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Search for and Filter Submittals

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Search for Keywords or Phrases

  1. Navigate to the project's Submittals tool.
    Note: If you want to change the view, see Switch Between Submittals Views. 
  2. Type a keyword or phrase in the Search box. Then click the magnifying glass to initiate the search. 

    The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?

    • Title
      Enter a full search term.
      Examples:
      • A search for the term 'alarm' would return submittals titled 'Fire Alarm System' and 'Security Alarm Sounder.'
      • A search for the term 'alarm' and 'system' would return submittals titled 'Fire Alarm System', 'Fire Alarm Cable', 'Security Alarm Sounder', and 'Security System Console'.
      • A search for the term 'cab', would return 'CAB Submittal', but the results would NOT include 'Fire Alarm Cable' or 'Telecommunications Cabinets.'
    • Submittal Number
      Enter a full or partial number, including the spec section number.
      Example: If your submittal numbering is "12345-SB-12" (where X=numeric characters), you can search for "12" to match all numbers with a "12" in any number sequence or "SB" to match any number with "SB" in the numbering scheme. 
      Note: If you have disabled the 'Number Submittals by Spec Section' feature on the project (see Request to Disable Number Submittals by Spec Section), spec section number entry is not supported. 
    • Package Number
      Enter a full or partial submittal package number.
    • Package Title
      Enter a full or partial submittal package title. 
    • Spec Section 
      Enter a spec section number or a partial description.
    • Revision Number
      Enter a number.
    • Items View
      submittals-items-view.png
       
    • Packages View
      submittals-packages-view.png

Apply Filters to the Submittals Log 

  1. Navigate to the project's Submittals tool.
  2. Select one or more filters from the Add Filter drop-down list. Please be sure you enable the filter for “Current Revision Only” and leave it enabled at all times. You can still view previous revisions of a submittal by clicking on the specific submittal and scrolling to the bottom to view Revision History. 

    Available filters include:
    • Approver. This reveals a list of any individuals who are named as Approver or Submitter in the 'Submittal Workflow' for your submittals. You can mark one or more checkboxes. See Add a Submitter and Approvers to the Submittal Workflow.
    • 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. 
    • Created By. This reveals a list of any individuals who have created a submittal. You can mark one or more checkboxes. 
    • Current Revision. This reveals a checkbox where you can select 'Yes' to view only current revisions of the submittals. 
    • Division. This reveals a list of divisions connected to the submittals. A division is a grouping of spec sections. You can mark one or more checkboxes. 
    • Location. Select Location from the drop-down list. Then, you have these options to narrow your selection to specific sub-locations:
      • If you want to include the project's sub-locations in your search, mark the ​Include Sub-locations checkbox. To ignore sub-locations, remove the checkmark. See How do I filter by multi-tiered locations?
      • If you want to include only a specific location (or locations) in your search, mark the corresponding checkboxes. 
        Note: For the checkboxes above to appear as selections, at least one (1) submittal on your project must be associated with a sub-location.
    • Private. This reveals a checkbox where you can select 'Yes' to view all submittals marked as Private. See Mark a Submittal as Private. 
    • Received From. This reveals a list of individuals who have been selected as Received From on your submittals. You can mark one or more checkboxes. 
    • Response. This reveals a list of submittal responses. You can mark one or more checkboxes. See Create Custom Submittal Responses. 
    • Responsible Contractor. This reveals a list of companies that have been named as the Responsible Contractor on your submittals. 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. 
    • Status. This reveals a list of statuses (e.g., Open, Draft, and Closed). You can mark one or more checkboxes.
    • Sub Job. This reveals a list of sub jobs on the project (if enabled). You can mark one or more checkboxes. See Enable Sub Jobs.
    • Submittal Manager. This reveals a list of individuals who have been named as a submittal manager.
    • Submittal Package. This reveals a list of all submittal packages. You can mark one or more checkboxes. See Create a Submittal Package.
    • Type. This reveals a list of submittal types. You can mark one or more checkboxes. See Create Custom Submittal Types.
  3. Optional: 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 

To clear all of the search and filter criteria, click Clear All.