Select several submittals on the register and then use the PM
Submittal Register Update form to quickly update the status and/or dates on those submittals
- for example if the submittal schedule changes, you can use this feature to quickly update
the submittals in the register.
Note: This process will not update submittals that have a closed status. You can select them in the PM Submittal Register form and launch the PM Submittal Register Update form, but the selected changes will not be applied.
Note: Click
here for more information about the open/close status.
- Open a submittal register in the PM Submittal Register form.
- Select the submittals to update.
Organize the submittals in the register and then
select the ones that you would like to update. Use SHIFT to select a range
of submittals, or use CTRL to select specific submittals.
There are several ways to quickly organize the submittals:
Sort - Click on any column heading in the PM
Submittal Register form to sort the submittals by that column. For
example if you would like to update submittals based on a range of
specification sections, click on the Spec
Section column heading and then select the submittals
that should be updated.
Filter Bar - Right click in the grid, select
Filter Bar from the
menu that displays, and then use the filter bar to filter the submittals
that display in the grid.
Grouping Bar - Right click in the grid, select
Grouping Bar from the
menu that displays, and then use the grouping bar to organize the
submittals.
-
Select . This will open the PM Submittal Register Update form.
- Enter the new values in any of the fields in the form. If you leave a field blank, the values on the selected submittals will not be changed.
If you change the Activity
Date, the due dates on the selected submittals will populate
based on the submittal schedule set up on the project or company. More
-
Click OKwhen complete. This will PM Submittal Register Update form and
update the selected submittals.
Submittals - Overview
