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Submittal Categories Function
Define the project you want to work on
Enter the sequence (1,2,3….)
Choose the category (Normal is for drawings)
Enter the a code for this category and a title
You can double click on Group ID to choose the people that can see the submittals on this project
Define Entity Function
Choose the Project and the contract
Under each category (eg: drawing), enter the entity definition
The entity definition is formed from the type which is defined in the submittal category function,
The title that you enter manually, in third party, double click on GR to choose the third party (99
Is self which means you company)
Then enter the reference of the drawing for example, you can link it to a boq in the contract and
You can give it a drawing ID
You can add photos for a drawing
Add stakeholders
You can add also UDF (user defined field)

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Submittals

  • 1. Submittal Categories Function Define the project you want to work on Enter the sequence (1,2,3….) Choose the category (Normal is for drawings) Enter the a code for this category and a title You can double click on Group ID to choose the people that can see the submittals on this project
  • 2. Define Entity Function Choose the Project and the contract Under each category (eg: drawing), enter the entity definition The entity definition is formed from the type which is defined in the submittal category function, The title that you enter manually, in third party, double click on GR to choose the third party (99 Is self which means you company) Then enter the reference of the drawing for example, you can link it to a boq in the contract and You can give it a drawing ID
  • 3. You can add photos for a drawing Add stakeholders
  • 4. You can add also UDF (user defined field)