Setting Up Cover Pages for the New Submittal Tool

*Note: The legacy Submittal and Advantage Reports tool will be obsolete by March 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: Set up and update submittal cover pages for the New Submittal tool.

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

Security Requirements: 

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

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

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Enterprise Navigation menu; shows the location of the Reports and Report Management.

Advantage-Only Users

Advantage > Tools > System Administration > Report Management

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Comsense Advantage; shows the pathway from the top tool bar to Advantage Reports.

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.

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Report Management window; shows the location of Cover Pages in the Report Management menu pane and the Cover Pages page.

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
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Report Management window; shows the location of the Description field and an example description.
  1. Enter the title in the Title field
    • The title displays on the cover page
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Report Management window; shows the location of the Title field and an example title.

In the remaining formatting fields:

  1. 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 populate 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.

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Report Management window, Values pane; shows the location of the Label and Value field with the example label 'Estimator' and the example value 'EstimatorName'.

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
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Report Management window, Values pane; shows the an example of a custom label in the Label field and the Value drop-down list.

In the Custom Value field:

  1. Enter the custom value
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Report Management window, Values pane; shows the location of the Custom Value field and an example of a custom value.

Deleting Value Line Items

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

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Report Management window; shows the Values pane right-click menu and the location of 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
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Report Management window; shows the Divisions pane right-click menu and the location of Add Division.
  1. Select the appropriate divisions Using the Selection Tool
  2. Click OK
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Select Divisions window; shows divisions in the Assigned Divisions pane and the location of the OK button.
  1. 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 the all other logo files for the cover page. If you leave the Division pane logo field blank, the system uses 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.

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Report Management window; shows the location of the Logo Field button.

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
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Report Management window; shows the Division pane right-click menu and the location of Delete Division.
  1. Click Save

These divisions can no longer access this cover page.

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