Summary
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The Main page of a drawing/submittal package contains detailed information about the package, including identification information, and the users responsible for managing the package and providing the content for the package.
Information about the package is grouped under the following sections. The document needs to be in edit mode before you can modify the fields.
The Summary category displays pertinent information from the other sections on the page. All information shown here are for display only.
Indicates the current workflow
state of the package.
A string of characters that uniquely identifies the package within the
workspace. You can edit the number in the Details
category.
The title of the package. You can edit the title in the Details
category.
A user-defined number for the revision currently displayed. This number
defaults to the System Revision Number, which is shown in the Details
category.
The Project category displays a simplified version of the information available on the Projects tab. Use this category to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project category is also available on the Projects tab, and any changes you make in the Project category is synchronized with the Projects tab.
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Note:
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Using the Project category, you can set the current document's project linking status to:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon 
to display a list of available projects from which you can choose.
Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
Select to link the current document to all projects within the current workspace.
The current status of project linking is displayed in the category header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project category.
The Details category lists high level information about the package, most of which can be edited.
Indicates the current workflow
state of the package.
Type a string of characters that uniquely identifies this revision,
or leave it blank if Proliance is configured to supply one. You
can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin online help.
Type a string of characters that collectively identifies all revisions
of a particular package. For example, drawing package A has three revisions.
You assign each revision the package name "PSI-A" to indicate
that they belong together. Similar to the system revision number, except that you can enter your
own numbering system. Proliance will attempt to increment the Revision
Number intelligently for each new revision, based on the previous revision
number. If you are using a unique numbering system, remember to edit this
number before you transition the package into the In
Review or Complete states. The revision of the package. The original version is always revision
0 (zero) and all subsequent revisions
are incremented by 1. You cannot edit this number.
Type the title of the package. The Title
is required.
Enter the date when the package was actually completed. Proliance automatically
records this date when the package reaches the Completed
state
or you can enter your own date here.
Type additional means of identifying the package.
Click the Magnifying Glass icon to select the contract
associated with the package.
Select the specification division for the package. Examples of divisions
include the CSI Divisions 01 through 16.
Enter or click the Calendar icon 
to select the date when this package
is expected to be due. This field is used when synchronizing the due date
of package items on the Drawings/Submittals
page.
Enter the date when the package is expected to be completed,
based on how long reviewers have taken so far and the remaining steps.
Type a description of where the package is called for. For example,
"Paragraph 123(a) of Section 35 in Contract A-456."
Type a brief description of where the package is physically located.
Select the type of contents being represented by the package. Examples
of package types include: Cut Sheets, Owner Stock, Shop Drawings, Warranties,
or Miscellaneous.
Select the purpose of the package. Examples of purposes include: Preliminary,
Information, Tender, Construction, As Built, or Closeout.
If the managing contact uses the 'Reject All' button when completing
the package, Proliance automatically records the rejection date when the
package reaches the Completed
state. You can also manually enter the rejection date.
Managing Company: Click the Magnifying Glass icon to select the company responsible for managing
the package and its contents. This company must have a state
of Active.
The Manager Company is required
in order to perform the Start Review
workflow action.
Managing Contact: Click the Magnifying Glass icon to select the user employed by the Manager
Company who is responsible for the package and its content. This
user may also be known as the "package manager" and is responsible
for completing
the package and changing the state of all the items within the package.
The manager contact must have a security
role that grants him or her full permissions
to drawing or submittal packages. The manager contact must have a state
of Active and must have a valid
account.
The Manager Contact is required
in order to perform the Start Review
workflow action.
Managing Contract: Click the Magnifying Glass icon to select the contract that describes the management
of the package.
Source Company: Click the Magnifying Glass icon to select the name of the company responsible
for providing the content of the package. For example, if the package
is a submittal of doorknob types, then the source company is the one that
can provide all the various types of doorknobs. The Source
Company must have a state of Active.
Source Contact: Click the Magnifying Glass icon to select the person employed by the Source
Company who is responsible for supplying the content of the package.
The Source Contact must have
a state of Active.
Source Contract: Click the Magnifying Glass icon to select the contract that provides source details
for the package.
Proliance will add the name of the Manager Contact or the Source Contact to the appropriate recipient fields (To:, CC:, HCC:) in the Workflow tab during a pending state change, if this contract document subtype has been set up to use initiating and receiving participants. (Manager Contact = Receiving Participant; Source Contact = Initiating Participant).
To learn how to use the participants feature, see "Configuring Document Workflow States" in the Proliance Local Admin online help.
This section lists categories that describe the package. Examples of categories include: Drawing Discrepancies, Finishing Schedule, and Specification Clarification.
Enter edit mode to do the following:
This section lists the areas or zones affected by the package. Examples of areas/zones include: First Floor, Area A, and Zone B.
Enter edit mode to do the following:
This section lists the discipline or trade affected by the package. Examples of disciplines/trades include: Architectural, Civil, Electrical, and Mechanical.
Enter edit mode to do the following: