Expected Submittal page

This page shows the details of a submittal that you are either expecting or is expected from you.

Submittal

Subject

The subject of the expected submittal.

Expected To

The contact expecting to receive the submittal. Select the link to open the Contact Information dialog box.

Expected From

The contact who is expected to send the submittal.

Status

The status of the submittal (Expected, Expected - Overdue).

ID

The ID number of the expected submittal.

Sender ID

The number the contractor gave to the submittal.

Package ID

The ID number of the submittal package. The package ID provides the ability to identify submittals that are entered into Project Center individually for tracking purposes, but have been sent (or received) under one identifying ID. By entering the package ID, you can easily sort the submittal log to view the status of the submittals that were sent in the package.

Spec Section

The submittal's specification section.

Expected Date

The date the submittal is expected.

Discipline

The discipline associated with the submittal.

 

Workflow tab

This tab lists the history of contract management workflow actions that have been taken on the current item.

Type

The type of action taken.

Action

The action required or taken. Select to open the corresponding item Action page to view the details of the action.

Date

The date the action was taken.

From

The contact who performed the action.

To

The recipient of the action.

Due Back

When a response to the action is due.

Remarks

Any additional remarks about the action.

 

Description tab

This tab displays any Description text entered for the item.

Email Log tab

This tab lists all email messages associated with the item.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

Supporting Documents tab

Displays the supporting documents for the item. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.

Name

The name of the file.

Type

The file type.

Upload Supporting Documents

Use this area to add supporting documents to the item.

This option is only available for internal (Project Center) users.

Add Files

Select to open the Choose File to Upload dialog box and select a file.

You can select multiple files using standard Windows Shift and Ctrl selection techniques.

Remove All Files

Select to remove all files selected for upload.

Drag-and-Drop Files Here

Drag and drop files directly from Windows to add them to the list of files to upload.

This option is only available if your browser supports the functionality.

Upload

Select to upload the files to the Supporting Documents tab.

Related Items tab

This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the current item.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

Change Log tab

Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Submittal page toolbar.

Submittals

Select to return to the My Submittal Actions log.

Internal users are returned to the Submittals log.

View Form

Select to open a printable version of this page.

 

To access this page

Select the subject of a submittal from the My Expected Submittals log.

If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

 

Table of Contents

Index

Search (English only)

Back