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Procore

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

  1. Navigate to the project's Directory tool.
    This reveals the Directory page.
  2. Choose from these options:
    • Default View. Click this link to view Procore's default Directory experience. 
    • Legacy View. Click this link to view Procore's legacy experience. 
      The default view is Users.
  3. Click the appropriate tab to sort the data in the order defined by the available views:

Search the Project Directory

  1. Navigate to the Project level Directory tool.
    This reveals the Project Directory. 
  2. Click the desired tab. You have these choices: Users, Companies, Distribution Groups, Inactive Users, Inactive Companies
  3. In the Search field, type your desired criteria.
  4. Press ENTER or click the magnifying glass in the Search field.

    Note: The search feature supports the use of wildcard characters. To learn more about wildcard characters, see Which Procore tools support wildcard characters in search queries?

  • 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
  1. The system reveals any items matching your entered criteria. search-project-directory.gif

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

Add Filters to the Project Directory

  1. Navigate to the Project level Directory tool.
    This reveals the Project Directory. 
  2. 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. 
  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 Permission Templates.
    • Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
  4. Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:

Group People by Company in the Project Directory

  1. Navigate to the Project level Directory tool.
    This reveals the Project Directory. 
  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 people in the list by the company they are associated with.

    group-project-by-company.gif
     

    Image content may not accurately reflect the current state of the system, and/or it may be out of date.

See Also

 

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