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Procore

Search and Filter Company Level Equipment Entries

 Note
flag-australia.png The Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand.

Objective

To use the search and filter options to locate equipment entries in the company's Equipment tool.

Things to Consider

  • Required User Permissions:
    • 'Read-only' level permissions or higher on the company's Equipment tool.

Steps

Search for Equipment Entries 

  1. Navigate to the company's Equipment tool.
  2. Type a keyword or phrase in the Search box.
    The search query's scope includes the following fields:
    • Display Name
    • ID #
      search-company-level-equipment-entries.png
  3. Click enter or the magnifying glass icon to initiate the search.

Filter Equipment Entries 

  1. Navigate to the company's Equipment tool.
  2. Click Add Filter.
    filter-company-level-equipment-entries.png
  3. Select one of the following from the drop-down menu:
    • Category
    • Make
    • Model
    • Project
    • Status
    • Type
    • Year
    • Next Service Date
    • Last Service Date
  4. Click the menu that appears to add additional constraints.
    Notes:
    • Users can apply more than one filter to further narrow the display results.
    • To clear a filter, click the X next to the filter.
    • To clear all filters, click Clear All.

 See Also