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Procore

Search for and Filter the Daily Log

Objective

To use the search and filter features to locate an item in the Daily Log tool.

Things to Consider

  • Required User Permission:
    • 'Read-only' and above on the project's Daily Log tool. 

Steps

  1. Navigate to the project's Daily Log tool.

Search the Daily Log

  1. Enter a word or phrase in the Search bar.
    The following fields are searched for the specified keyword terms:
    • title
    • ​number
    • description
    • status
    • inclusions
    • exclusions
    • bill to address
    • ship to address 
    • ship via
    • associated vendor's name
  2. Click the Search icon or hit ENTER on your keyboard.

Filter the Daily Log

  1. Click the Add Filter menu.
  2. You can filter by the following option:
    • Created By
      Note: Your filtered results will also be applied if you filter by one or multiple creators and then export or copy a daily log (e.g. If you filter by one person and then click Copy Daily Log, only that person's logs will be copied to the date specified.)
  3. Mark the checkbox(es) next to a user's name to display only entries created by the selected user(s).
  4. To reset the applied filter, click Clear All.

 

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