Export the List of Submittals

You can export the list of submittals to create a Excel file with the submittal information by going to Projects > Submittals > More > Export.

The export contains the columns shown in the list of submittals. If you have changed the columns for the list of submittals, the export contains the modified columns.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals tab.
  3. Select the check box for each submittal you want to export.
  4. Click the More button in the upper right corner and select Export.
  5. Use the internet browser options to open or save the Excel file.
The submittal information is available in Excel.