Core Workflows

Advanced Filtering

Sandspit's filters help PMs and PEs narrow project records by project, status, ball-in-court, due date, spec section, company, and saved views. Combine multiple filters and save recurring views for later.

Filter Bar

The filter bar sits above the grid and provides quick access to all filtering options. Click any filter dropdown to select values.

Key features of the filter bar:

Multi-select — Select multiple values for any filter
Active filter badges — See all active filters at a glance
Clear all — Reset all filters with one click
Filter count — See how many items match your filters

Available Filters

Filter your project data by any of these criteria:

Filter	Description	Options
Project	Filter by project	All imported projects
Status	Workflow status	Draft, Open, Pending, Approved, Rejected, Closed
Type	Submittal type	Shop Drawing, Product Data, Sample, etc.
Ball in Court	Responsible party	Company names, "My Company"
Spec Section	Specification section	All spec sections in your projects
Company	Responsible contractor	All companies in your projects
Due Date	Response due date	Date range, Overdue, Due Soon
Private	Visibility status	Yes, No
Current Revision	Revision flag	Yes, No

Combining Filters

Filters work together using AND logic. When you apply multiple filters, only records matching ALL criteria are shown.

Example: If you select:

Status: Open
Ball in Court: Your Company
Due Date: Overdue

You'll see only records that are Open AND where your company is the ball-in-court AND are overdue.

OR Logic Within Filters

Within a single filter, multiple selections use OR logic. Selecting both "Open" and "Pending" status will show submittals with either status.

Text Search

Use the search box to find records by text. Search looks across:

Submittal number
Title/name
Spec section
Description

Search works in combination with filters. Set your filters first, then use search to narrow down further.

Saved Filter Sets

Save your frequently used filter combinations for quick access. Filter sets are saved to your account and available across devices.

Creating a Filter Set

Set up your desired filters
Click Save Filter Set in the toolbar
Give your filter set a descriptive name
Click Save

Your filter set now appears in the filter set dropdown for quick access.

Managing Filter Sets

You can:

Apply — Select from the dropdown to apply instantly
Update — Modify filters and save over an existing set
Delete — Remove filter sets you no longer need
Rename — Change the name of a filter set

Default Filter Set

You can mark a filter set as default. This will be applied automatically when you open Sandspit.

Common Filter Patterns

Here are some useful filter combinations to get you started:

My Action Items

Ball in Court: Your Company
Status: Open, Pending

Shows records where your team needs to take action.

Overdue Items

Due Date: Overdue
Status: Open, Pending

Shows items past their due date that aren't closed.

Recently Approved

Status: Approved, Approved as Noted

Shows recently approved records for distribution.

Pending Reviews

Ball in Court: Architect
Status: Open

Shows items waiting for architect review.

Critical Items Due Soon

Due Date: Next 7 Days
Status: Open, Pending

Shows items that need attention this week.