Projects - Logs - Submittals

The Projects - Submittals portal shows a chronological history of all submittals associated with a project.

• This feature is available in the ArchiOffice Online Enterprise edition only.

Filters

Use these filters to narrow the list of displayed submittals records.

• Click Clear to undo applied filters.

Action

New:

Select to create a new submittal record.

List:

Select to display a list view displaying all submittals in the portal.

Find:

Select to search for existing submittals.

Help:

Opens the ArchiOffice Online Help in the Projects section.

Grid

Edit:

Click the row to view the details or to make changes to a selected submittal in the Submittal Detail View.

Submittal#:

The submittal record number entered when the record was created. This number should not exceed 10 characters.

• You can modify the received and planned date from the Submittal Detail View screen.

Type:

The type of submittal (for example, Shop Drawings, Material Samples, etc.).

• Submittal types are created using the Preferences - Project - Defaults screen.

Received:

The date on which the submitted material or drawing was received.

Returned:

The date on which the submittal was returned to the person who sent it for approval.

Description:

Descriptive detail of the submittal record.

CSI#:

The submitted drawing or material's CSI (Code Structure Identifier) number.

Status:

The status of the submittal review process.

Delete :

Click  to remove the selected item from the portal.

• Any column header can be selected to sort information by that category.

Button Panel

Search :

Use this search field to quickly locate projects. The field's predictive search instantly display results as you type in this field.

Active only:

Mark this check box to search only the active projects.

Previous:

Click to display the previous project record.

Next:

Click to display the next project record.

Help:

Opens the ArchiOffice Online Help in the Projects section.

Action

New:

Select to create a new project.

Duplicate:

Select to duplicate an active project record.

Delete:

Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.

My List:

Select to view projects assigned to you.

List

Select to view a list of all the projects.

Find:

Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.