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Projects and submittals

Create a job in BuildX Studio, add submittals with PDF drawings, set submittal status, and invite your team to the job.

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Projects live at studio.mybuildx.com/projects. A project is one job. Inside it, each submittal is a package of PDF drawings for one spec section, such as structural steel shop drawings under “05 12 00”. Anyone signed in to Studio can create projects.

What you can do

  • New Project, then search and filter your projects by Active, On Hold, or Complete, in grid or list view.
  • Edit a project’s name, number, status, address, customer, and general contractor.
  • New Submittal with a name, spec section, and PDF drawings.
  • Move a submittal through Draft, Submitted, In Review, Revise & Resubmit, Approved, and Approved as Noted.
  • Invite teammates to one job from the Team tab.

Create a project

  1. Go to Projects and click New Project.
  2. Fill in Project Name (required). Optional: Project Number, Status (defaults to Active), Project Address, Client / Customer, General Contractor.
  3. Click Create Project. The project page opens.

Add a submittal

  1. On the project page, click New Submittal.
  2. Enter Submittal Name (required) and Spec Section (for example “05 12 00”).
  3. Under Drawing Files (Optional), drag in PDFs or click to browse. PDF only, up to 50 MB each.
  4. Click Create Submittal. New submittals start as Draft.

To add more drawings later, open the submittal and click Upload Files. See Revisions and redlines for comparing them.

The project page

The header shows the job number, status, customer, address, and three counts: % complete (revision items done), submittals awaiting approval, and open high-priority items. Shortcut buttons jump to Submittals, Findings, Takeoff, Estimate, and Leveling.

Tabs:

  • Submittals: each with its status, spec section, Rev number, and last update. The ⋮ menu has View Details, Edit (name, spec section, status), and Delete.
  • Revision Log: every revision item on the job with its sheet, priority, and status.
  • Activity: recent actions on the job, such as redline analyses, exports, and invites.
  • Costs: awarded bids against purchase orders by trade (Awarded bid total, Actual cost total, Variance). See Purchasing.
  • Team: who can see this job.

Change a submittal’s status

  1. On the Submittals tab, open the ⋮ menu on the submittal and choose Edit.
  2. Pick a Status and save. Approved and Approved as Noted count as approved on the Projects list.

Invite your team to a job

  1. Open the project’s Team tab and click Invite (only the project lead sees this button).
  2. Enter the Email address, pick Member or Admin, and click Send Invitation.
  3. The person joins the job the next time they sign in to Studio with that email. Pending invites show under Pending Invitations with their expiry; the trash icon cancels one.

The project lead shows with a Lead badge. Studio team access is per job and separate from your MyBuildX team (Team).

Good to know

  • Deleting a project removes every submittal, drawing, revision item, takeoff row, bid, crew, and purchase order on it, for everyone. It can’t be undone. Only the project lead sees Delete project in the Edit dialog.
  • Deleting a submittal removes its drawings, revision items, and takeoff rows.
  • Studio’s Starter limits apply: 3 active jobs and 10 new submittals a month. See Getting into Studio.
  • Studio projects are separate from jobs in MyBuildX.