Search for and Filter Submittals

Because of the large volume of submittals generated on a project, the Submittals tool offers advanced search, filter, and grouping features. These capabilities allow you to quickly locate specific items, narrow your submittal log by key attributes, or group data by status, spec section, or contractor.

• Required User Permissions:

• Additional Information:

  • Saved Filters: Any filters you apply will stay active even if you leave the page or come back later, until you clear them manually.

  • Combining Search and Filters: Search terms and active filters work together. For example, if you filter for Open submittals and then type a keyword, Procore will only search within your open submittals.

• Search for a Submittal

• Filter the Submittals List

• Group Submittals by Category

• Sort and Adjust Your View

Search for a Submittal

Search by title, submittal number, package, or spec section

1. Go to the project's Submittals tool.

2. Click into the Search box at the top of the page.

3. Type what you are looking for (such as a full or partial submittal number, package title, or spec section description).

4. Press ENTER on your keyboard.

5. To clear your search and see all items again, click the X inside the search box.

Filter the Submittals List

Use the filter panel to narrow down your list

1. Go to the project's Submittals tool.

2. Click Filters to open the side panel.

3. Choose the details you want to filter by, such as:

   • Status: Choose Draft, Open, or Closed.

   • Ball In Court: Choose the person currently responsible for reviewing the submittal.

   • Spec Section: Pick one or more specification sections.

   • Responsible Contractor: Pick the assigned vendor or subcontractor.

   • Dates: Narrow your list by Submit By date, Due Date, or Received Date.

4. Click Apply at the bottom of the panel to update your list.

5. To clear filters:

   • To remove a single filter, click the X next to its name at the top of the list.

   • To remove all filters at once, open the Filters panel and click Clear All Filters.

Group Submittals by Category

Group your submittals into organized sections

1. Click the Select a column to group dropdown menu above the list.

2. Choose how you want to organize your list (such as by Spec Section, Status, or Responsible Contractor).

3. Your list will immediately re-organize into collapsible sections based on your choice.

4. Click Reset in the grouping menu to return to a standard list view.

Sort and Adjust Your View

1. To sort your list: Click any column header (like #, Title, Type, Status, or Due Date) to sort alphabetically or numerically. Click it again to reverse the order.

2. To move columns: Click and hold a column header, then drag it left or right to place it where you want.

3. To show or hide columns: Click the Table Settings gear icon to pick which columns appear on screen or to change text spacing (Small, Medium, or Large).