Search and Filter the Project Directory
Objective
To search the Project Directory for matching data.
Background
You can conduct a search for matching users, companies, distributions groups with the Project Directory's search function.
Things to Consider
- Required User Permission:
- 'Read-only' level permission or higher on the project's Directory tool.
- Additional Information:
- You can also sort by company name, last name, permission template (for users with 'Admin' level permission only) and distribution group (on the Distribution Groups tab only).
- 'Admin' level permission on the project's Directory tool will see "Permission Template (Assigned)", Inactive Users View, and Inactive Companies View.
- 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
- Switch Between Views in the Project Directory
- Search the Project Directory
- Add Filters to the Project Directory
- Group People by Company in the Project Directory
Switch Between Views in the Project Directory
- Navigate to the project's Directory tool.
This reveals the Directory page. - Click the appropriate tab to sort the data in the order defined by the available views:
- Users
Click Users to sort the Project Directory by the user's name. See Add a Person to the Project Directory and Bulk Add People and Companies to a Project from the Company Directory.
Notes:- To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- To group the results in the table, select Company from the Group By drop-down list. This is the default setting for the Directory tool.
- To view more information about a user, move the scroll bar left and right.
- To manage the columns in the view, click the hamburger (≡) button.
- Companies
Click Companies to reveal a list of the company/vendors in the Project Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. See Add a Company to the Project Directory and Bulk Add People and Companies to a Project from the Company Directory. - Distribution Groups
Click Distribution Groups to reveal a list of the distribution groups associated with your company account. See Add a Distribution Group to the Project Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. - Inactive Users
Click Inactive Users to reveal any users whose profiles have are no longer active on your project because their user profile has been marked inactive at the Company level. See Deactivate a User in the Company Directory. - Inactive Companies
Click Inactive Companies to reveal any companies who are no longer active on the project. See Deactivate a Company in the Project Directory.
- Users
Search the Project Directory
- Navigate to the Project level Directory tool.
This reveals the Project Directory. - Click the desired tab. You have these choices: Users, Companies, Distribution Groups, Inactive Users, Inactive Companies.
- In the Search field, type your desired criteria.
- Press ENTER or click the magnifying glass in the Search field.
Notes:- The system lists up to 50 records matching your search criteria in the results.
- First name (only on Users tab)
- Last name (only on Users tab)
- Job title (only on Users tab)
- Email address (only on Users tab)
- Mobile phone number (only on Users tab)
- Company Name
- City
- Zip code
- Business phone number
- EIN number / ABN number
- Origin code
- ERP number
- Tags / Keywords
The system reveals any items matching your entered criteria.
Add Filters to the Project Directory
- Navigate to the Project level Directory tool.
This reveals the Project Directory. - Click a supported tab. You have these choices: Users or Companies.
Note: Adding filters is NOT supported on the Distribution Groups, Inactive Users, or Inactive Companies tabs. - 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 Permission Templates.
- Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
- Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:
- {Project} Cost Codes. This filters results by your project's cost code list, choose. See Add and Edit Project Cost Codes.
- 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 People by Company in the Project Directory
- Navigate to the Project level Directory tool.
This reveals the Project Directory. - 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 people in the list by the company they are associated with.
