A Submittal refers to the process of submitting relevant documents, samples, and shop drawings to the project's architect, engineer, owner, or general contractor for review and approval.
Submittals contain detailed information about the materials, equipment, and methods used in the construction project.
Why Are Submittals Important?
✔ Ensure materials and equipment meet project specifications.
✔ Prevent conflicts and costly delays by identifying potential issues early.
✔ Support quality control and assurance for the construction project.
Items and Packages in BuildOps
In BuildOps, Submittals are organized into Items and Packages:
Item → Represents a material or piece of equipment.
Package → Represents an email sent for review and approval.
📌 Every Item must be part of a Package—multiple Items can be included in a single Package.
How to Create a Submittal Item
Navigate to the Project Page → Click Submittals (left side).
Click "+ ADD SUBMITTAL ITEM" (right side).
Enter Submittal Item Details:
Spec Section – Example: 2600.
Sub Section – Example: 15b.
Description (Required) – Example: Titus FPB 200-213 for review & approval.
Type – Choose Project Data, Shop Drawings, Samples, Other, or Closeout.
Submit By – Internal due date.
Status – Auto-populates as “To Be Submitted”.
Notes – Copy the Description or add more details.
Attachments – Upload files from Project Files or your computer.
Click "SAVE" (upper right corner).
📌 Once saved, the Item appears in the Submittal Items list on the Project page.
How to Create a Submittal Package
Once all Items are added and ready to send for review, create a Submittal Package.
Click the "Packages" tab within Project Submittals.
Click "+ CREATE SUBMITTAL PACKAGE" (right side).
Enter Submittal Package Details:
Subject – Example: Office 213 FPB Submittal for Review & Approval.
Deadline – Reviewer deadline.
Status & Number – Auto-populated.
Send To – Choose a customer contact.
Return To – Select an employee to receive responses.
Spec Section – Reference project specifications.
Notes – Example: Titus FPB 200-213 for review & approval.
Adding Items to a Package
Check the box next to an Item to include it in the Package.
Click "+ ADD SELECTED ITEMS".
📌 Once added, the Item status updates from “To Be Submitted” to “Packaged.”
Editing a Package
✔ Delete an Item – Click the trash can icon.
✔ Add more Items – Click "+ Add Registry Item".
✔ Click "SAVE" (upper right corner).
Preview & Email a Submittal Package
Click "PREVIEW" to view, print, or download a PDF.
Click "EMAIL" to send the Submittal Package for review.
Emailing a Submittal Package
Select a recipient from the "SEND TO" dropdown or enter an email manually.
Add CC/BCC recipients (if needed).
Edit the Subject and Body (auto-populated).
The Submittal Package PDF will be attached.
Click "SEND" (upper right corner).
📌 Once emailed, the Communication History and Status will update.
How to Update a Submittal Package Status
After receiving a response, the Communication History updates.
Click on the email thread to preview the response.
Click "EDIT" (upper right corner).
Update the Submittal Package and Item Statuses.
Click "SAVE".
📌 Once saved, the Submittal Package will move to the Approved status.
How to Add a Submittal to Project Files
Click "ADD TO FILES" once the Submittal is approved.
Notify the relevant team members about the approval.
📌 The Submittal Package now appears under the "Approved" status filter in Project Submittals.