PM Submittal Ball-In Court

You can use the PM Submittal Ball-In Court report to display the current status of the submittal items in the submission / approval process by selecting Project Management > Reports > PM Submittal Ball-In Court.

This report displays the current status of the submittal items in the submission / approval process.

There are three sections in the report:

Requesting - A submittal will display in this section if it has a Due to Responsible Firm date, but not a Sent to Responsible Firm date.

Responsible - A submittal will display in this section if it has a Sent To and Due From Responsible Firm date, but not a Received From Responsible Firm date.

Approving - A submittal will display in this section if it has a Sent To Approving Firm and Due From Approving Firm date, but not a Received From Approving Firm date. The submittal must also have a Due To / Sent To / Due From / Received From Responsible Firm date, and a Due To Approving Firm date.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Project Number

Click the Field Lookup button or press F4 to select the project (required).

Submittal Status – empty = All

Click the Field Lookup button or press F4 to select the submittal status or leave blank for all..

Group by (N)one, (S)pec Section, (R)esp Firm, (P)ackage, S(T)atus, (A)ctivity Date

Enter N, S, R, P, T, or A.

Sort by (S)pec Section, (R)esp Firm, (P)ackage, S(T)atus, (A)ctivity Date

EnterS, R, P, T, or A.

Include Closed (Y/N)?

Enter Y or N.

Print Notes (Y/N)?

Enter Y or N.