Which fields in the Submittals tool can be configured as required, optional or hidden?
Certain fields in the Submittals tool can be configured as required, optional or hidden. For example, if you want to make comments required or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.
The tables below detail which fields can be configured for the Submittals tool.
- A GREEN checkmark indicates the field can be configured to this setting.
- A RED 'x' indicates the field cannot be configured to this setting.
- A field name in GRAY italics indicates the field cannot be configured from its default setting.
|Actual Delivery Date|
|Confirmed Delivery Date|
|Cost Code *|
|Final Due Date|
|Issue Date *|
|Received Date *|
|Sub Job *|
|Submit By *|
* These fields (if they are not configured as Hidden) can only be updated by users with 'Admin' level permissions on the project's Submittals tool when they create or edit a submittal.