How to Filter Submittals (Procore Web)
Objective
To use filter option to locate items in the project's Submittals tool.
Background
Because of the large number of submittals that can be created ona project, the project's Submittals tool offers filter function that help you find a submittal or submittal package.
Steps
- Navigate to the project's Submittals tool.
- Click the Items, Packages, Spec Sections, or Ball In Court tab.
- Click Add Filter and select one of the following options:
- 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.
- 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:
- Private. This reveals a checkbox where you can select 'Yes' to view all submittals marked 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.
- 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.
- 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.
- Type. This reveals a list of submittal types. You can mark one or more checkboxes.
- Press ESC on your keyboard to view the filtered list of submittals.
- Optional: Repeat the steps above to add more filters.
- To clear one filter, click the X next to its name. OR To clear all filters, click Clear All.
Refer to the coordinating manual for further details regarding submittals, see link below.