Submittal Management Suite

Superset’s Submittal Management Suite streamlines submittal management and fosters collaboration among owners, service providers, and stakeholders. The suite includes robust workflow customization, intuitive administration, automation, and advanced reporting features.

As a foundation of effective document management, the Submittal Management Suite delivers automated document tracking and enforcement of contractual standards throughout the project. The suite equips project stakeholders with tools for strategic planning, streamlined administration, review oversight, and proactive notifications —driving efficiency and compliance at each step.

The Big Picture

The Submittal Management Suite is a critical and integrated component of P3pro. The suite facilitates the creation, management, and review of deliverables throughout the project. Complete with ready-to-use forms, reports, real-time notifications, automated workflows, procedures, and intuitive user guides, it’s a turnkey solution for rapid deployment—while providing configuration flexibility to adapt functionality to your organizational and project requirements.

Submittal Packages

Submittal packages serve as a logical framework for structuring submittal items, project deliverables, and associated documents. Packages enable the grouping of related submittal items—such as design drawings, product data sheets, material samples, specifications, and supporting documents—into cohesive units for efficient submission, review, approval, and tracking. The app supports comprehensive management and oversight of package completion, incorporating key workflows and reviewer specifications that guide the submittal items.

Submittal Items

Submittal items encompass individual documents, samples, or data provided by contractors or subcontractors for evaluation and approval by architects, engineers, or project owners. These items have a parent-child relationship with Submittal Packages and support the development of detailed submittal schedules and forecast reports. Management and reporting capabilities feature automated workflows, scheduled submission dates, due dates, review durations, and detailed revision tracking.

Integration with Other Apps

The Submittals Management Suite is fully integrated with OOTB Kahua apps, including but not limited to: File Manager, CSI Code, Document Type, OmniClass, and Location. Additional fields and integrations may be added to meet organizational and project requirements.

Fully Integrated Document Management Solution

The Submittal Management Suite connects with essential Kahua applications to create a unified ecosystem:

CSI Code

Define the CSI Code structure used to classify Submittal Items.

OmniClass

Define enterprise or project specific OmniClass classification structure.

File Manager

Upload, share and manage project documents in a configurable folder structure.

Performance Deduction

Complete traceability of Failure Event and Deductions.

Document Type

Define enterprise or project specific Document types used in the Submittals Suite.

Location

Define enterprise or project specific locations that can be associated to documents and drawings.

Performance Criteria

Centralized digital registry for all Performance Criteria stipulated in the Project Agreement.

Project Snapshot

Export a read-only copy of your project data from the Submittals Suite applications to a folder on your local computer or server.

Key Features

✓ Project-Specific Tailoring: customizable process to manage deliverables from multiple vendors through user-defined workflows.

✓ Automation: streamlines management and administration through automated record creation, reminders and notifications.

✓ Automated Revision Management: allows users to access and report on revision timeline and comments.

✓ Multiple review workflow types: customizable based on organizational and project requirements: Concurrent, Sequential, Timed, First to Review.

✓ Per-Item Workflows: allows users to manage packages where each Submittal Item follows a unique workflow.

✓ Workflow Automation: streamlines processes through predefined roles and automated sequencing, reducing manual intervention and improving efficiency.

✓ Pre-Configured Forms and Reports: comprehensive set of ready-to-use, accessibility-compliant forms and reports tailored to each workflow, integrated with notifications and aligned with Project Agreement mandates.

✓ Unified Data Repository: establishes a single source for performance tracking and compliance, supported by advanced reporting, automated reminders, and intuitive dashboards to facilitate proactive management and informed decision-making.

✓ Real-Time Stakeholder Notifications: automatically alerts relevant stakeholders (e.g., public authorities, Project Co representatives) via email, in-app, or SMS upon failure detection or milestone events, ensuring swift remediation and reducing escalation risks under dispute resolution protocols.

✓ Advanced Analytics and Insights: data-driven dashboards include trend analysis on failure patterns, deduction histories, and compliance rates, empowering users to identify root causes, forecast issues, and optimize performance management strategies.