You can add a submittal to create a draft of a submittal and
start the submittal process by going to .
You have to create a project in Viewpoint Team™
before you can create a submittal.
- 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.
-
Select the Submittals tab.
-
Click the Add button
.
The New Submittal Item window appears.
-
In the Spec Section field, enter the first few
characters of specification section related to the submittal and select it from
the list. Otherwise, if it is a new section, enter the complete specification
section up to 20 characters and click
New Spec Section.
-
(Required) In the Submittal Number field, enter a unique
identifier for the submittal.
-
(Required) In the Title field, enter a title or subject
for the submittal, up to 60 characters.
-
In the Submittal Type field, select the submittal type
from the list to be able to sort and filter by type later.
-
(Optional) Click Show More to see and modify all fields
on the submittal.
-
Select the Create Another check box to create another
submittal after you save the current one.
If you select this check box, when you click Save, the
current submittal is saved and the New Submittal Item
window remains open. Modify the fields to create a submittal with similar
information or click Clear All to enter a new submittal
from scratch.
-
Click Save.
Note: Click Issue to send the submittal
immediately.
The submittal is saved in draft status. You can edit the submittal to attach files, add
comments, and review the submittal before sending it. See Edit a Submittal.
