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Change the Ball in Court on a Submittal (Legacy View)


To reassign the Ball In Court (BIC) person for a submittal using the Project level Submittals tool.


As a project manager, you might occasionally have a need to move the system's 'Ball In Court' designation to a different approver or submitter in the submittal workflow sequence. For example, earlier in the week, you received verbal approval about a submittal from your project's architect. On the day you received approval, you input a response for the architect on his behalf (see Edit a Submittal Response). However, today, the architect notified you that instead of 'Approved' response, he would like to enter an 'Approved As Noted' response. To do that, you can change the system's Ball In Court designation for the architect. 

Things to Consider


  1. Navigate to the project's Submittals tool.
    The Items view in the Submittals page appears. 
  2. Locate the desired submittal in the Items list. 
  3. Click View
    This opens the submittal in view mode.
  4. Scroll down to the Submittal Workflow area.
    This shows all the people on the workflow.
    • Names in GREY text have already submitted a response to the submittal.
    • Names highlighted in GREEN indicate that the person (or the members of the workflow group) currently have Ball In Court (BIC) responsibility for responding to the submittal.
    • Names in BLACK text correspond to the people (or members of the workflow group) who are next in line for BIC responsibility. 

  5. If you want to change the system's current BIC assignment to a different person named on the workflow:
    • Locate the desired submitter or approver in the list.
      Note: In this example, we will move the BIC designation backwards to Andy Architect, so he can change his response from 'Approved' to 'Approved as Noted' later. 
    • Click Set as Ball In Court.
      This moves the BIC assignment to the selected person and the system highlights that person's name in GREEN. That person can now proceed with their desired task. 


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