Configure Submittal Trades/Disciplines

1 minute
6 months ago

Configure Submittal Trades/Disciplines

The submittal trade/discipline function is an additional filtering tool for searching and generating reports as well as auto-notifying reviewers, if desired. An example of a trade/discipline is Structural or Mechanical.

You must be a Project Administrator to add, edit or delete trade/disciplines.

To configure Submittal trades/disciplines

Select Administration > Module Configuration from the right navigation panel of the Submittals module.

Scroll down to the Trades/Disciplines section of the page and enter the new trade/discipline in the Add Trade field.

Click Save Settings at the bottom of the Trades/Disciplines section.

The Trade/Discipline pull-down menu remains hidden on the Add/Edit Submittal page until a trade/discipline is defined.

To add a trade/discipline to multiple modules, see Populate Trades/Disciplines Across Modules.

To delete a submittal trade/discipline

On the Module Configuration page, click the trash can icon next to the trade/discipline.

Click Save Settings at the bottom of the Trades/Disciplines section.

A trade/discipline type cannot be deleted if an RFI is assigned to that trade/discipline.

If this page is blank, clear your help filter to view topic content.