User manual
Table Of Contents
- Contents
- Autodesk® Buzzsaw
- Buzzsaw
- Welcome
- Accessing Your Site
- Read Me
- Getting Started
- Navigating the Workspace
- Site and Project Administration
- Archiving Site, Project, and Folder Contents
- Cloning a Project
- Granting Anonymous Public Access
- Converting Project and Standard Folders
- Project Properties
- Ownership of a Project, Folder, or File
- Working with Site and Project Statistics
- Site Administrator Tasks
- Welcome Email Options
- Managing Site Information Pages
- Creating a New Member
- Editing a Member
- Adding a Member to a Project
- Importing and Exporting Members
- Creating a Group
- Project Administration Tasks
- Adding a Member to a Project
- Editing Members of a Project
- Groups
- Permissions
- Activity Logs
- Information Pages
- Folders
- Files
- About Project Files
- Using the View Tab
- Using the Discussions Tab
- Using the Versions Tab
- Using the Markups Tab
- Using the Form Links Tab
- Adding a File
- Editing a File
- Deleting a File
- Viewing a File
- Adding a Note
- Adding a Link to a Folder or File
- Adding a Link to a Note
- Downloading a Folder or File
- Locking and Unlocking a File
- Recovering a File
- Renaming a File
- Updating a File
- Working with Multiple Views
- Using Properties
- Versions
- Discussion Threads
- Drawings
- External References (Xrefs)
- Find
- Notification Manager
- Recycle Bin
- Viewers and Markups
- Buzzsaw Professional
- Overview of Buzzsaw Professional
- Project Setup
- Global Collaboration
- Dashboard Overview
- Forms Setup
- Working with Form Logs, Workflow and Roles
- Working with Forms
- Adding a Form
- Adding a Comment to a Form
- Viewing a Form
- Editing a Form
- Printing a Form
- Linking Documents to a Form
- General Tab for Forms
- Routing Tab for Forms
- Links Tab for Forms
- Attachments Tab for Forms
- Discussions Tab for Forms
- Versions Tab for Forms
- History Tab for Forms
- Assigning/Re-assigning a Form
- Responding to a Form
- Recalling a Form
- Closing a Form
- Deleting a Form
- Working with Reports
- Working with Submittal Packages
- Bid Management
- Document Register
- Support Options
- Support Options
- Glossary
- Reference
- Using Accessibility Shortcuts
- Logging In and Password Dialog Boxes
- File and Folder Dialog Boxes
- Using the Folder Properties General Tab
- Project Folders
- Standard Folders
- Working Folders Dialog Box
- Recover Folder
- Using the File Properties General Tab
- Download Folder Dialog box
- Recover File
- Ownership Dialog Box
- New Notification Dialog Box
- New Notification Dialog Box
- Automatic Notification File Types
- Daily Summary Time Dialog Box
- Updating Your Time Zone
- File Types that are Indexed
- Supported Bitmap Files
- Forms Display Issues
- Enter URL Address
- Drawings and Viewers Dialog Boxes
- Project Dialog Boxes
- Add/Update to Project - Select Drawings Wizard
- Add/Update to Project - Edit Attributes Wizard
- Add/Update to Project - Import Attribute Template Wizard
- Add/Update Project Documents Wizard - Attach Comment
- Add/Update Project Documents Wizard - Send Email Notification
- Add to Project - Create Note Wizard
- Add to Project - Create Link Wizard
- Preferences and Settings Dialog Boxes
- Email Dialog Boxes
- Site and Project Administrator Dialog Boxes
- Site Administrator's Minimum Required Version Dialog Box
- Member Information Contact Tab
- Active Members Dialog Box
- Remove a Member
- Confirm Member Delete
- Export Permissions As Dialog Box
- Add to Group Dialog Box
- New Group Wizard: Step 2 Select Members
- New Group Wizard: Step 3 Project Memberships
- Select Group Dialog Box
- Add Project Members Dialog Box
- Add to Project Dialog Box
- Activity Log List Options Dialog Box
- Print Activity Log
- Save Activity Log
- Add Information Page Dialog Box
- Import/Export — Select Fields
- Import/Export Members - Import Field Mapping Step
- Import/Export - Select Members Step
- Import/Export Members Wizard
- Import/Export - Send Email Step
- Select Company Dialog Box
- Filter by Company Dialog Box
- Password Requirements
- Add/Remove Roles Dialog Box
- Index
Submittal packages are displayed in dashboards and reports. Submittal packages
are displayed in Executive, My Items and Issued Items reports. Submittal
packages are not tracked in project level reports. For more information about
the different levels of reports see
Working with Reports (page 331). You can
access a submittal directly from a dashboard as you can with other forms. For
example, if a package is assigned to you, the package is displayed in your
Project Personal dashboard under "My Action Items". The submittal log also
has a "My Submittal Action Items" section through which submittals can be
accessed.
To add a submittal log follow the process for
Step 4: Business Processes (page
263).
The following tasks are available in all three tabs of the log. Again, depending
on your role in this workflow, you many not be able to see all of these options.
Exporting:
You can export the contents of a form log to a CSV (comma separated value)
file. A CSV file is a file in which each piece of data is separated by a comma.
This information can then be imported into a spreadsheet, for example.
When exporting a log, the details of the packages are not exported, but rather
the information that you see in the log. For example, the form names,
assignment information, and due dates.
1 In any of the three tabs, Submittal Packages, Submittal Items or
Transmittals, click Export.
2 The File Download dialog box is displayed. Click Save.
3 Select a location and save the file.
Printing:
In any of the three tabs, Submittal Packages, Submittal Items or Transmittals,
you can print the different sections of that tab. For example, in the Submittal
Packages tab, you can print a summary list of the Submittal schedule. The list
that is printed is representative of what you see in the submittal log — package
details, item details and transmittal details are not printed.
In the section that you want to print, click Print. The print preview is displayed.
Viewing the submittal schedule:
You can view a schedule of all submittal packages at the bottom of each of
the three tabs: Submittal Packages, Submittal Items, and Transmittals.
Working with Submittal Packages | 341