Rename a Submittal List View

You can rename a submittal list view to change how the view is identified by going to Projects > Submittals > Grid Settings > Rename View.

You can only rename a view you have created.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals tab.
  3. Click the Grid Settings button and select Rename View.
    The Rename View window appears.
  4. In the Name field, enter a name to identify the view.
  5. Click Save.
The view is saved with the new name.