Maximize Submittals: From Adoption to Ownership

NEW VIDEO

Join our team of experts as we cover maximizing submittals.

• We’ll cover key concepts on the value of having contractors use submittals in e-Builder:
  1. Terminology
     • Register
     • Packages
     • Submittal Coordinator / Reviewers
  2. Maximize owning the Data
     • Transparent information from start to finish
     • Reporting on exceptions
     • Easily owner in the process
  3. Get Contractor Data
     • ProjectSite Integration
     • Procore One Way Sync
     • Traditional Use (Imports)
• What you’ll find in the training portion:
  1. Submittal settings
     • Complete Review Date Due Offset
       • Offset Type
     • Set up a folder to save all your submittal  documents to
     • Assign the Submittal Coordinator (more tips on this in the video!)
  2. Set-Up for Contractors
     • How to import contractor data
     • New Project Submittal Set-Up
     • Loading documents for each submittal item
       • Drag and drop
     • Create/populate a submittal package
  3. How to use submittals data
     • Different views
       • Submittal register
       • Submittal packages
     • Reports and Dashboards
       • Prevent submittals from falling through the cracks
  4. How to insert owners into the submittals process

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