CMiC Field Security - Submittals

The Submittals screen is available in Construct PM.

NOTE: The Submittals screen was released in Patch V12-21.

Security Roles

The following security settings are located on the CMiC Field - Security Roles screen.

  Name of item Assigning this item to your Security Role means you can...
Programs Submittals V2 Open the Submittals screen.
Privileges Submittals 2.0 Beta Tester View the Submittals screen. This version does not have other settings or access control and is meant solely as a preview.
  Submittal – Make Record Public Use the 'Public Record' checkbox on the Detail tab of the Submittals screen.
  SubmittalsV2 – Submittals Admin

Access and update the Submittals settings, which can be accessed directly (../construct-pm/submittalsv2/maintenance) or through the Settings icon (Image of gear icon, gear wheel) in the Submittals screen.

Submit review responses on behalf of anyone (regardless of company/partner affiliation), even if the user is not linked to the submittal.

Project Roles

The following privileges are located in the Submittal V2 section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
View All View all Submittal records. Without this privilege users can only see submittals where they are assigned as a reviewer or CC.
Create All Create new Submittal records.
Update All

Edit Submittal records. This privilege allows users to make changes to submitted Submittal records, including:

  • Modifying the record details.

  • Changing the review workflow.

  • Changing the planned schedule.

  • Entering review responses on behalf of other users.

  • The ability to enter schedule dates on all records (i.e., not just those where they are a listed contact)
Delete All Delete Submittal records.

The following privileges are located at the top of the CMiC Field - Project Roles screen.

Checkbox Check this box to...
View All Records Associated with Business Partner

Add additional (but still limited) view-access to Submittal records. It will allow users to view any Submittal records meeting one of the following conditions:

  1. The record was created by a contact under the same business partner as the current user (i.e., same Company or Partner).

  2. The record is addressed to a contact under the same business partner as the current user, where the contact is listed as one of the following: Submitter (i.e., Sender), Submittal Manager, Receiver (i.e., Approver), CC, or an additional Reviewer included in the workflow.

  3. The record is addressed to the business partner that the current user belongs to, where the user’s parent business partner is listed as one of the following: Submitter, Receiver, or Additional Reviewer.
Respond on behalf of Business Partner

Provide responses on behalf of their organization or for other contacts registered under it. Users with this privilege will be able to provide “review responses” on submittal records for a BIC reviewer if the reviewer is:

  1. The user’s parent company/partner.

  2. Another project contact, who is also registered under the same company/partner.

The following privileges are located in the Reviewers Table section on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
Maintain Review Workflows - SubmittalsV2

Allow users to create and update standard review workflows. They can do this through the submittal Settings or while editing a submittal record.
Maintain Tags - SubmittalsV2

This privilege allows users to create and maintain submittal tags on the project level.
Allow Adding Guest Reviewers - SubmittalsV2

This privilege allows users to add guest reviewers.