Create Submittals - EcoSys - 4.11 - Help - Hexagon

EcoSys Contracts Help (4.11)

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English
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EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to create a new submittal. After a new submittal is created, the status of the transmittal becomes Open and a log entry appears on the Log tab. Also, all resources established in the Contract Setup screen (Contracts > Contract Setup > Contract Register – Workflow Admin tab) with a Distribution List value of All Contract Workflow will be notified.

  1. Navigate to Contracts > Submittals.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. Click Refresh for screen update.

  4. Click the Actions list and select Create Submittal.

  5. The Create Submittal dialog box appears.

  6. Click the Contract ellipsis to select the required contract.

  7. Type a unique Submittal Name.

  8. Click the Submittal Type ellipsis to select the required submittal type.

  9. Click RUN. A new submittal appears in the Submittal Register panel.