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Categories Workflow
Created by Jeremy Hairrell
Created on Mar 20, 2024

Submittal workflow

The submittal module in its current configuration is difficult to navigate when it come to the workflow of a submittal. There needs to be clear roles that can be assigned to "submitters, reviewers & approvers" just like Viewpoint Team. Please have the submittals that are returned from the architect populate in the "assignments" window on the dashboard, rather than having to rely on an email notification alerting that status of a submittal has been changed. As as GC it would be more beneficial if the submittal process identical to Viewpoint Team.

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  • Robert Brown
    Reply
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    Sep 5, 2024

    Couldn't agree more. We are coming from Procore and Procore allows you you to setup the workflow from start to finish. It is all automated based on the interactions the approvers choice of responses. While a lot of the items on Project sight are great or at least headed in the right direction, the Workflow for submittals, and on some level RFI's is far behind the curve and very primitive.

  • Will Burgess
    Reply
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    Mar 20, 2024

    I could not agree with this more. Additionally, having to log items as the resolution (or in this case approved docs) instead of the approval/rejection from the design team of a submittal acting as the resolution seem redundant. The Viewpoint Team submittal process was much easier to assign and work through the process of submitting, approval, and sharing the submittals throughout a project.