You can issue a submittal to send it to the person who will supply the materials or perform the work outlined in the submittal and start the review process for it by going to . This is the first step in the submittal process.
You must add a submittal before you can issue it. See Add a Submittal.
Note: The names of the fields, actions, and states
for submittals may be different in your instance of Viewpoint Team, because they can be customized by the system
administrator. For example, your organization might use "Grant" instead of "Issue".
In this case, you would select the Grant button to send the submittal to the submitter and the state
would change from Draft to
Granted.
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu
in the upper left-hand corner, select Projects, and then select the
name of the project you want to open.The Dashboard for the project appears. -
(Required) In the Submitter field, select the person who
needs to complete the submittal if the person isn't already selected.
The submitter is usually the supplier or subcontractor who will provide the materials or perform the work specified in the submittal.Note: To filter the list of contacts:
- Enter the first few letters of the contact's name.
- Select Team Contacts to filter the list to contacts in your enterprise.
- Select PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.
To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.
To add a new contact, select
New Contact.