Manage submittals

Core workflows

Manage submittals in ProjectSight

Submittals are used to review and approve project documents such as shop drawings, materials, and specifications before work begins.

Typical use: Submit documents that require review and approval (e.g. shop drawings or material specifications) before they are used on site.

📄	Step 1. Create a submittal Go to the Submittals module and create a new submittal. Enter key details such as title, description, and specification reference.
📎	Step 2. Attach documents Upload the relevant documents (e.g. shop drawings or product data) that need to be reviewed as part of the submittal.
👤	Step 3. Assign reviewers Add the appropriate reviewers or approvers who are responsible for reviewing the submitted documents.
🔄	Step 4. Track review status Monitor the submittal as it moves through the review process. You can track status updates and reviewer responses.
✅	Step 5. Finalise and close Once the documents are reviewed and approved, update the status to reflect completion and ensure the approved version is clearly recorded.

Common mistake: Submitting incomplete documents or not assigning reviewers can delay approvals and impact project timelines.

👉 For detailed step-by-step instructions: 

Create a submittal
How to create a submittal 

Submittals overview
Understanding submittals ``

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