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Sage Construction Management Ideas Portal
Status Needs review
Categories Submittals
Created by Guest
Created on Jan 30, 2025

Urgent Sage Issue - Submittal Review Process

I initially brought this issue to attention in November and has been discussed on multiple occasions since. I must emphasize its ongoing impact and the urgent need for resolution.

The current structure of the website creates significant inefficiencies in the submittal process. As it stands:

  1. Submittals are grouped into "submittal packages," which correspond to specific specification sections.

  2. Within these packages, individual "submittal items" are created to represent the various submittals under that section.

  3. Submittal items are then linked to their corresponding PDFs, which are uploaded, reviewed, and returned by the designated “respondent” (e.g., architects).

The issue arises when submittals for a package are not received simultaneously, which is a common scenario, as some submittal items are delayed until the end of a project (closeouts). If any submittal item within a package is missing or rejected, there is no option to reupload the added or corrected version and resubmit it for review within the same package.

The current workaround—creating a new submittal package with duplicate submittal items—introduces several critical problems:

  • Increased complexity: Multiple packages with duplicate items make reports difficult to interpret and manage.

  • Inefficiency: The process is unnecessarily tedious and time-consuming.

  • Data integrity issues: Reports become excessively lengthy and convoluted, making it challenging to track approvals or assess progress accurately.

This issue has already caused confusion and inefficiencies on two projects. It is imperative that this functionality is addressed immediately to prevent further disruptions.

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