't working from a specification book.
Who can do this
Access level required: Coordinator.
Applies to: GC internal users.
Not available to: None and Viewer access levels, or portal users.
Prerequisite: the project uses the new Submittals experience (the default for new projects).
Open the Add Submittals drawer
Step 1: In the Submittals log, click + (New submittal) at the top of the log. The Add Submittals drawer opens at the bottom of the screen.
Step 2: To make the drawer taller or shorter, drag the handle at the top center of the drawer up or down.
What you need to add an item
Name is the only required field. Everything else can be filled in now or later from the item's details. To build a log quickly, enter names only and come back to the rest.
The drawer's columns include Name, Spec Section, Type, Cost Code, Submitter, Description and more as you scroll right, including Submittal Manager. If you leave Submittal Manager blank, it's set to the project manager. You can change it at any time.
Add a single item
Step 1: Double-click the Name cell and type the item name.
Step 2: Fill in any other fields you want to set now, then click Add to log.
The item appears in your log, ready for its workflow to be set up and to be requested.
Pick a cost code
The Cost Code list is grouped by project phase. Each phase appears as a bold header (for example, 01: Building Shell), with codes that have no phase listed last under No Phase. Type in the list to search.
When you pick a code from a phase, the cell shows the phase code in front of it (for example, 01: 08 41 13 - Aluminum-Framed Entrances and Storefronts), and the item's Project Phase column fills in with the phase code and name. Codes without a phase show no prefix.
Add several items at once
The drawer holds as many rows as you need. Each row is one submittal item.
Step 1: Fill in the first row.
Step 2: Click Add Row and fill in the next one. Repeat for as many items as you need.
Step 3: Click Add to log to add all of them at once.
Duplicate a row
When several items share most of the same information, fill in one row completely and click its duplicate icon. Then change only what differs, often just the name and spec section.
Draft rows aren't saved until you add them to the log
Rows in the drawer are drafts. They only become submittal items when you click Add to log.
Collapsing the drawer keeps your drafts. The collapsed drawer shows how many unsaved draft rows you have, and they're waiting when you open it again.
Leaving the Submittals tab discards them. If you go to another part of the project with rows still in the drawer, those rows are lost.
Tip: Click Add to log before you move on. If you have a long list and expect to be interrupted, add items in smaller batches.
After you add items
New items sit in your log with no workflow assigned, unless your company has a default workflow. From here you can set up the review workflow, apply a workflow you've already built, edit several items at once with bulk actions, and request the submittals.
Items that haven't been started can still be deleted (Coordinator access). Once an item has been requested, it can't be deleted, only cancelled.