About Procore Insights

The project-level Insights tool is designed to provide comprehensive visibility into the status of submittals within a project. This feature empowers you to monitor the progress of your submittals by viewing which are on schedule, which may require intervention, and those at risk of becoming overdue. This insight includes two key sections: submittals by stage and number of submittals by due date.

'This Project's Submittals by Stage' enables users to understand where each submittal currently stands in its lifecycle and helps identify any potential bottlenecks. This section includes five stages:

• Draft - Submittals that have not yet begun the review workflow.

• Pending Submission - Submittals that have entered the review workflow and are awaiting action from the 'Submitter.'

• External Review - Submittals under review by an external approver, such as an architect or engineer.

• Internal Review - Submittals under review by an internal team member, such as a project manager.

• Closed - Submittals that have completed the entire workflow and are marked as 'Closed.'

'Number of Submittals by Due Date' categorizes submittals based on their due date status, allowing yours to manage time-sensitive tasks effectively. Section details include the following:

• On track - 'The Last Step Due Date' is on or before the 'Final Due Date', indicating the submittal is progressing as planned.

• Paused - The submittal was rejected by an approver and requires attention from the submittal manager to proceed.

• Overdue -The submittal has exceeded its final due date and remains unclosed.

From this insight, you can view a pre-populated report template that shows details on current submittals, their stages, and the responsible party. You can also go directly to the submittals tool within Procore to take action on pending items or make updates to move submittals to the next stage.