The submittals dashboard provides an overview of the status and statistics of submittals pertaining to the project. It assists project managers in keeping track of the requested submittals, their due dates, approvals, and more. The dashboard contains dynamic charts showing statistical summaries of submittal requests and responses.
You can filter the charts to explore details of Submittals based on specific statuses, types, contractors, and more. The cross-filtering feature enables seamless data interaction by applying your selection from one chart as a filter across all others, providing focused insights and revealing correlations in related data. This allows you to easily drill down into the information you need, applying cascading filters across successive charts for deeper analysis and assessment as required. See Cross Filtering Options to learn more about this.
The dashboards are slightly different for the general contractor and subcontractors. The charts shown are dependent on your role in the project.
Roles and Permissions:
Only users with roles having 'View' permission enabled for the Submittal dashboard can view the Submittal dashboard of the project.
To open the submittal dashboard
- Open the project management console
- Click the app launcher
in the top-right and select 'Documents' - Click 'Submittals' on the top
The Submittals dashboard opens by default.
- Click 'Dashboard' on the left if you are on a different screen in the Submittals module
The example below shows the Submittals dashboard shown to a general contractor:
The dashboard shows the following cards and charts:
GC Only
Submittal Status Distribution
The donut chart shows the summary of the numbers of Submittals based on their process stages and resolution status.
- GC - Can view breakdown of all Submittals pertaining to the project.
- SCs - Can view only the project Submittals that involve their company.
The legends are shown at the top.
- Use the left and right arrows to scroll the legend strip
- Hover your mouse over a sector to view the number of Submittals in that status, along with their percentage share of the total.
Filtering options:
- Click on the legends to hide/show those categories in the chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories
- Click on a sector to set that status as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.
Submittal Type Distribution
- The donut chart shows the breakdown of Submittals based on the form in which they are requested/submitted.
The legends are shown at the top.
- Use the left and right arrows to scroll the legend strip
- Hover your mouse over a sector to view the number of Submittals in that category, along with their percentage share of the total.
Filtering options:
- Click on the legends to hide/show those categories in the chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories
- Click on a sector to set that type as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.
Submittal Contractor Distribution
- Applies only to general contractors
The donut chart shows the breakdown of the Submittals based on the contractors and vendors who created the entries in Linarc.
The legends are shown at the top.
- Use the left and right arrows to scroll the legend strip
- Hover your mouse over a sector to view the number of Submittals created by that contractor, along with their percentage share of the total submittals.
Filtering options:
- Click the legends to hide/show those contractors in the chart.
- Click 'All' to clear all filters and show all contractors
- Click 'Inv' to invert your selection of contractors
- Click on a sector to set that contractor as a filter and apply the same as filter criteria to other charts. See Cross Filtering Options to learn more about this.
The table on the right shows the number of outstanding submittals.
- Company Name - The name of the subcontractor company
- Really Late - The number of Submittals that are outstanding and overdue from the period before the previous week
- Late Last Week - The number of Submittals that are outstanding and overdue from the previous week
- Due This Week - The number of Submittals that are due within the current week
- Due Later - The number of Submittals that are due after the current week
Sorting and Searching options:
- Use the filter at the top right to filter the entries using any value in the table as a search criteria.
- Click a column header to sort the rows in ascending or descending order based on the values in that column
Timeline
The bar chart shows an at-a-glance summary of the number of submittals that are due and overdue for the current week.
- Place your mouse on the chart to view more details.
Average Response and Volume
The graph shows the month-wise comparisons of the number of submittals that were responded to and delayed. This assists the project managers in having a tab on pending submittals that need attention.
- GC - Can view a breakdown of all submittals pertaining to the project.
- SCs - Can view only the project submittals that involve their company.
- Hover over a month to see detailed statistics of Submittals created and closed during that month
Filter Options:
- Click the legends to hide/show those categories in the chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of filters
Zoom and Filter Options:
- Use the sliders at the bottom to filter the chart to a required timeline
- Click
and select an area to zoom in - Click
to reset the zoom
Process Time
- Applies only to subcontractors
- The bar chart shows the trend of the submittals created, processed, and closed.
- Average Response - The average number of days taken to complete your Submittals.
- Average Delay Days - The average number of days your Submittals were outstanding as overdue.
- Place your mouse over a bar to view the number of days in that category.
Cross Filtering Options
The cross-filtering feature enables you to choose a category on one chart and instantly apply that category as a filter across all visualizations. This action refines the data displayed in the other charts, showing only the statistics related to the selected category of Submittals. Additionally, you can layer multiple filters by selecting different sectors across the charts, allowing for deeper, more specific analysis of the filtered results.
- Click on any sector within the donut charts to filter other charts with that category as filter criteria
- Repeat the process on the other charts successively to drill down the results
The Filters pane on the left shows the successively applied filters
- Click the 'X' mark beside a filter to remove it.
Illustration:
For example, you want to view statistics of submittals that are 'In Progress' status and of 'Shop drawings' type, you can cascade these two filters from the respective charts:
- Click the 'In Progress' sector in the 'Submittals Status Distribution' chart
All charts are filtered to show only the statistics of submittals that are in progress.
- Then click 'Shop Drawings' in the 'Submittal Type Distribution' chart
The charts now show only the Submittals that are in progress and of 'Shop drawings' type.
The 'Filters' pane on the left shows the filters applied in order.
- Click the 'X' button beside a filter to remove it
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article