Setting up projects
The project document register
See every deliverable the contract asks for, with its due date and status, created from your templates when gate G4 is approved, and turn a row into its submittal.
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In this article
The register lists what the project owes the customer and the consultant: submittals, O&M manuals, as-built drawings, training records, test reports. It lives on the project's Document register tab.
How the register is created
When gate G4 is approved, the register is filled from your company's Document templates (Projects › Process Settings), each with its due date counted from the approval. To add templates later, or for a project that passed G4 earlier, select Create from templates: it adds only what is missing.
Work with the register
Submittals: select Prepare submittal on the row. Its status then follows the submittal: submitted, approved, or to revise after a C or D answer. See Submittals and approval codes.
Other deliverables: change the status as the work goes (planned, in progress, submitted, approved, closed).
A due date in red has passed. Rows marked For handover are the documents the handover package needs. Attach each one from the row's File column (Files): the newest upload is the deliverable's current copy, its name shows in the column, and the handover package cannot be sent while a row marked For handover has no file.
You need Projects - Manage Document Register to change the register.