Splitting a Submittal

Constructware allows you to remove Items from a Submittal Package if, for example, the Items are to be reviewed at a later time. If a multi-item package comes back from reviewers with five approved Items and three outstanding Items yet to be completed, this feature allows you to close the five Items and generate a new Package for the remaining three Items.

Although Constructware generates a new Package, the previous tracking dates and information remain with the Items after the split (if they move to a Package).

To split a submittal:

1. Navigate to: Document ManagementSubmittals.
2. Select your project from the Favorite Projects drop-down menu.
3. Click the Packages tab.
   • Optionally, select the Items tab. (Items must be in a Package to be tracked).
4. Click the radio button that corresponds to the submittal package you want to review.
5. Click Tracking.
   • If you are using the Tabbed Tracking screen, click the Reviewers tab.
   • If you are using the Grid Tracking screen, click the Tracking tab.
6. Select the items you want to split from this package.
7. Click Split.
8. Click the radio button that corresponds to the appropriate option:

   Option	Result
   Place in Package Revision	Items are placed in an existing package revision or, optionally, in a new package revision. All attributes are copied forward to the package revision except the notes. Item Reviewer data is removed.
   Remove from Package	Moves the item into another revision of the package.
   Place in New Package	Creates a new package for these items. All Package attributes are copied forward to the destination package except the Notes and Linked Documents. Moves the item into the destination package. Item Reviewer data is removed.

9. Click Save/Close.