Set Submittal Defaults for a Project

You can set default values for submittals for a project. Setting defaults can save you time when you create new submittals if you want to use the same values in most instances.

You have to add contacts to a project before you can set the default reviewer and approver for submittals.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click and select Project Settings.
  3. Click on the Submittals tab.
  4. In the Default Reviewer field, select the contact or group to be the default reviewer for submittals on the project.
    Note: If you don't select a default reviewer, the submitter can only send the submittal to the project editor.
  5. In the Default Approver field, select the contact or group to be the default approver for submittals on the project.
  6. In the Standard Distribution Language section, you can add text to be added to all email notifications or generated PDFs when the submittal is marked as Closed.
  7. Select the Enable Default Review Days check box to have Viewpoint Team™ automatically calculate due dates from the Due-On-Site date based on the number of days for review specified for each stage.
    1. Click Load Company Defaults to populate the number of review days for each stage from the company defaults.
      If needed, you can modify the number of review days for each stage after loading the company defaults. If defaults are not set for the company, nothing is loaded.
    2. In the Days for Submitting field, enter the default number of days a submittal can be in draft state before being submitted.
    3. In the Days for Reviewing field, enter the default number of days allowed for reviewing a submittal for the project.
    4. In the Days for Approving field, enter the default number of days allowed for approving a submittal for the project.
  8. Click Add a Package to create a new package. You can also:
    1. Edit a package's description by clicking .
    2. Delete a package by clicking .
  9. Click Save Changes.
The default settings for submittals are updated.
You can set the notification settings for submittals from the Submittals tab. See Specify Reminder Notification Settings for details.