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(BETA) Search the Project Directory

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

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 (Admins only), and distribution group (Distribution Groups View only).
    • 'Admin' level permission on the project's Directory tool will see "Permission Template (Assigned)", Inactive Users View, and Inactive Companies View. 
    • This tutorial describes how to search when using the Beta View of the Project Directory. For instructions about searching the Default View, see Search and Filter the Project Directory.

Steps

  1. Navigate to the project's Directory tool. 
    The Project Directory appears. 
  2. Click the Beta View link.
    This toggles the page to the Beta View of the Project Directory. For instructions about searching the Default View, see Search and Filter the Project Directory.

    beta-view.png
     
  3. In the Search box, enter the keyword or phrase. For each view, the scope of the search includes the following fields:
    • Users. First Name, Last Name, Address, City, State, Email, and Notes (Note: If you want to group your results by Company Name, select Company from the drop-down list). 
    • Companies. Name, Address, City, State, and Email (Note: If you want to filter your results, select Cost Code or Trade from the Add Filter drop-down list. Then place a mark in one or more checkbox(es) to filter by selected items). 
    • Distribution Groups. Name
    • Inactive Users. First Name, Last Name, Address, City, State, Email, and Notes. 
    • Inactive Companies. Name and Email. 
  4. Press ENTER or click the Search icon.
    The system displays any results that match your search criteria. 
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