Creating a Submittal Using the New Submittal & Advantage Reports Tool

*Note: The old Submittal and Advantage Reports tool will be obsolete by January 2022. We recommend Setting up the New Submittal & Advantage Reports Tool as soon as possible and familiarizing yourself with the interface and usage.

How to: Create a submittal using the new Submittal & Advantage Reports tool.

Environment: Comsense Advantage (Version 21.1.100.094 and later)

In this article:

Accessing Submittal

*Note: The Submittal window opens the last project open in Detailing Projects.

Advantage > Detailing > Submittal

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Left hand navigation menu; shows the location of Submittal.

Creating a Submittal

The Submittal and Advantage Reports tool allows you to select specific reports for your submittal. The Submittal window lists all available reports in the Available Reports pane. Admins determine which reports are available in the Report Management window.  When adding reports, you can only select a maximum of one report per heading.

Adding the Submittal & Reports

In the Available Reports pane, Click Add on all required report line items.

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Submittal window; shows the location of the Add buttons.

The report line item will move to the Selected Reports pane.

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Submittal window; shows the list of reports selected for the submittal.

Sorting the Selected Reports

The reports in your submittal are listed in the order you add them. To change the sort order, Drag & Drop the reports using the Select button on the report line item.

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Submittal window; shows the location of the report's Select button and an arrow showing the line items new location.

Removing Reports

*Note: Any time you remove a report from the Selected Reports pane, any set parameters will be lost.

If you need to remove a report from the submittal, Click Remove on the report line item.

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Submittal window; shows the location of the Remove button for selected reports.

Setting Report Parameters

The new Submittal & Advantage Reports tool allows you to set report parameters within the Submittal window. Reports with customizable parameters have:

  • + button
    • Expands the parameter list
  • - button
    • Minimizes the parameters list

Updating the Parameter Values

In the Selected Reports pane, Click + on the report line item and set the parameters in the Value field.

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Submittal window; shows the Parameters sub line items and a parameter value drop-down list.

Sorting the Report Information

The sort by column is the first line item listed in the Sort pane. The values in the sort by column are sorted alphabetically e.g. if the first column is MFG, the report will sort the list by manufacturer in alphabetical order. If there are no sortable values, the Sort pane remains blank. 

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Submittal window; shows the location of the Sort pane.

Setting the Sort By Column

In the Sort pane, Drag & Drop the sort column line item using the Select button.

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Submittal window; shows the location of the sort column's Select button and an arrow showing the line items new location.

Setting the Sort Order

The values within the sort by column are listed in ascending order (A-Z) by default. To sort in descending order (Z-A), uncheck the Ascending checkbox.

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Submittal window; shows an unchecked Ascending checkbox.

Formatting the Submittal

*Note: All Door Frame Submittal reports are landscape orientation.

The submittal formatting options are in the Page Layout & Options pane of the submittal window. The submittal formatting includes:

  • Page size, layout, and orientation
  • Header styles
  • Cover page templates
  • Save format

Submittal formatting applies to all of the reports in your submittal except for reports that are pre-formatted or have specific page sizes such as:

  • Diagrams
  • Door Frame Submittal - 8.5 x 11
  • Door Frame Submittal - 8.5 x 14
  • Door Frame Submittal - 8.5 x 14 Version 2
  • Elevations
  • Hardware Preamble
  • Door-Frame Preamble

In the Page Layout & Options pane, Select your submittal formatting options.

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Submittal window; shows the location of the Page Layout & Options pane.

Exporting the Submittal

In the top tool bar, Select your preferred export method e.g. Preview, Quick Print, Email etc.

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Submittal window; shows location of the export methods and highlights the Print button.

Creating a Submittal Using a Submittal Template

Submittal templates are a curated list of reports and preset formatting for the submittal. A user with permissions define submittal templates in the Report Management window. We recommend creating templates for your most commonly used submittal reports.

To use a template for your submittal, Click Template and Select the appropriate template from the drop-down list.

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Submittal window; shows the location of the Templates drop-down list.

You can make any one time modifications to the template using the steps in Creating a Submittal.

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