Month: June 2017

Vendor Submittal, Customer Submittal Package, and the Submittal Item Register are inter-related documents on a project. Vendor Submittals list and send project details, specially materials and documentation, to subcontractors or

A project can have as many Vendor Submittal documents as needed. To create a Vendor Submittal document: From the Project Dashboard, select Vendor Submittal from the Documents list, and click Add.

There are two ways to create a Customer Submittal Package: From a Vendor Submittal document – use this method when you want to carry over information From the Project Dashboard

Vendor Compliance Notification documents are automatically created and routed to the appropriate people when Vendor Commitment or Vendor requirements are out of compliance. You do not directly create a Vendor

Vendor Receipt documents track the delivery/acceptance of materials or services expected by Vendor Commitments. Vendor Receipts are linked to items on specific Vendor Commitments.

In order for a Vendor Receipt to be created, the corresponding Vendor Commitment must have a Status of Committed. To create a Vendor Receipt from the Project Dashboard: From the

Transmittal documents track delivery of project materials that are not tracked elsewhere. Any number of Transmittal documents can be created. Note: Transmittal templates can generate transmittal cover sheets for routees

Transmittal documents can be created at any time during the project’s life cycle. To create a Transmittal document: From the Project Dashboard, select Transmittal from the Documents list, and click Add.