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View and Apply Filters to Your Open Items in MyProcore

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To view your list of Open Items and apply filters in MyProcore.

Background

The Open Items list in MyProcore consolidates all of your open items across all of the Procore company accounts and projects to which you have been granted access permission. The filters that you apply to your Open Items table are persistent, so they remain active between MyProcore sessions until you clear them.

Things to Consider

  • Additional Information:
    • The filters that you apply to your Open Items table are persistent, so they remain active between MyProcore sessions until you clear them. 

Demo

view-open-items.gif

Steps

  1. Sign in to the MyProcore dashboard. See Sign In to MyProcore.
  2. Under Open Items, click Add Filter. Then choose one of these options:
    • Company. Select this option and then place a checkmark next to the desired companies in the drop-down list. 
    • Product. Select this option and then place a checkmark next to the desired projects in the drop-down list. 
    • Tool. Select this option and then place a checkmark next to the desired tools in the drop-down list.
  3. (Optional) Repeat these steps in the secondary and tertiary Add Filter menus. 
    Note: When you select options for a filter, the total number of options selected appear in parentheses (e.g., (1), (2), and so on). 
    This narrows the Open Items list to list only matches to your specified filter criteria. 
  4. Choose from these options in the Open Items list:
    • To open a specific item, click the View button to the left of the item. 
    • To open a company's Portfolio page, click the desired company name link. See Portfolio.
    • To open a project's Home page, click the desired project name link. See About the Project Home Page.
  5. Click Clear All to remove your filter settings. 
    Note: The filters that you apply to your Open Items list are persistent, so they remain active between MyProcore sessions until you clear them.
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