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Search for and Apply Filters to Direct Costs

Objective

To search for matching results and apply filters to your project's direct costs

Background

The Direct Costs tool provides you with a variety of filter and search options that let you narrow the results displaying in the tool. The options that are available for use depend upon the tab that your select.

Things to Consider

  • Required User Permission:
    • 'Read-Only' or higher on the project's Direct Costs tool.
  • Additional Information:
    • The search function respects any filter parameters in place.
  • Limitations:
    • Only the "Invoice #" field is searchable on Direct Costs.

Steps

Filter Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Apply these filters as you want:
    Note: The available options in Filters depend upon which tab is active.
    • Click the Summary tab:

      filters-type-vendor.png

       
      • Type. Select the All, Invoice, Expense, or Payroll option. 
      • Vendor. Select a vendor from the list. 
    • Click the Summary by Cost Code tab:
      • Type. Select the All, Invoice, Expense, or Payroll option. 
      • Vendor. Select a vendor from the list. 
      • Type. Select a cost type from the list. 
      • Cost Code. Select a project cost code from the list. 

Filter Direct Costs by Date

  1. Navigate to the project's Direct Costs tool.
  2. Click the Summary or Summary by Cost Code tab. 
  3. Select a start and end date to define the date range using the From and To calendar controls. 

    filter-date-search.png
     
  4. Click Search.

Search Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Click the Summary or Summary by Cost Code tab. 
  3. Enter your search terms in the Search Direct Costs box. 
    Notes:
    • The search function respects any filter parameters in place.
    • Only the "Invoice #" field is searchable on Direct Costs.
  4. Click Search.

    search-direct-costs.png

See Also

If you would like to learn more about Procore’s cost management software and how it can help your business, please visit our construction cost management software product page here.

 

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