My Submittal Actions Log
Use the Submittals drop-down list to filter the list of submittals by category. The categories are as follows:
All My Actions
This category lists all submittal actions to which you are assigned for the project.
My Open Actions
This category lists all open submittal actions to which you are assigned for the project.
My Pending Actions
This category lists all pending submittal actions to which you are assigned for the project.
My Completed Actions
This category lists all completed submittal actions to which you are assigned for the project.
Following is a list of all columns that can appear in the My Submittal Actions log. The fields displayed vary depending on the submittal category selected.
The icon displays to the left of submittals that are overdue. The icon displays to the left of submittals that are due in 8 days or less.
The ID number of the submittal.
The number the contractor gave to the submittal.
The subject of the submittal. Select to open the Submittal page.
The date the recipient received the submittal. The field also displays the submittal purpose and who sent the submittal.
The date the submittal was forwarded. The field also displays the purpose for which the submittal was forwarded.
The date of the submittal response. The field also displays the action taken for the submittal and the name of the user who sent the response.
The date the submittal was closed. The field also displays the action taken for the submittal and the name of the user who closed the submittal.
Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.
There are two possible icons that may appear in the field:
Select to view the list of files attached as supporting documents. 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.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
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.
Select to upload the files to the Supporting Documents field.
Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.
Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.
The Tasks drop-down list displays available tasks that can be performed for the submittal. Select a task from the list as needed.
Log Page Tools
The following tools are available in the My Submittal Actions log toolbar. For more information, refer to Log Page Tools.
Select to open the Send Submittal page to add a new submittal.
Select to export the items in this log.
Show/Hide Column Filters
Select to toggle on/off the column filters.
Show/Hide Group By Panel
Select to toggle on/off the group by panel.
Select to access Drag to Change Columns to add or remove columns from the log grid.
To access this page
From the toolbar, select View > Contract Management > Submittals, then select the My Submittal Actions tab.
If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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