With PlanGrid’s Submittals, you can quickly and easily manage your entire submittals process. Create submittal items, assign them to submitters, pass them along for review, and published approved submittals—all in one place. Keep your project on track by seeing exactly where each submittal is in the review process.
If you have the Automatic Submittals Log (ASL) feature enabled, you’ll be able to upload your spec book to create a downloadable spreadsheet of all your project’s register items. For more information, see Automatic Submittal Log.
Submittals and ASL are paid additions to PlanGrid that are only available on PlanWeb and are enabled at the organizational level. If you don’t have Submittals or ASL activated, contact us at firstname.lastname@example.org.
Submittals allows you to create items for submittal, assign them to Submitters, and then manage the design review process. Subcontractors, vendors, architects, or other reviewers are also able to use Submittals—even if they don’t have a PlanGrid account.
To use Submittals, the Submittal Manager first enters items for submittal into the system. Items can be created manually or uploaded in bulk using a spreadsheet. Once the Submittal Manager has added items, they can be assigned to Submitters, who will receive an email with everything they need to complete the submittal.
After a Submitter has completed a submittals package, the Submittal Manager can review the package and pass it to Reviewers, who approve, reject, or leave notes for revision.
As soon as a submittal has been approved by all Reviewers, the Submittal Manager can approve it. Approved submittals can be published to share it with a team in the field. Published submittals are viewable in PlanGrid through the Documents tab.
At any point in the process you’re able to easily export all of your Submittals to PDF, and every week on Monday you’ll receive a weekly report with an export of your dashboard.