Core Workflows

Multi-Project Grid

One of Sandspit's most useful workflows is the ability to review project records from multiple Procore projects in a single grid. No more switching between project tabs just to understand what needs attention.

Overview

The multi-project grid consolidates supported project records from all your imported projects into one unified view. This enables you to:

See your complete workload across all projects
Identify items requiring attention regardless of project
Compare review progress between projects
Take bulk actions across multiple projects

For multi-project teams

This is especially useful for PMs, PEs, and project teams responsible for several active Procore projects.

Adding Projects

To add more projects to your multi-project view:

Go to Settings → Projects
Browse your available Procore projects
Click Import on the projects you want to add
Wait for the initial sync to complete

Once imported, supported records from the new project will automatically appear in your grid alongside existing data.

Project Limits

The number of projects you can import depends on your subscription plan. Check your plan details for limits.

Project Columns

When viewing multiple projects, you'll want to see which project each record belongs to. Add the Project column to your view:

Click the Columns button in the toolbar
Check Project in the column list
Drag the column to your preferred position

The project column shows the project name and can be used for sorting and grouping.

Cross-Project Filtering

Filters work across all projects in your grid. This means you can save recurring views like:

All my action items — Ball-in-court items across all projects
All overdue review items — Everything past due, regardless of project
Specific spec sections — Matching submittals or RFIs across active jobs

You can also filter to specific projects when you need to focus:

Open the Project filter
Select one or more projects
Only records from selected projects will appear

Project-Specific Views

Need to focus on just one project? You have two options:

Use the Project Filter

Select a single project in the project filter to temporarily focus your view.

Save a Project Filter Set

Create a saved filter set for each project you frequently focus on:

Filter to the single project
Add any other filters you commonly use
Save as a filter set named for the project

This gives you one-click access to switch between project-specific views while maintaining the ability to see everything together.