Submittal Fields

The submittal fields contain the details of the submittal, including what is needed, who is completing the information, and when it is due.

Note: For some of the following fields, the names of the fields may be different in your instance of Viewpoint Team because they can be customized by the system administrator.

When entering a contact, you can filter the list of contacts to select one or add a new contact.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click 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, click New Contact. See Add a New Contact on the Fly on a Submittal.

Table 1. Submittal Fields
Field Description
Spec Section Enter the first few characters of specification section related to the submittal and select it from the list. To add a new section, enter the complete specification section up to 20 characters and click New Spec Section.
Number (Required) Enter a unique identifier for the submittal.
Title (Required) Enter a title or subject for the submittal, up to 60 characters.
Type Select the submittal type from the list to be able to sort and filter by type later.
Submitter Select the project contact who is responsible for completing the submittal.
Package Enter the first few characters of the package related to the submittal and select it from the list. To add a new package, enter the package up to 50 characters and click New Package.
Description Enter a description for the submittal, up to 60 characters.
Reviewer Select the project contact who is responsible for reviewing the submittal.
Additional Reviewers Select any additional project contacts who should also review the submittal. Additional reviewers can respond to the submittal but cannot change the state of the submittal.
Approver Select the project contact who is responsible for approving the submittal.
Additional Approvers Select any additional project contacts who should also approve the submittal.
CC Select any additional contacts who should know about the submittal. These contacts can:
  • View the submittal
  • Receive notifications
  • Add comments
Priority Select the option for the priority of the Submittal:
  • Low
  • Medium
  • High
Depending on the project settings, the priority may determine the default due date.
Due on Site By Enter the date to deliver the submittal items to the work site.
Lead Days Enter the number of days notice the submitter needs for the submittal. This lead time allows the submitter time to gather the information needed for the submittal.
Due to Submitter Enter the date to deliver the submittal to the submitter.
Note: If Default Review Days are enabled for the project, this date auto-adjusts to ensure the default review days are provided.
Due from Submitter Enter the date the submitter should return the submittal.
Note: If Default Review Days are enabled for the project, this date auto-adjusts to ensure the default review days are provided.
Due to Approver Enter the date to deliver the submittal to the approver.
Note: If Default Review Days are enabled for the project, this date auto-adjusts to ensure the default review days are provided.
Due from Approver Enter the date the approver should return the submittal.
Note: If Default Review Days are enabled for the project, this date auto-adjusts to ensure the default review days are provided.
Reference Enter reference information for the submittal.
Priority Select the option for the priority of the submittal.
  • Low
  • Medium
  • High
Depending on the project settings, the priority may determine the default due date.
Note Enter any notes about the submittal.
Notify Recipients (Available once a work item has been created, and enabled by default.) If you do not wish to send email notifications to the reviewer and those included in the CC field, you can clear the Notify Recipients check box.