Search and Filter the Project Directory
Objective
To search the Project Directory for matching data.
Things to Consider
- Required User Permissions
- The search function respects any selected filter parameters and only searches for items within the filtered results.
- Adding filters is NOT supported on the Contacts, Distribution Groups, Inactive Users, Inactive Contacts, or Inactive Companies tabs.
- The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects on supported tools. See What is a 'contact' in Procore and which project tools support the concept? If your company hasn't created any contacts, the 'Contacts' and 'Inactive Contacts' tabs will be empty.
- If your company has enabled the ERP Integrations tool:
- You will have the added ability to filter the Companies view by the cost codes for your integrated ERP system.
Steps
- Search the Project Directory
- Add Filters to the Project Directory
- Group Users by Company in the Project Directory
Search the Project Directory
- Navigate to the Project level Directory tool.
- Click the desired tab.
- Enter a keyword into the search box, then press ENTER.
Add Filters to the Project Directory
- Navigate to the Project level Directory tool.
- Click the Users or Companies tab.
- Choose from these options in the Users tab. Then, select one of these options from the Add Filter drop-down list:
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Project Permissions Templates.
Note: Only users with 'Admin' level permissions on the Project level Directory can apply this filter. - Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Project Permissions Templates.
- Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:
- [Project Name] Cost Codes. This filters results by the cost codes in the 'Cost Code' segment of Procore's Work Breakdown Structure.
- If your Procore Administrator has enabled a Procore + ERP Integration, choose [ERP Integration Name] Cost Code. This filters the list by the cost codes that have been configured for your specific integrated ERP system. See Configure Cost Code Preferences for ERP Integrations.
- If your Procore Administrator has set up trades for use with your company's Procore account, choose Trades. See Add a Custom Trade.
Group Users by Company in the Project Directory
- Navigate to the Project level Directory tool.
- Click the Users tab.
- From the Group By list, choose Company.
Note: The Group By list is only available on the Users tab.
This sorts the users in the list by the company they are associated with.
