How do I Set a Default Review Time for Submittals?

You can set the number of days for Order Lead Time, GC, and Others Review Time by Default.

Click on the Settings gear

Then click on Set Lead Times for New Submittal Items

Enter Desired Default Lead Times. These are used to automatically calculate your due dates for all parties in the Submittals.

  • Order Lead Time – How many days between the material order date and its delivery on site. This number of days will be added to the Final Approval Date to generate the Due on Site date in each Submittal. This default can be left at zero days and entered into each submittal individually if preferred.
  • GC Review Time – The number of Days the GC would like to review the Submittals that are returned by Subcontractors or Vendors before sending to the Approval Contacts.
  • Others Review Time – The number of days you will give other Approval contacts to review and Process the Submittals.

These Lead Times will populate into all Submittal items by default, but can always be changed directly on the Assignment lines for any item.