Creating a Submittal

You can create submittals.

Required access roles:

  • Baseline: Leader, Administrator
  • App-specific: Contracts Manager, Data Manager


Before you begin: Program and Contract Management must be the active app.
See Also
Creating a Data Requirement List
  1. Open a DRL. For more information, see Opening a Data Requirement List.
  2. In the navigation pane, click Submittals.
  3. From the page Actions menu or toolbar, click Create New .
  4. Enter the following information:
    Field Name Description
    Type Default is set to Submittal. This is a read-only field.
    Submittal Number Enter the number for the submittal.
    Revision Enter the number of revisions for the submittal.
    Policy The policy that governs the lifecycle state of the submittal. Default is set to CDRL Submittal.
    CAGE Code Enter the 5-digit value that should be the CAGE code of the organization preparing the submittal.
    Responsible Organization Enter the name of the company, business unit, or department responsible for the submittal.
    Submittal Type Select Update, Initial, Resubmittal, or Final.
    Due Data Management Click to select the date the submittal is due to data management.
    Note: Your Business Administrator can modify business days separating the Due Data Management and Due Customer Dates for scheduling Submittals from a DRL.
    Due Company Click to select the date the submittal is due to the company.
    Comments Enter any comments about the submittal.
    DRL This is a read-only field. The DRL must exist to create a submittal.
    Submittal Requirements The submittal requirements are carried over from the DRL.
    DRL Title The title is carried over from the DRL.
    Customer Approval Required This is a read-only field carried over from the DRL.
    Create Milestone per Submittal Click Yes to create a milestone per submittal. If not, click No.
  5. Click OK.

The submittal is connected to the DRL.