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Search for and Apply Filters to the Client Contracts Tool

 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?


To use the search feature and apply filters to locate a client contract. 


The search feature helps you find a client contract that contains information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Client Contracts tool. 


Search for Client Contracts

  1. Navigate to the project's Client Contracts tool. 
  2. Click the icon-search.png magnifying glass to expand the Search field.  
  3. Enter keywords in the Search field. Procore searches for matches as you type.
  • Procore searches the following client contract fields for matches:
    • Number #
    • GC/Client
    • Title
    • Contract Company
    • Architect/Engineer
    • Description
    • Inclusions
    • Exclusions
  • If matches are found, Procore displays the matching items. 
  • If no matches are found, Procore displays  'No Items Match Your Search' message. 

Apply Filters to the Client Contracts List 

  1. Navigate to the project's Client Contracts tool. 
  2. Click Filters to open a pane on the right side of the page.
  3. Choose one or multiple filters:
    • GC/Client. Select the GC/Client company from the drop-down list. To appear as a selection in this list, the company name must be designated as a 'GC/Client' in a client contract. 
    • Status. Select the desired status from the Contracts list. You can choose from: Draft, Out for Bid, Out for Signature, Approved, Complete, or Terminated. 
    • Executed. Choose Yes or No from the drop-down list. 

Need to clear a filter?

  • To clear the table of all filters, click Clear All Filters in the right pane.
  • To remove a single filter, click the close (x) icon in the BLUE filter bubble. 
  • To remove all of the filter selections, click the close (x) icon in the drop-down list.