Project Index

When logged into Submittal Exchange, the Project Index is located at the top of your page. The Project Index shows a list of the Submittal Exchange projects to which you are assigned. These projects are organized by project number and project name. Other fields include:

Subscription ID-The subscription ID for this project.
Contractual End Date-The project end date. The date is displayed in red for projects that have expired.
Pending GC/CM-The number of items pending General Contractor or Construction Manager review
Pending Design Team-The number of items pending Design Team review
Updated (7 days)-The number of items approved in the last 7 days
Total Items-The total number of items in the project.

The Project Index is the page that appears first when you log into Submittal Exchange. A Notice of Expiration/Upcoming Renewal is displayed on the banner for Project Leaders.

Working with the Project Index Page

You can associate a color for each project on the Project Index page to easily identify and categorize projects. In addition, you can sort projects, and change the order of projects displayed.

To sort columns, click on a column header.
To change the order, select and hold the reorder icon and move the entire row to a new location in the table.
To associate a color, select the paint brush icon and select a color from the Mark with color dialog box. To remove the color highlighting, select the No Fill option from the Mark with color dialog box.
Use the Search box at the top of the page to search by project name or project number.
Selecting the number under the pending GC/CM or Design Team column opens the Open Items tab.
Project expiry notification (Displayed for Project Leaders Only): The project index page and all the log pages display the project expiry date on the banner. The projects are displayed in a different color to highlight how close a project is to expiring:
- Green: From 120 to 61 days before project expiry.
- Orange: From 60 to 31 days before project expiry.
- Violet red: From 30 to 8 days before project expiry.
- Red: From 7 days before to 4 days after project expiry.

The same colors are used in the tooltip to highlight the project expiry date.

Select the Export Log link to export the Project Index page to Excel.

Working with Open Items Tab

To view open items in your project, select the Open Items tab from the Project Index page. The left pane displays all the projects you have access to and the right pane displays the open items within the project.

Select the Show Open Items Count button to view a count of all open items for the logged in user. Project specific count is displayed in each project row.

Use the Filter box to search for a specific project.
Use filters to select if you want to view your open items or view items that are pending GC/CM or design reviews.
Use the My Open Items filter and take action directly from the Open Items tab.

Last Published Thursday, May 29, 2025