Submittals Dashboard

Modified on Fri, 12 Dec at 5:21 AM

The portfolio-level Submittals Dashboard gives you a comprehensive view of submittal activity across all active projects. It presents dynamic charts summarizing volumes, statuses, criticalities, projects, assignees, approval authorities, and more.

You can filter the visuals to focus on the metrics you need. With cross-filtering, selections made in one chart automatically refine all others—helping you drill down into trends, relationships, and detailed insights with ease. See Cross Filtering Options to learn more.

To open the portfolio-level submittal dashboard

Ensure that you re in the portfolio console. If not:
- Click the app launcher icon in the top-right and select 'Portfolio.'
Click 'Analytics' on the top and 'Submittals Dashboard' on the left

The dashboard shows the following cards and charts:

Project with Submittals- Total number of projects that have at least one submittal, regardless of their status.
Submittal Count- The total number of submittals across all projects.
Submittal Distribution by Status
Submittal Distribution by Type
Contractor Distribution
Submittal Distribution by Priority
Resolution Timeline (Created Vs Closed)
Submittal Count by Due Status
Submittal Count by Project
Submittal status by Project
Priority by Project
Cross Filtering Options
Zoom and Filtering Options

Use the following links to learn about chart functions and filtering options:

Cross Filtering Options
Zoom and Filtering Options

Submittal Distribution by Status

The donut chart shows the summary of the number of Submittals based on their process stages and resolution status.

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.
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 Distribution by Type

The pie 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.
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.

Contractor Distribution

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.
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 Distribution by Priority

The pie chart shows the breakdown of the Submittals based on the priority of the entry.

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 on a particular priority, along with their percentage share of the total submittals.
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.

Resolution Timeline (Created Vs Closed)

The graph shows the month-wise comparisons of the number of submittals that were created and resolved. This assists the project managers in having a tab on pending submittals that need attention.

Hover over a month to see detailed statistics of Submittals created and closed during that month
See Zoom and Filtering Options to focus on particular data on the chart.

Submittal Count by Due Status

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.
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 not overdue
See Zoom and Filtering Options to focus on particular data on the chart.

Submittal Count by Project

The donut chart shows the total number of submittals associated with each project.

Place your mouse over a sector to view the number of submittals in that project.
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 status by Project

The bar chart shows the total number of submittals for each project, broken down by status.

Place your mouse over the bar to view the number of submittals with their status type and the percentage share of the total number of submittals
See Zoom and Filtering Options to focus on particular data on the chart.

Priority by Project

The bar chart shows the total number of submittals for each project, broken down by their criticality.

Hover over a month to see detailed statistics of Submittals on various priorities in each project
See Zoom and Filtering Options to focus on particular data on the chart.

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.

Note: You can add custom filtering options only from the donut/pie charts and the tables in the dashboard.

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.

Filter by Time Range

Click the 'Time Range' filter
Select the range type from the drop-down menu and choose the desired time range

You can also set a custom time range with a specific date and time

Click the'Apply' button to set the filter for the selected time range

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 the '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

Zoom and Filtering Options

Zoom option:

This function is applicable to all bar charts to get a precise view of a particular area.

Use the sliders at the bottom or sides to zoom the chart to a required timeline

Click , drag, and select an area to zoom in to view data on that particular area
Click to reset the zoom

Filtering options:

Filtering options are available for both pie charts and bar charts.

Click on the legends at the top of the particular chart to hide/show those categories in the chart. This filter option is applied only to that particular chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories