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View Submittals

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Objective

To view the submittals stored in the project's Submittals tool. 

Things to Consider

  • Required User Permission:
    • 'Read-only' and above on the project's Submittals tool. 

Steps​

Switch Between Submittal Views

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. The default view is Items.


     
  2. Switch between the views by clicking a subtab:
    • Items
      Click Items to reveal a list of individual submittals. You can also move the slide control on the right (or scroll left and right) to reveal any columns that are out-of-view. 
    • Packages
      Click Packages to reveal a list of the submittal packages and the individual submittals contained in each package. 
    • Spec Sections
      Click Spec Sections to reveal a list of submittals grouped by spec section. You can click the section arrows, to expand or collapse the submittals created for each section. You can also move the slide control on the right (or scroll left and right) to reveal any columns that are out-of-view. 
    • Ball in Court
      Click Ball in Court to reveal a list of submittals grouped by Ball In Court person. You can click the arrows to the left of the Procore user name to expand or collapse the submittals awaiting a response from the person. You can also move the slide control on the right (or scroll left and right) to reveal any columns that are out-of-view. 
    • Recycle Bin
      Click Recycle Bin to reveal a list of all the submittals that have been sent to the recycle bin.  You can also move the slide control on the right (or scroll left and right) to reveal any columns that are out-of-view. 

Search for Submittals

  1. Navigate to the project's Submittals tool. 
  2. In the Search for Submittal box in the right pane, enter a keyword or phrase.
  3. Click Search to find matches meet your search criteria.

Filter Submittals

  1. Navigate to the project's Submittals tool. 
  2. In the Add Filter box, select the desired filters from the drop-down list:
    Note: You an add multiple filters to refine the submittals in view. 
    • Response. Narrows the list to include only submittals with specific responses (e.g., Approved, Approved as Noted, etc.). 
    • Status. Narrows the list to include only submittals in a specific status (e.g., Open, Draft, Closed). 
    • Type. Narrows the list to include only submittals of a particular types (e.g., Document, Shop Drawing, etc.). 
    • Approvers. Narrows the list to include only submittals with responses from specific approvers.  
    • Ball in Court. Narrows the list to include only submittals for a specific Ball In Court person. 
    • Location.
    • Only Show Most Current Revision. Narrows the list to include only the most current revision of the project's submittals. 
    • Received From. Narrows the list to include only those submittals received from the specified person. 
    • Responsible Contractor. Narrows the list to include only submittals for a specific contractor responsible for completing the work. 
    • Division. Narrows the list to include only submittals associated with a specific Division from the specification. 
  3. Clear your filter settings by clicking the Clear All link. 
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Last modified
10:18, 17 Mar 2017

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