How to: Set up and update submittal cover pages for the Advantage Submittal tool.

Environment: Comsense Enterprise & Advantage (Version 21.1.100.094 and later)

Security Requirements: 

• Reports
  • Report Management 
    • Open Report Management
    • Save Report Management

Video Tutorial: Advantage Cover Page Template

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In this article:

Accessing Report Management

*Note: The user creating or updating submittal templates requires the appropriate security permissions to access the Report Management window.

Opening Suite Users

Enterprise > Report > Report Management

Advantage-Only Users

Advantage > Tools > System Administration > Report Management

Accessing Cover Pages

The Report Management window opens on Cover Pages. If you are on a different page of the Report Management window, Click Cover Pages.

Setting Up a Cover Page

Cover page templates are an easy way to complete your submittal in one export. Comsense has two preset cover pages; a hardware submittal cover page and a door & frame submittal cover page. You can create a new cover page or update the preset cover pages using the procedures below. 

Formatting the Cover Page

In the Cover Page List pane:

1. Enter the description of the new cover page in the fillable line item
   • The description is only visible internally

2. Enter the title in the Title field
   • The title displays on the cover page

In the remaining formatting fields:

3. Select your cover page formatting preferences
   • Scroll horizontally to see all formatting preferences

Adding Values to the Cover Page

The Label field is a free-form text field that populates on the cover page exactly as it is in the Label field. The Value field pulls in the project data using the selected value from the drop-down list e.g. the EstimatorName value will populate the name of the project estimator on the cover page. Custom values are free-form text that populates exactly as it is in the Custom Value field.

Adding Preset Values

In the Values pane, Enter the value label in the Label field and Select the appropriate value from the value drop-down list.

Adding Custom Values

*Note: You can only change custom values in the Report Management window. Do not add a custom value for a specific project if the cover page is for general use.

In the Values pane:

1. Enter the value label in the Label field
2. Select Custom from the Value drop-down list

In the Custom Value field:

3. Enter the custom value

Deleting Value Line Items

In the Values pane, Right-click on the value line item and Click Delete Cover Page Value.

Adding & Removing Division Access

By default, any new cover pages are not available for use. Cover page access is provided by division per cover page and must be manually set in the Divisions pane.

Adding Division Access

*Note: Always ensure you have selected the correct cover page before giving division access.

In the Division pane:

1. Right-click
2. Click Add Division
   • The Select Divisions window will open

3. Select the appropriate divisions Using the Selection Tool
4. Click OK

5. Click Save

These divisions can now access this cover page.

Adding Division Logo

You can add division-specific logos in the Division pane. The Division pane logo field overrides all other logo files for the cover page. If you leave the Division pane logo field blank, the system uses the logo file from the Cover Page List pane. If the Cover Page List pane field is blank, the system uses the logo from the Division master window.

To add the Division logo for the cover page, Click the Logo Field button and Open the logo file.

Removing Division Access

*Note: Always ensure you have selected the correct cover page before removing division access.

In the Division pane: 

1. Right-click on the division
2. Click Delete Division

3. Click Save

These divisions can no longer access this cover page.