New Submittal: Creating Submittals

*Note: New Submittal feature is in preview and each user must enable the feature individually.

How to: Create a submittal in the detailing stage of your project.

Environment: Comsense Advantage

In this article:

Accessing Submittals

Advantage > Detailing > Submittal

Click image to enlarge
Left hand navigation menu; shows the location of submittal.
Image 1: Advantage Left-Hand Navigation Menu

The Submittal window launches the last project open in Detailing Projects. To open a different project, select a project using the steps in Creating & Previewing Reports

Adding & Removing Reports

The submittal feature allows you to include specific reports in your submittal. The report list is on the left side of the Submittal window.

Adding Reports

In the Available Reports pane:

  1. Find the report
  2. Click Add
    • The report will move to the Selected Reports pane
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Report Selection pane;shows location of the add button.
Image 2: Available Reports Pane
  1. Repeat steps 1-2 with all required reports 

The reports are now in your submittal.

Removing Reports

In the Selected Report pane:

  1. Find the report
  2. Click Remove 
    • The report will move back to the Available Reports pane
Click image to enlarge
Selected Reports pane; shows location of the remove button.
Image 3: Selected Reports Pane

The report is no longer in your submittal. 

Sorting Reports

The default organization is the order you add the reports. You can manually sort the reports 

To sort the reports differently, in the Available Reports pane:

  1. Click the Drag & Drop button
    • The furthest left button on a report line item
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Selected Report pane; shows location of drag and drop sorting button.
Image 4: Drag & Drop Button
  1. Drop the report in the appropriate placement 

The reports are now in the appropriate order.

Customizing Reports & Formatting the Submittal

The submittal feature allows you to customize your reports within the Submittal window. Every report has the Page Break preference. Reports with more than one preference selection have a:

  • + button
    • Expands the preference list
  • - button
    • Minimizes the preference list

Customizing Reports

To customize a report within a submittal, in the Selected Reports pane:

  1. Find the report 
  2. Click +
    • The report preferences will expand
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Report_Preferences_for_Hardware_Schedule.png
Image 5: Report Preference List
  1. Select the appropriate value for each parameter
  2. Sort any lists in the reports using the steps in Creating & Previewing Reports

Formatting your Submittal

Submittal formatting applies to all of the reports in your submittal. You can find the submittal formatting options at the top of the submittal window. The submittal formatting includes:

  • Page layout
  • Cover page templates 

In the Options pane:

  1. Select your submittal formatting options
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Submittal window showing the location of the preference pane
Image 6: Formatting Options Pane
  1. Export your submittal using an export method from Creating & Previewing Reports

You now have a custom submittal.

*Note: Submittal customizations do not save.

Using Templates

Comsense has two preset submittal templates:

  • Hardware (Hdw Submittal)
  • Door Frame (DF Submittal)

Each submittal template uses the most common reports and standard document formatting. You can update the preset templates or create a new template using the steps in Creating & Updating Templates.

In the top toolbar:

  1. Click Template
  2. Select a submittal template 
    • The submittal contents list will update 
  3. Update any necessary preferences using Customizing Reports & Submittal Formatting
  4. Export your submittal using an export method from Creating & Previewing Reports

The submittal is now complete.

*Note: Customizations do not save in Comsense for your next submittal.

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