Creating a Submittal Package

Top  Previous  Next

CREATING A SUBMITTAL PACKAGE

Submittal Header

Subnmittal Main

Create    New        Edit     Delete        Print       Print     Report
Folder    Package  Package                          + Attach    

 

•Click on Create New Submittal Package icon  Create New Icon
•Package Screen comes up

Submittal Package Entry Screen

 

•Number – insert Package Number        
•Description – insert package description
•Reviewing Company – defaults to architect setup in project information; can be modified
•Project Manager – defaults to the Pepper Project Manager setup in project information
•Submitting Subcontractor – insert subcontractor name via selection button
•Notes – insert if applicable
•You have the option to attach a file or document to the package:

** These Entries control BIC ( Ball in Court ) for the submittal details report **

 

Submittal Package Entry Screen 2

 

When all information has been entered, click the Save Button via the drop down box .  You will have the option to Save, Save & New and Save & Copy. 

Once the submittal package has been created, the program will take you back to the submittal log main screen.

 

Submittal Summary Screen