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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 commitment.

Background

The search feature helps you find commitments that contain information matching your keyword search. You can also apply filters to narrow the commitments in view. 

Things to Consider

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

Steps

Search Commitments

  1. Navigate to the project's Commitments tool.
  2. Enter your keywords in the Search Commitments field. The search process is performed on data entered in the following fields:  
    Note: An asteris (*) below indicates that the field is only available in a purchase order. 
    • Title
    • Number
    • Bill To
    • Ship To
    • Contract Company
    • Description
    • Status
    • Inclusions
    • Exclusions
    • Ship Via*
  3. Click Search.
  4. (Optional). If you want to filter your search results further,  continue with the next step. 

Filter Commitments

  1. Navigate to the project's Commitments tool. 
  2. 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. To narrow the results by commitment status, choose the status from the drop-down list. The default setting is to show All
    • 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