Export a Submittal Summary to Excel

OBJECTIVE

To export the submittal summary to Excel from ConstructionOnline

BACKGROUND

The Submittal Summary gives you a quick and concise summary of your Submittals, whether overall or by project.

THINGS TO CONSIDER

  • Only Company Employees can create Submittals.
  • Submittals must be associated with an existing Project.
  • Submittals can be shared with TeamLink & ClientLink members to view and respond to.

STEPS TO EXPORT SUBMITTAL SUMMARY TO EXCEL

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Communication tab
  3. Choose the Submittals category
  4. Click the gray 3-Dot Action Menu at the top right of the All Submittals pane
  5. Select Export to Excel
    1. This will open the Export Submittals to Excel window
  6. Choose the Export Format
  7. Click Export
    1. The Excel file will automatically download

HAVE MORE QUESTIONS?

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