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
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.
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
- 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.
