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The field/Submittals

Reviewed by name, approved on the record

Named reviewers, approvals and a workflow history, with documents pulled in from SharePoint or OneDrive.

Follow one submittal ↓Everything in the field →
SUB-2026-0014Concrete masonry unitsApproved as NotedCloseReplace PDFShow PreviewExport PDFActions
CreatedAUG 4, 26
AuthorD. Carter
RevisionRev 0
TypeProduct Data
Due DateAUG 18, 26
Ball In CourtD. Carter
Spec Section04 22 00
Workspace
Status & InfoDescriptionSpec ReferenceAI AnalysisComplianceProgress TimelineReviewersDetailsActivity
Progress Timeline

Created

AUG 4, 26

D. Carter

Submitted

AUG 4, 26

D. Carter

Review

AUG 5, 26

J. Whitfield

Approved as Noted

AUG 12, 26

A. Reyes

Reviewers2
1.JW

J. Whitfield

[email protected]

Approved
2.AR

A. Reyes

[email protected]

Approved as Noted
Details

Status

Approved as Noted

Revision

Rev 0

Priority

High

Author

D. Carter

Ball In Court

D. Carter

Due Date

AUG 18, 26

01Workflow

Follow one submittal

SUB-2026-0014 on the Ridgeline demo job, the product data for the concrete masonry units, from submission to a closed record.

SUB-2026-0014Concrete masonry unitsSubmittedStart ReviewCloseReplace PDFShow PreviewExport PDFActions
CreatedAUG 4, 26
AuthorD. Carter
RevisionRev 0
TypeProduct Data
Due DateAUG 18, 26
Ball In CourtJ. Whitfield
Spec Section04 22 00
Workspace
Status & InfoDescriptionSpec ReferenceAI AnalysisComplianceProgress TimelineReviewersDetailsActivity
Status & InformationSubmitted

Type

Product Data

Priority

High

Created

AUG 4, 26

Location

North wall

Description

Product data for the 8-inch concrete masonry units at the north wall, to ASTM C90.

Specification Reference

Spec Section

04 22 00

Section Title

Concrete Unit Masonry

AI Analysis
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Compliance Verification
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Progress Timeline14d left

Created

AUG 4, 26

D. Carter

Submitted

AUG 4, 26

D. Carter

Review

—

Resolved

AUG 18, 26

Reviewers2
1.JW

J. Whitfield

[email protected]

Pending
2.AR

A. Reyes

[email protected]

Pending
Details

Status

Submitted

Revision

Rev 0

Priority

High

Author

D. Carter

Ball In Court

J. Whitfield

Due Date

AUG 18, 26

Activity

No activity yet

Submission history, review responses, and status changes will appear here.

Illustrative example. Project, people and figures are invented.

02Documents

Pulled in from SharePoint or OneDrive

A new submittal can start from a PDF that is already filed. The picker shows folders and PDFs only.

SharePoint
Opens at the folder mapped to the project, so the list starts with the job's own files.
OneDrive
Opens the OneDrive of the person signed in.
Prefilled from the PDF
The PDF is read and the new submittal's title, type, spec section, priority and description are filled in from it, for you to check before it is created. If the read fails, the PDF stays attached and the fields are left for you to fill in.

RFIs →Drawings & markups →Everything in the field →

Upload Submittal
Enter manually insteadUpload & Analyze
SharePoint·Projects/Active/24-118 Ridgeline Plant 2/Submittals/04 Masonry
Project rootSubmittals04 Masonry
Returned
Superseded
04 05 13-01 Masonry mortar.pdf1.6 MB
04 05 16-01 Masonry grout.pdf1.2 MB
04 05 19-01 Joint reinforcement.pdf2.1 MB
04 05 23-01 Masonry accessories.pdf2.7 MB
04 22 00-01 CMU product data.pdf3.8 MB
04 22 00-02 CMU sample panel.pdf0.9 MB
04 22 00-03 Masonry test reports.pdf5.2 MB
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The SharePoint picker, opened from a new submittal · Illustrative example
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