Submittals: Implementation Activity

This activity will walk you through the process of creating submittal types, which are used to categorize submittals in the system.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the ToadGreen company needs to track submittals. Also, the construction project manager wants to be able to categorize the submittals for which photos have been provided, and those for which product samples have been provided. Thus, you need to create these types of submittals in the system. Acting as a system administrator, you need to configure the submittal types to be used for the categorization of submittals in the system.

Configuration Overview

For the purposes of this activity, the Construction and Construction Project Management features have been enabled on the Enable/Disable Features (CS100000) form.

System Preparation

Launch the MYOB Advanced website, and sign in to a company with the U100 dataset preloaded. You should sign in as an administrator by using the gibbs username and the 123 password.

Step: Creating Submittal Types

To create submittal types, do the following:

  1. Open the Project Management Preferences (PJ101000) form.
  2. On the Submittal Settings tab, on the table toolbar of the Submittal Types table, click Add Row. In the row, specify the following settings:
    • Submittal Type: Photos
    • Description: Photos
  3. Again click Add Row, and specify the following settings in the new row:
    • Submittal Type: Product Samples
    • Description: Product Samples
  4. On the form toolbar, click Save.

You have configured the types of submittals that can be created and processed in the system.