Creating a Submittal Package

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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