When creating a new submittal, are the expected drop-down options not displaying for you? If not, that can mean one of two things.
- At least one register item was erroneously created and is blocking the standard list.
- All register items have been submitted and expected item(s) are missing from the register.
Projectmates submittal register is designed to allow groups to lock down a standard list of expected submittals for a project. One important factor is that the submittal register is an all or nothing tool. This means if an item is not outlined under the register, it will not be available for users to select in the drop-down.
Below are steps to resolve this issue depending on your goals.
Helpful Hint: Both solutions require access to manage the submittal register. If you do not have access to the register, please reach out to your project admin for assistance.
Option 1: Deleting Unnecessary Register Item(s)
- From inside the project, click into the submittal thread where you wish to edit the register.
- Click Register Log on the top right-hand side.
- If you see any register items, check the box to the left of the item(s)
- Click the option to Delete that appears at the top
- Once deleted, the standard list of submittals will appear for you to choose from
Option 2: Add Missing Register Item(s)
- From inside the project, click into the submittal thread where you wish to add a register item.
- Click Register Log on the top right-hand side.
- Click +Register Item
- Fill in the required fields & along with other known details
- Click Save
- Once added, the necessary submittal items will appear for users to choose from