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Procore

Search, Filter, and Group the Billings Page

Objective

To search, filter, and group the Billings page on the Commitments tool. 

Things to Consider

  • Required User Permissions: 'Admin' level on the project's Commitments tool.

Steps

Search the Billings Table
  1. Navigate to the project's Commitments tool. 
  2. Click the Billings tab.
  3. In the Search bar, enter text into the field. This will search all the fields of the commitment line items. 
Group the Billings Table
  1. Navigate to the project's Commitments tool. 
  2. Click the Billings tab. 
  3. Click the Add Group drop-down and select one of the following:
    •  Contract Company
    • Requisition Status
    • Payment Status
    • Billing Period
Filter the Billings Table
  1. Navigate to the project's Commitments tool.
  2. Click the Billings tab. 
  3. Click the Add Filter drop-down and select one of the following:
    • Billing Period
    • Contract Company
    • Payment Status
    • Requisition Status
    • Contract Type

 

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