Package Layouts

Every new package should not start as a blank list of sections that somebody rebuilds from memory. Under Settings > Package contents, a layout is the recipe a new submittal copies: its sections in compile order and the documents every equipment item in it must carry. Set one up per type once and every submittal of that type starts right.

Built-ins and your library

The page has two lists. Package Layouts is your company's own library: layouts you can edit, set for a type or as the default, archive, and restore. Start from a built-in holds the read-only layouts that ship with the product; open the fold and click Clone to make your company's own version of one. A clone has no Type until you set one. A company with no layouts of its own sees the built-ins as its library until it clones one.

Each row shows the type the layout is set for, how many sections it has, and how many submittals were created from it. Set default makes a layout the one every new action submittal, or every new O&M manual, starts from when no layout is set for its type; the Default label marks it. Archive removes a layout from selection without touching the submittals already created from it, and a layout that has never produced a submittal can be deleted outright.

Edit a layout

Click Edit on one of your own layouts to open it:

1. Template name is what the New Submittal form shows.
2. Starts new submittals sets the type this layout is for. A new submittal of that type starts from it, and every other type starts from your default. A type has one layout, so choosing it here takes it off any other.
3. Sections lists the layout's sections in the order the compiled PDF will follow. Drag the grip to reorder, rename a title in place, and Add a section from the same palette of section types the submittal page uses. Each section's behavior comes from its type, so renaming never changes what it does. See Configure sections for what each role does and the empty policy. A Company Policy Documents section picks its policy document here, and submittals made from the layout start with it.
4. Collects, under each section, lists the document roles that section prints. Switch a role's Every item needs one to Required and every equipment item in a submittal from this layout must have it before the submittal reads ready to issue; a role left Not required is still included when a part has it.

Submittal types

The Submittal Types list at the top of the page adds your company's vocabulary to the built-in list of Product Data, Shop Drawing, O&M Manual, and the rest. Give a type a name and choose how it behaves: an action submittal, issued for review and returned, or closeout and turnover. That behavior is fixed once added; the name can be changed anytime, and a type nothing uses can be deleted. Two types of the same kind compile identically. Set a type's short code under Numbering & review and it prints in submittal identifiers.

Copied at creation

A submittal copies its layout when it is created, so a later edit to the layout never changes an existing submittal. To bring an older submittal up to a revised layout, open its settings drawer and pick the layout under Apply a template: it lists what would be added, and Apply only adds what is missing.

Set your layouts and default before the team starts creating packages; a change later applies only to submittals created after it.