You can issue multiple submittals at once to send them 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. -
Click the Actions button
and select Issue.
The Bulk Issue Submittals window appears. -
(Required) In the Submitter field, select the
person who needs to complete the submittals.
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 to filter the list.
- Select Team Contacts to filter the list to just contacts in Viewpoint Team.
- Select PM Firm Contacts to filter the list to just contacts from PM Firms in Vista.
New Contact. See Add a New Contact to a Submittal on the Fly
for more details.