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Submittals List screen
- 18 Dec 2024
- 1 Minuto para leer
- Impresión
- PDF
Submittals List screen
- Actualizado en 18 Dec 2024
- 1 Minuto para leer
- Impresión
- PDF
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The Submittals List subtab for an opportunity displays a list of all the existing submittals associated with that particular opportunity.
Requirements
Role permissions within the System Settings > Administration > User Management > User Roles > Submittals section will govern access to the Submittals screen. For more information, see Submittals Permissions.
- View permission:
- View Submittals
- Edit permission:
- View Submittals
- Edit Submittals
Additionally, to access the Submittals subtab, you must select Enable submittals for this opportunity on the Opportunity screen.
The following table describes the screen elements for the Submittals subtab:
| Screen element | Description |
|---|---|
| Submittal Name | The name of the submittal. The name should be descriptive to easily identify the submittal within the project. |
| Project Phase | This displays the current phase of the project related to the submittal. |
| Amount | Enter the monetary value linked to the submittal in this field. This value is critical for tracking financial implications, such as costs or price changes, associated with the submittal. |
Last Updated By | This field shows the name of the user who last modified the submittal, helping maintain accountability by recording who made the most recent changes and establishing an accurate audit trail. |
| Status | The status field indicates the current stage of the submittal. It provides a quick reference to the submittal’s progress and helps you manage your workflow by understanding what actions are required next. The status options are:
|
| Filter icon | Use the filter icon to refine your search. For details on available filter options, see Filter Types in the Aspire User Guide. |
| New Submittal button | Select this button to open the New Submittal screen. |
Select a submittal from the Submittals List to access the Submittal Details screen.
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