Configure Due Dates for Submittals
2 minutes
15 hours ago
The Submittals activity center supports configurable due dates, allowing you to define default due dates that are automatically assigned when a submittal is created or forwarded for review.
In the Submittals activity center, open Settings and select the Dates tab. You will see one section:
- Automatically assigned dates
Step 2: Configure Due Dates
Under Automatically assigned dates, select the type of days to apply across all date rules:
- Calendar: Due dates are calculated using calendar days.
- Business: Due dates are calculated using business days.
Then configure the following:
- Due date: Set the number of days between the creation of a submittal and its due date.
Outcome: When a due date is configured, the Due date field in the Log Submittal modal is pre-populated based on the creation date and the configured number of days. - Review due date: Set the number of days between the forwarding of a submittal for review and its due date.
Outcome: When a review due date is configured, the Due date field in the Forward for review modal is pre-populated based on the forwarding date and the configured number of days.
Select Save.
You can still manually override the pre-populated dates when logging a new submittal or forwarding a submittal for review.