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Procore

Switch Between Submittals Views

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Objective

To switch between the different views in the Submittals tool. 

Background

You can view your project's submittals data using a variety of different views, which include: Items, Packages, Spec Sections, Ball In Court and the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Submittals tool. 

Steps​

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

    switch-between-views.png
     
  2. Click the appropriate tab to see that view:
    • 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. If you want to view a listed item, click the desired submittal to open it. 
    • Packages
      Click Packages to reveal a list of the submittal packages and the individual submittals contained in each package. If you want to view a listed package, see View a Submittal 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.  If you want to view a listed item, click the desired submittal to open it. 
    • 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.  If you want to view a listed item, click the desired submittal to open it. 
    • 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.  If you want to view a listed item, click the desired submittal to open it.