Sandspit

Workflows

Ball-in-Court Tracking

Ball-in-court tracking shows you exactly who needs to take the next action on each submittal. It's essential for managing workflow progress.


What is Ball-in-Court?

"Ball-in-court" is a Procore concept that indicates which company is responsible for the next action on a submittal. It changes as the submittal moves through the approval workflow.

  • Subcontractor — Initial submission, revisions needed
  • General Contractor — Internal review before architect
  • Architect — Design review and approval
  • Engineer — Technical review when required

Viewing Ball-in-Court

The ball-in-court column in the grid shows the company name for each submittal. You can:

  • Sort by ball-in-court — Group items by responsible party
  • See at a glance — Quickly identify who's holding up progress
  • Track your items — Spot items waiting on your company

Multiple Approvers

When a workflow step has multiple parallel approvers, the ball-in-court shows all companies that need to respond.


Filtering by Ball-in-Court

Use the ball-in-court filter to focus on specific parties:

  1. Open the Ball in Court filter
  2. Select one or more companies
  3. The grid updates to show only matching items

This is powerful for:

  • Seeing everything waiting on the architect
  • Tracking items your company needs to complete
  • Following up with specific subcontractors

My Action Items

The quickest way to see what you need to work on:

  1. Filter ball-in-court to My Company
  2. Add a status filter for Open and Pending
  3. Save this as a filter set named "My Action Items"

Now you have a one-click view of everything waiting on you.

Default View

Consider setting your "My Action Items" filter as the default view to always start with what needs your attention.

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Submittal Replication

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