We’d like to share a feature request related to Review Templates management in Submittals, based on feedback from customers managing large-scale projects.
Background
In large and mega-size projects (especially in Japan), customers often manage 100–200+ review templates within a single project.
At the same time, project members frequently change over the course of the project (e.g. reviewers joining or leaving every few months).
Because approvals are required per individual person (not just by role or company), review templates need to be updated frequently to reflect these membership changes.
Current Challenge
Today, all review template updates must be done manually through the ACC Web UI.
This creates several pain points:
- Updating many templates one by one is very time-consuming
- The UI panel is small, making it difficult to:
- Search for the correct workflow/template
- Identify which reviewers need to be removed or added
-
- Bulk updates (e.g. replacing reviewers across many templates) are not supported
For customers managing hundreds of templates, this becomes a significant operational burden.
Requested Capability
Customers are asking for a way to manage review templates in bulk, ideally through an Excel-based workflow, such as:
- Export current review templates to Excel
(including template name, step number, reviewers per step)
- Edit reviewers and steps in Excel
- Import the updated Excel file back into ACC to apply changes
Alternative solutions (bulk edit UI, API-based bulk updates, etc.) could also work, but export/import via Excel would align best with existing customer workflows.
Expected Benefits
- Significant time savings for Submittals managers
- Reduced risk of manual errors
- Easier management of frequent reviewer changes
- Better scalability for large and long-running projects
Is this type of bulk management capability on the roadmap, or is there any recommended approach today for handling this at scale?
Thank you for considering this request.
