Submittal Items

This Submittal Item form is used to submit Items such as shop drawings, material data, samples and product date. The Submittal Sets are used to combine these Submittal Items into packages.

Navigation Path: Engineering Forms > Advanced Forms > Submittal Items

Select Submittal Items

Use to search existing Submittal Items.

Add

Click to start a new form.

Header Details

Project: Used to select the project associated with the Submittal Item.

Phase: Select the phase (construction, design, etc.) that the project is currently in. The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.

ID: The form number will automatically be populated by PMWeb with the next available numerical value depending on the type of form and project it relates to.

Submittal Set #: This field will be automatically populated by PMWeb when Submittal Items are linked to Submittal Sets.

Company: Select the company name. The companies configured by your Administrator in the Portfolio>Lists>Companies menu

Description: Enter a general description.

CSI Code: Enter or select the construction specification codes associated with the form (if applicable). The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.

Manufacturer #: Enter the manufacturer's number

Task: Select the task associated with the item. The options for this field are being pulled from the scheduling module. If selected, it will automatically populate the start and finish date.

Start Date: Enter the start date for the construction task associated with the Submittal Item (if a task is not selected).

Finish Date: Enter the finish date for the construction task associated with the Submittal Item (if a task is not selected).

Lead: Enter the lead time (in days).

Due Date: This field is automatically populated by PMWeb (finish date - lead time days = due date).

Manufacturer: Select the manufacturer. The contact list for Manufacturer is configured by your Administrator in the Portfolio>Lists>Companies menu.

Supplier: Select the supplier. The contact list for Supplier is configured by your Administrator in the Portfolio>Lists>Companies menu.

Notes: Enter additional details regarding the Submittal Item.

Save

Click to save the header detail.

Description

Enter the description of the attachment.

Document Manager

Select this option if you want to upload a file that resides in the folder structure of your PMWeb site.

Link

Select this option if you want to attach a link to a document.

Sharepoint

Select this option if you want to attach a document from a Sharepoint site.

Upload

Select this option if you want to upload a document that resides on your computer.

Browse

Click the browse link to locate the file you want to upload.

Display in Image Gallery

Check this box if you would like the document to be viewed in the Document Manager module.

Notes

Enter any additional notes associated with the Submittal Item.

Save

Click to save the attachments.

Import/Export

To import data from an excel file that resides on your computer, click the arrow next to the Import button and choose records. Once import is selected you will be prompted to browse for the file on your computer. A list of column headers will also be displayed. Match the column headers in PMWeb to the column headers in your spreadsheet. Once all column are mapped, click Import.

To export all the the Submittal , click on the Excel button.

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