Overview:
As Submittals are created and ultimately updated in PENTA's Project Administration module, each Submittal has a status code. A Submittal Status Code can be Open, Closed, or Cancelled, however the Submittal Status Codes window allows you to create multiples of each and assign them a unique description. An example of this could be having multiple 'Open' status codes for purposes of tracking whether a Submittal has been sent to the General Contractor or whether the Submittal has been received from a Vendor. Ultimately, PENTA will view these status codes as open, but you can track as many as needed.
Examples:
Closed:
- Approved
- Distributed
- Approved as Noted
Open:
- Amend & Return
- Received from Vendor
- Sent to General Contractor
- Received from General Contractor
- New
Cancelled
- Cancelled
Benefits:
- Provides the ability to track the status of Submittals
- Track Submittals using a variety of status codes, but still summarize the Submittals on the PENTA workbench under Closed, Open, and Cancelled status codes
Roles:
- Project Manager
Additional Content
- N/A
Location:
- Project Management > Setup > Project Administration > Submittal Status Codes
Video: