Ajouter un livrable existant à un dossier de livrables

Un dossier de livrables est un conteneur qui stocke un ou plusieurs livrables. En règle générale, un entrepreneur général crée des dossiers de livrables qui répertorient tous les livrables individuels spécifiques à un métier ou à un sous-traitant particulier. Par exemple, on peut créer un dossier de livrables qui contiendrait toutes les livrables liées à la plomberie dans un projet de bâtiment commercial.

If you have existing submittals that have not yet been added to a package, you can add one (1) of more of those submittal's to a package using the steps below.

• Required User Permission:

  • 'Admin' level permissions to the project's Submittals tool.

• Prerequisite:

  • Complete the steps in Create a Submittal Package.

• Limitation:

  • A submittal can only be added to one (1) submittal package. However, you can move a submittal from one package to another when editing the submittal.

• Additional Information:

  • After a submittal package is created, a user with 'Admin' level permission to the Submittals tool can use the Create Revision button to revise the submittal package.

1. Navigate to the project's Submittals tool.

2. Click the Packages tab.

3. Locate the desired submittal package and click Edit.
   Note: The Edit button is only available if your project has individual submittals that can be added to a package.

4. Click Add Existing Submittals to this Package.

5. If you want to narrow down the number of submittals in the list, apply a filter from the Filter List by Spec Section menu.

6. Place a mark in the checkbox(es) that correspond to the existing submittal(s) that you want to add.

7. Click Add Submittals to Package.