With submittals, there are 2 parts. The first is the submittal tracking, which is covered by the submittal page in TEAM. The second very important part is material tracking. So once the submittal is approved and sent back to the submitter, there i...
TEAM needs to push into the Vista records the "actual dates" submittal items were Received from Sub, Sent to AOR, Received from AOR, Returned to Sub.
The "Actual" dates are important pieces of information required for several of our custom reports which are used extensively in Vista.
The reporting feature in TEAM is not sophisticated enough to provide a professional level report which is requi...
Decrease the size of the company logo that appears on the submittal log export function and add it in the header, not data row.
The logo appears much larger than on other documents, ie Cover Page. By having it in the data row and not the header it hinders sorting and filtering.
Combine Multiple Submittal Items in One Upload
Often, subcontractors will have one PDF document that contains information for multiple submittal items (e.g. Product Data, Wiring Diagrams, and Shop Drawings for RTUs). They either have to submit the same document each time, or go into each item ...
Streamline Revise and Submit process to make it easier for all involved.
Submittal Revise and Resubmit process:
1. The Architect rejects a submittal and the ball is in Sachse’s Court. There are two options: Close and notify, or create revision. The ‘create revision’ button should be deleted.
2. When the ‘close and noti...
Submitter is allowed to add a document to a submittal when the submittal is not in their court
Tested adding an attachment while logged in as the Submitter. TEAM allows drag and drop to to submittals in other persons court. Tested was Submitter adding files to a submittal in the Approver Court. If in another persons court letting another c...
Show Review of Submittal in Email Notification
When reviews are completed on submittals, the email notification sent to Subcontractors only shows that it has been closed - it does not show what the result of the review was (approved, rejected, etc.). We have been copying the whole CM team on t...
Allow a step to be skipped or not send an email for Submittal
We have subcontractors that email their documents before we've even entered the submittal. If we enter it the proper way, they are going to get an email asking to submit, but they already have. We would like the option of still inputting the sub...
Submittals - Need separate action lines for approver/add'l approver
There are times when the architect needs to approve a submittal and then the owner needs to be the 'main' approval. As it is now if you select approver and additional approver, the 'main' approver can approve the submittal without the additional ...
Add fields to submittal import template
In order to make importing one's current submittal log to the Vista easier, the import template should include all available fields. Currently, the import template has 12 fields, but there are about 30 available fields in Vista. It's impossible to...
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