To use the search and filter options to locate items in the Project level Submittals tool.
Because of the large number of submittals that can be created on a project, the Project level Submittals tool offers search and filter functions that help you find a submittal or submittal package.
Things to Consider
Required User Permission:
'Read-only' level permissions or higher on the Submittals tool.
Preferences are remembered on a per-project basis. If you are working with the Submittals tool on multiple projects, each project will remember your last used search for that project.
Search criteria is 'sticky'. After conducting a search using the project's Submittals tool, the tool will remember your last used search preference, so that the next time you visit the Submittals tool, the last used search is applied to the log.
Preferences are remembered on a per-project basis. If you are working with the Submittals tool on multiple projects, each project will remember your last used filter preference for that project.
Filter options are 'sticky'. After applying a filter using the project's Submittals tool, the tool will remember your last used preference, so that the next time you visit the Submittals tool, those same preferences are applied to the log.
Search for Keywords or Phrases
Navigate to the project's Submittals tool. This reveals the Items view of the Submittals page. To change the view, see Switch Between Views.
Type a keyword or phrase in the Search box. Then click the magnifying glass to initiate the search.
Description Note: As shown in the example illustrations below, Procore lists all of the items matching your search terms. To learn about the Bulk Actions menu, see Perform Bulk Actions on Submittals.
Apply Filters to the Submittals Log
Navigate to the project's Submittals tool. This reveals the Submittals page. To change views, see Switch Between Views.
Select one or more filters from the Add Filter drop-down list. This narrows the items in view by the specified filter(s). Available filters include:
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.