下载未完成送审报告

目标

下载公司未完成送审报告。

背景

公司未完成送审报告是CSV的可下载文件，其中列出了公司所有 Procore 项目中处于"未完成"状态的所有送审材料。

需要考虑的事项

• 所需用户权限：
  • Company 360 报告工具的"只读"级别权限或更高级别权限。
• 其他信息：
  • 也可以创建包括来自送审工具数据的报告。请参阅创建公司单一工具报告或创建项目单一工具报告。

步骤

1. 导航到公司360 度报告工具。
2. 点击未完成送审报告。
   系统会下载一个 CSV 格式的文件，其中列出了公司所有项目中处于“未完成”状态的所有送审材料。该报告包括：

   • Project #. This is the number of the project assigned to it upon project creation.

   • Project Name. This is the name of the project.

   • Project Type. This is the project type. Note: Your Procore Administrator can customize these selections. See appears in the report. See Add Project Type to a Project. 

   • Spec Section. Denotes the corresponding section from the project's specifications book. See Where do the selections in the 'Specification Sections' drop-down list in the Submittals tool come from?

   • #. Shows the submittal number. 

   • Title. The descriptive name that best summarizes the information in the submittal. 

   • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Pay Request, Payroll, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, Specification, and Other. See Create Custom Submittal Types.

   • Revision. The current revision. 

   • Created Date. Indicates the date the submittal was created. 

   • Ball In Court. Shows the name of the person responsible for completing the next action. 

   • Response. The response(s) of the approver(s) on the submittal workflow. Typically, approvers are members of the design team and project who must review and then approve or reject the contents of the submittal. See What are the default submittal responses in Procore? and How do I customize submittal responses?

   • Due Date. The date on which response(s) to the submittal are due from the approvers designated on the submittal workflow. 

   • 状态。显示处于“未完成”状态的送审材料。

另请参阅

• 创建公司单一工具报告
• 创建项目单一工具报告