How to customize submittal package for large jobs?

This article details the submittal report customization in COMPAS Go.

1. Login into COMPAS Go with valid credentials.

2. Open an existing quote or create a new quote with line items. On doing so the following is available to the user.

3. From Actions menu, select "Submittal Package Customization" icon as shown below.

Note: User can select the Submittal package and then select the customization tab as shown below.

4. On doing the following is available to the user as shown below.

5. User can rearrange the sections by drag and drop. Also, the user can include or exclude the section based on the selection of the check box and shown below.  

6. User can customize from the "content view" by clicking on the "switch view" to change the view from "submittal section" to audit and vice versa. Line items and sections can be included or excluded from here.

7. Click on the "Component Schedule Report", should able to preview the report as shown below.