Sandspit

Core Features

Submittals & RFIs

Sandspit provides a comprehensive view of all your construction Submittals and RFIs in a powerful, spreadsheet-style interface. This guide covers everything you need to know about managing both item types.


The Grid View

The grid view is the heart of Sandspit. It displays all your Submittals and RFIs from imported projects in a single, sortable, filterable view. You can switch between Submittals and RFIs using the view selector in the toolbar.

Default Columns

By default, the grid shows these columns:

Column Description
Number The submittal number (e.g., 001, 002.01)
Name The submittal title
Spec Section The specification section (e.g., 03 30 00 - Cast-in-Place Concrete)
Type Submittal type (Shop Drawing, Product Data, Sample, etc.)
Ball in Court Who needs to take the next action
Status Current workflow status

Customizing Columns

You can add or remove columns using the column selector in the toolbar. Available additional columns include:

  • Project name
  • Responsible contractor
  • Due date / Required on-site date
  • Issue date / Submit by date
  • Location
  • Revision number
  • Private/Public status
  • Custom fields
  • All workflow approvers

Column Preferences

Your column preferences are saved automatically and will persist across sessions.


Viewing Details

Click any Submittal or RFI row to open the detail panel. The detail view shows:

  • General Information — Title, description, spec section, type
  • Workflow Timeline — Visual representation of approval steps
  • Attachments — All associated files and markups
  • History — Complete revision and update history
  • Custom Fields — All custom field values

From the detail view, you can respond to workflows, view attachments, and see the complete history of the item.


Tracking Status

Understanding status is key to managing your workflow effectively. Both Submittals and RFIs use similar status workflows.

Status Types

Status Meaning
Draft Submittal is being prepared but hasn't been submitted
Open Submittal is in the approval workflow
Pending Awaiting response from one or more approvers
Approved Submittal has been fully approved
Approved as Noted Approved with comments or markups
Rejected Submittal was rejected and requires revision
Closed Submittal workflow is complete

Ball-in-Court

The "Ball in Court" column shows who needs to take the next action on a Submittal or RFI. This is crucial for tracking workflow progress:

  • Company name — The responsible party for the next step
  • Multiple approvers — Shows all parties who need to respond
  • Your items — Filter to see items where you're the ball-in-court

Filtering by Ball-in-Court

Use the quick filter to show only items where your company is the ball-in-court. This is a great way to focus on items that need your attention.


Due Dates

Sandspit tracks several important dates for each Submittal and RFI:

  • Due Date — When the response is due
  • Required on Site — When materials are needed at the job site (Submittals)
  • Submit By — Deadline for initial submission
  • Issue Date — When the item was issued

Items approaching their due date are highlighted in the grid. Overdue items show a visual indicator to help you prioritize.


Attachments

Submittals and RFIs often include various attachments:

  • Primary attachments — Original submission files
  • Workflow attachments — Files added by approvers (markups, revisions)
  • General attachments — Supporting documentation

Click any attachment to view or download it. Files are served directly from Procore, ensuring you always have the latest version.

Opening in Procore

Every Submittal and RFI has a "View in Procore" link that takes you directly to the item in Procore's interface.

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