Project Exchange  ·  v2.1
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Holley-Henley Builders
Project Exchange
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Project Selection
Projects
Dashboards
Project Subcontractors
Pre-Construction
Submittals
Overdue
Awaiting Action
Revise Queue
Unassigned Subs
Archived
RFIs
Field Documents
Export CSV
Submittal Log
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Add Submittal Item
Add User
User can log in immediately with this password. They'll be required to set their own password before they can do anything else in the app.
New Project
Archive Submittal

This item will be moved to the Archived view. No data is deleted — it can be restored at any time.

Archiving:

Begin Resubmittal

This will archive the current revision cycle and open with both clocks reset. All previous dates and files are preserved in revision history.

Permanently Delete

This permanently deletes the submittal, all revision history, comments, and file links. Cannot be undone.

Deleting:

Click Permanently Delete to confirm. This cannot be reversed.
Combine Submittals
Items selected — will be archived after combining:
Originals are archived — preserved but hidden from the active log.
Import from Excel
This imports to the Submittals log only. Use this option to load your spec line list from Excel into the active project. Each row becomes one submittal line item.
Required Excel Format
SubcontractorFull company name — must match the Subcontractors database for autocomplete to work Spec SectionCSI spec number, e.g. 09 6800 DescriptionSubmittal description, e.g. Resilient Flooring
Column headers must appear exactly as shown above in row 1 of the spreadsheet. All other columns are ignored. File must be .xlsx or .xlsm.
Add to Package

Adding to:

Selected items will be archived and added to the package.
Dissolve Package

Dissolves the package and restores all original submittals to the active log.

Package:

Click Dissolve Package to confirm. Original spec lines will be restored.
Add Subcontractor
Contacts
Certifications & Notes
Pre-Construction Checklist
Letter of Intent
Subcontract / Purchase Order — gates submittals
Task Duration Form
Construction Plans Distribution
Date official construction drawings were issued to this subcontractor
Set New Password

Enter a new password for your account. You'll be returned to the sign-in screen when done.

Change Password

Set a new password for your account. You'll stay signed in.

Set Your Password

For security, you need to set your own password before continuing. This only takes a moment.

Reassign Subcontractor
From: To:

This subcontractor is assigned to spec lines on this project. How many do you want to update?

( other lines besides this one)
Project Settings
Submittal Review Periods — Working Days
Each clock can run independently. Both default to 10 working days if unset.
RFI Review Periods — Working Days
Defaults to 10 working days if unset.
Submittals Dashboard
Silently reloads the Submittals dashboard after this many minutes with no mouse or keyboard activity — only while a Submittals log view is open. Leave 0 or blank to disable.
Manage Permissions
Changes take effect next login/refresh for affected users.
Status Breakdown