What it does
Projects are the top-level organizer in Submittal App. Every product, submittal, document, and procurement item belongs to a project. You must create at least one project before you can start working.
How to create a project
- Look at the sidebar on the left side of the screen. Near the top you will see a project selector showing your current project name (or "Select Project" if none is chosen).
- Click the project selector to open the dropdown menu.
- At the bottom of the dropdown, click New Project.
- In the dialog that appears, fill in:
- Project Title (required) — a name that identifies this project, for example "123 Main St Office Renovation".
- Client — the client or company this project is for.
- Click Create. The new project becomes your active project and the page reloads with the new project context.
Things to know
- All data (products, submittals, documents, procurement) is scoped to the active project. Switching projects changes what you see everywhere in the app.
- You can create as many projects as your subscription allows.
- There is currently no way to delete a project from the UI. Contact support if you need a project removed.