Welcome to our comprehensive guide on how to manually add a submittal in Sage Construction Management. This article is designed for project managers and construction professionals looking to streamline their submittal process using Sage software.

Introduction

In this tutorial, we will walk you through the process of adding a submittal manually in Sage Construction Management. Whether you're working on projects or leads, the steps remain consistent. Let's begin with navigating the homepage.

Main Content

Step-by-Step Guide to Adding a Submittal

1. Navigate to the right menu on the homepage and click on Projects.
2. Select your project from the quick select list or use the hyperlinks to choose from a different format.
3. Scroll down to Correspondence and enter the Submittals section.
4. Click on the Add Manually option from the right-click action menu.
5. Review the pre-filled project number, issue date, and submittal number. Modify if necessary.
6. Enter the Subject of the submittal and choose the Type of submittal.
7. Select the Originator, Coordinated By (which defaults to you but can be changed), and the Main Respondent.
8. Adjust any of the addresses as needed and input the Due Date, if applicable.
9. Provide an overall description of the submittal.
10. Utilize the Response Workflow to auto-notify the respondents.
11. Input the default references such as prime contract company, subcontractor, drawing location, and spec section.
12. Add Submittal Items including details like the due date from the originator, status, and manufacturer.
13. Specify item dates such as when the material is required on-site and anticipated delivery dates.
14. Set the lead time and review times which will automatically adjust the required dates.
15. Enter the estimated actual delivery date, submittal items, quantity, and units if applicable.
16. Add the manufacturer and part number for each submittal item.
17. Drag and drop files or link existing drawings, photos, or other records to the submittal.
18. Once files are added, the submittal will automatically submit, or you can choose to skip this step.

Additional Tips

Remember, you can edit the submittal at any time as the project progresses. Keeping submittal records up-to-date is crucial for effective project management.

Conclusion

Adding a submittal manually in Sage Construction Management is a straightforward process that can greatly improve the efficiency of your project management workflow. By following the steps outlined above, you can ensure that your submittals are accurately tracked and managed.