Create a Submittal Related to an Issue

As a Project Editor or the responsible party, you can create a submittal related to an issue, so that they can be viewed from each other by going to Projects > Issues > Add Related > Create Related Record.

A related submittal can be added from an issue as long as the issue is not a draft or closed. You can also Create an Issue Related to Another Issue and Create a Related RFI to an Issue.
  1. 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.
  2. Click the Issues tab.
  3. Click on the issue number for the issue you want to work with.
    Note: The issue number appears in blue text and becomes underlined when you mouse over it.
    The Issue page appears.
  4. Click the Add Related button .
  5. Select Create Related Record.
    The Create Related Record window appears.
  6. In the Record Type field, select Submittal.
  7. Click Continue.
    The New Submittal Item window appears.
  8. 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.
  9. (Required) In the Submittal Number field, enter a unique identifier for the submittal.
  10. (Required) In the Title field, enter a title or subject for the submittal, up to 60 characters.
  11. (Optional) In the Submittal Type field, select the submittal type from the list to be able to sort and filter by type later.
  12. (Optional) In the Submitter field, select a submitter from the submittal from either the Team Contacts or PM Firm Contacts tabs.
  13. (Optional) In the Submitter field, select a submitter from the submittal from either the Team Contacts or PM Firm Contacts tabs.
  14. (Optional) Click Show More to see and modify all fields on the submittal.
    See Submittal Fields for details about the submittal fields.
  15. 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.
  16. 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.