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Search for and Apply Filters to the Funding Tool

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 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To use the search feature and apply filters to locate a funding. 

Background

The search feature helps you find a funding that contains information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Funding tool. 

Steps

Search for Fundings

  1. Navigate to the project's Fundings tool. 
  2. Click the icon-search.png magnifying glass to expand the Search field.  
  3. Enter keywords in the Search field. Procore searches for matches as you type.

    prime-contracts-search.png
 Notes
  • Procore searches the following fields for matches:
    • Number #
    • Owner/Client
    • Title
    • Contract Company
    • Architect/Engineer
    • Description
    • Inclusions
    • Exclusions
  • If matches are found, Procore displays the matching items. 
  • If no matches are found, Procore displays  'No Items Match Your Search' message. 

Apply Filters to the Funding List 

  1. Navigate to the project's Funding tool. 
  2. Click Filters to open a pane on the right side of the page.
    prime-apply-filters.png
  3. Choose one or multiple filters:
    • Owner/Clients. Select the owner/client company from the drop-down list. To appear as a selection in this list, the company name must be designated as an 'Owner/Client' in a funding. 
    • Status. Select the desired status from the Contracts list. You can choose from: Draft, Out for Bid, Out for Signature, Approved, Complete, or Terminated. 
    • Executed. Choose Yes or No from the drop-down list. 
 Tip

Need to clear a filter?

  • To clear the table of all filters, click Clear All Filters in the right pane.
  • To remove a single filter, click the close (x) icon in the BLUE filter bubble. 
  • To remove all of the filter selections, click the close (x) icon in the drop-down list.