View project or submittal history
  • 11 May 2023
  • 1 Minute to read
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View project or submittal history

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Article summary

The Submittal History in a permit or project gives you a detailed history of edits and changes to a submittal.

Captured in the Submittal History (for Permits and Projects):

  • When a plan review is assigned
  • Who assigned the plan review
  • Who the plan review was assigned to
  • The date the plan review was assigned
  • The discipline of the plan review assigned

In the Submittal History, you will also see any changes made to these fields:

  • Submittal Name
  • Plan Format
  • Location of Plans
  • Received Date
  • SLA Days
  • Due Date
  • Scope of Work
  • Lead
  • Submittal created
  • Documents uploaded
  • Documents removed
  • Time entries edited

How to View the Submittal History in a Permit


How to View the Submittal History in a Project




Quick tips:

  • You can sort or filter any column in the Submittal History
  • The Submittal History logs the user that performed each action as well as when the action was performed.