Undo a Submittal Action

When tracking submittals in Project Center, you can undo a submittal action if it's no longer applicable. For example, if a submittal was approved, you can unapprove it by removing the corresponding action. Perform the following steps to undo a submittal action.

The following steps will use unapproving an approved action as an example, but you can undo most actions.

To undo a submittal action

1.     If you are not already there, open the Submittals activity center (shown below) by clicking Submittals from the Project Home activity center or from the Activities list.

2.     For this example, select the submittal you are unapproving from the Approved category (shown below).

Do not double-click the submittal, as that will open the Modify Submittal dialog box.

3.     Expand the submittal's actions by clicking the icon to view them, as shown below.

4.     Select the Approved or Approved as Noted action (under the Action column), as shown here:

5.     Click Undo Action from the Tasks panel. Click Yes when the confirmation message appears.

6.     Project Center removes the action and places the submittal back in the Under Review category (and Overdue category if applicable).