Creating a Submittal Package

A Submittal Package is used to group related submittals together — typically by specification section, submittal type, or another identifying attribute. This helps organize and manage multiple submittals more efficiently.

Step 1: Navigate to the Submittals Log

1. Open the project where you want to create the submittal package.
2. In the project tab, select Logs → Submittals.

Step 2: Create the Package

1. In the top-right corner, click Create Package.

   Fill out the required fields:

   • Package Number
   • Package Name
2. From the list of available submittals, select the submittals you want to include in this package.
3. Click Create Package to finalize.

Step 3: View and Manage Packages

• To view all existing packages, click on the Packages tab.
• To open a specific package, click its package name to see a summary of included submittals.

Important Notes

• A submittal can only belong to one package at a time.
• If a submittal is added to a new package, it will be automatically removed from its previous package.
• This ensures each submittal is only associated with a single package for accurate tracking and workflow management.