Show Company Name in Submittal Views
In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.
With the upcoming improvement to the Submittals Workflow table, we will be including the Company name of the designed Submitter/Approver roles.
You can follow this link to get a preview of the release: https://support.procore.com/product-releases/new-releases/submittals-updates-to-submittal-workflow
Rosemary Laurence commented
Add companies to names on submittals list when selecting filters. This will help to differentiate between client team and subcontractors
Justin Weidner commented
Vendor name needs to be on submittal
Please include company name next to the user within the submittal workflow.
Brian Tighe commented
This is very needed. Reporting is difficult when there are many different users with a BIC item from the same company.
Wendy Lockner commented
yes! love the idea of being able to see everything in a particular company's ball-in-court!
Brandon McHugh commented
It would be extremely beneficial to the work flow to have a more robust Ball In Court filter or searching option. As it stands the process is more manual, often the user has to search through several submittals manually. Expanding the filter to be able to include anyone in the directory, or narrow by company, would ultimately approve the workflow.
Matthew Redman commented
Custom reporting add a group by ball in court entity type rather than individuals
the BIC field in Reports needs to include the Company AND Contact name. It is unrealistic that everyone on site would know what Company 'John Doe' is associated with, not having the company name makes this field nearly unusable, particularly on a large project with hundreds of trade contractors.
Carlos Garcia-Velez commented
Hello, I think it would be a nice feature if instead of having "Ball in Court" show just an endless list of personnel on the project, we could sort/group the list by either company or roles. For example, I'm in the "Submittals" tool and I use the "Ball in Court" filter to see which submittal is where, a common practice, I'm sure. However, instead of filtering it person by person, it would be great if I could filter it by company and/or trades/roles. For example, if I could filter it by "Subcontractor" role, then I could easily see which Subs have the Ball in their Court, as opposed of having to go name by name. Or if i could just select "Company A", then I would be able to see all the outstanding items just for that specific company. I hope I explained myself clearly enough!
Rosemary Laurence commented
Can the ball in court filter on submittals show the company as well as the name
BIC view in Submitals should reference the contacts company name in the grouping header
When filtering any item that is "ball-in-court" you should be able to select a whole company at one time instead of just individual people.
Create a heading with the company and then a sub-level with the individuals inside.