Creating a submittal

In Project Portal, a submittal is a returned package of documents and metadata in response to a transmittal. The submittal can be a complete response or a partial response. A transmittal may have multiple submittals associated with it until the transmittal recipient indicates that they have finished responding to the transmittal. As the creator of a submittal, you cannot delete it.

To create a submittal:

1. Create a ZIP format archive file that contains an updated metadata file. The package should include a folder named Documents where the documents are located.

2. Open the transmittal from which you want to submit the submittal:

   Click the Go to transmittal link in the email message that you received.

   OR

   Open Project Portal and view the transmittal as described in Viewing and editing a transmittal.

3. In the ribbon, in the Submittals group, click Submit package. The Submit transmittal package dialog box appears.
4. Click Browse and select the archive file that you created in step 1. The archive file name appears in the Submit transmittal package dialog box .

5. Click Submit. The following occurs:

   • The Submit transmittal package dialog box closes.
   • The status of the transmittal changes to Partially submitted.
   • The Transmittal history section is updated.
   • The submittal appears in the Transmittal submittals section.
   • An email notification is sent to the sender of the transmittal.

6. If this is your final response to the transmittal, in the ribbon, in the Submittals group, click Finalize. The following occurs:

   • The status of the transmittal changes to Submitted.
   • The Transmittal history section is updated.
   • An email notification is sent to the recipient of the submittal.