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Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Search for and Filter Submittals

Search for and Filter Submittals

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Objective

To use the search and filter options to locate items in the Project level Submittals tool.

Background

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.
  • Search:
    • 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.
  • Filters:
    • 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.

Steps

Search for Keywords or Phrases

  1. Navigate to the project's Submittals tool.
    This reveals the Items view of the Submittals page. To change the view, see Switch Between Views
  2. Type a keyword or phrase in the Search box. Then click the magnifying glass to initiate the search. 
    • Title
    • Spec Section
    • 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


      List View


      Packages View

Apply Filters to the Submittals Log 

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. To change views, see Switch Between Views.
  2. 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:

    • Response. This reveals a list of submittal responses. You can mark one or more checkboxes. See Create Custom Submittal Responses
    • Status. This reveals a list of status (e.g., Open, Draft, and Closed). You can mark one or more checkboxes. 
    • Type. This reveals a list of types (e.g., Documents, Drawing, Plans, Prints, and so on).
    • Approvers.This reveals a list of approvers who are named your the 'submittal workflow' for your submittals. You can mark one or more checkboxes. 
    • Ball In Court. This reveals a list of any individuals who are currently designated as the 'Ball In Court' person on your submittals. You can mark one or more checkboxes. 
    • Location. The reveals a list of locations on the job site. See Add Tiered Locations to a Project.
    • Only show most current revisions. Mark the Yes checkbox to restrict the items in view to only the most current revision of each submittal. 
    • Received From. This reveals a list of individuals from whom you've received submittal information. You can mark one or more checkboxes. 
    • Responsible Contractor. This reveals a list of companies/vendors that have been named as the Responsible Contractor on your submittals. You can mark one or more checkboxes. 
    • Submittal Manager. This reveals a list of individuals who have been named as a submittal manager
    • Division. This reveals a list of divisions. A division is a grouping of cost codes. You can mark one or more checkboxes. 
    • Spec Section. This reveals a list of sections from your project's spec book. You can mark one or more checkboxes. 
  3. If you would like to delete a filter setting, hover over the parameter and click the X to the left of it.

Clear the Search and Filter Criteria 

  1. To clear all of the search and filter criteria, click Clear All
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Last modified
13:32, 22 Feb 2017

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