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Search and Filter the Project Directory

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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.

  • The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?

  • 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

  1. Navigate to the Project level Directory tool.
  2. Click the desired tab. 
  3. Enter a keyword into the search box, then press ENTER.

Legacy Project Directory Experience

Add Filters to the Project Directory

  1. Navigate to the Project level Directory tool.
  2. Click the Users or Companies tab.
  3. 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.
      filter-directory-users.png
  4. Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:

Group Users by Company in the Project Directory

  1. Navigate to the Project level Directory tool.
  2. Click the Users tab.
  3. 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.
    group-directory.png

Beta Project Directory Experience

 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Search the Project Directory (Beta)

  1. Navigate to the Project level Directory tool.
  2. Click the desired tab. 
  3. Enter a keyword into the search box, then press ENTER.

Filter the Project Directory (Beta)

  1. Navigate to the project's Directory tool.
  2. Click the Users or Companies tab.
  3. Click the filters icon-filter2.png icon.
  4. Select to filter by the following fields:
    • Users
      • User Status
      • Permissions Template (Assigned)
      • Trade
    • Companies
      • Company Status
      • Cost Code
      • Trade
  5. To clear filters, click the 'x' on the individual filter or click Clear all Filters.

Sort the Project Directory (Beta) 

  1. Navigate to the project's Directory tool.
  2. Click the desired tab.
  3. Click the column header to sort by that column.
    • Click again to switch between ascending or descending order:
      • icon-ag-grid-sort-ascending.png Ascending
      • icon-ag-grid-sort-descending.png Descending
    • You can sort by the following columns:
      • Users
        • Name
        • Job Title
        • Company
        • Permissions Template
      • Companies and Distribution Groups
        • Name

See Also