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Procore

Search for and Apply Filters to Commitments

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Objective

To use the search feature and apply filters to locate a purchase order or subcontract. 

Background

The search feature helps you find purchase orders and subcontracts that contain information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permission:
    • 'Read Only' or above on the project's Commitments tool. 

Steps

Search for Purchase Orders & Subcontracts

  1. Navigate to the project's Commitments tool.
  2. Click one of these tabs:
    Note: The Search feature limits its scope to matches listed in each tab. For example,  if you click the Recycle Bin tab, the search only returns items that reside in the Recycle Bin.
    • Summary
    • Detailed
    • Recycle Bin
  3. Enter your search terms in the Search box. 
     Note

    The feature searches the following fields for data matching your search criteria:

    • For purchase orders: Number (#), Title, Bill To, Ship ToContract Company, Description, Payment Terms, and Ship Via.
    • For subcontracts: Number (#), Title, Contract Company, Description, Inclusions, and Exclusions​​​​​​​.
  4. Press ENTER or click the magnifying glass to search for matching items.
    If matches are found, Procore refreshes the page to show only items matching your search criteria. If not matches appear, a message appears to let you know there are no matching items. 

Apply Filters to Narrow the Items in View

  1. Navigate to the project's Commitments tool. 
  2. Click one of these tabs:
    • Summary
    • Detailed
    • Recycle Bin
  3. Under Filters, choose from these options:
    • Type. To narrow the results by commitment type, choose Purchase Orders or Subcontracts from the drop-down list. The default setting is to show All
    • Status. You have these options:
      • To view all purchase orders and subcontracts in all statuses, mark the Select All checkbox. 
      • To select specific items to view, you have these options: 
        Note: You can select one or multiple checkboxes. 
        • All Commitments. To view both purchase orders and subcontractors, mark the Draft or Approved checkbox. 
        • Purchase Orders. To view purchase orders, mark the Processing, Submitted, Partially Received, or Closed checkbox.
        • Subcontracts. To include subcontracts, mark the Out For Bid, Out For Signature, Complete, Terminated, or Void checkbox. 
    • Executed. To narrow the results to show only executed contracts, choose Yes. To show contracts not yet executed,  choose No. The default setting is to show All
  4. Click out of the Add Filter  to apply the selected filters to the page.  
 Tip

Need to clear a filter?

  • If you want to clear all of your selected filters, click Clear All.
  • If you want to remove a single filter, click the gray 'x' next to the filter's name in that filter's drop-down list.