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Procore

Search for Items Within a Project Using Procore Search

Objective

To search for items within a project using Procore Search.

Background

Procore Search provides a single, consistent search experience across tools in a project. Instead of needing to search separately within each tool, you can search for items across an entire project to quickly locate the information you need. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project Home tool. 
      Note: You will only be able to see search results for items that you have permission to view. 
  • Additional Information:

Steps

  1. Navigate to the project that you want to search for items in. 
  2. Click the Search    icon in the Procore header.
    procore-search-bar-header.png
  3. Begin typing your search term in the search bar.
    Note: Relevant results will begin displaying in a list. If your search term appears to be a typo, search results will be shown with a replacement term. However, you can click the link next to 'Search instead for' to run the search with your original term. 
     Tip
    Typeahead searches (including partial searches) are supported for many tools. See What information is searchable using Procore Search? to view a list of the information you can search for.
  4. Click on a search result to be taken to the item in Procore.  
    OR
    Click View all results to switch to a full page of search results.
    The following actions are available in the full Search page:

View Search Results

Notes:

  • Search results are sorted by relevance. 
  • Each search result lists the tool, title of the item, and relevant information.
  1. If necessary, scroll through the list of results.
  2. If there are multiple pages of search results, use the Page drop-down menu or arrow icons to switch between pages.

    procore-search-page-menu-arrows.png

Filter Search Results by Tool

If your search matched results from multiple tools, you can use the Filters option to narrow down search results by one or more tools.

  1. On the results page, click Filters.
  2. Click the Tool drop-down menu.
    filter-tool-drop-down-menu.png
  3. Select each tool you want to add as a filter.
    Note: Only tools with matching results are available to select as filters. Results are automatically adjusted as you apply or remove filters.
    filtering.png
  4. Optional:
    • Click the small x icon next to a tool if you want to remove it as a filter.
    • Click Clear All if you want to remove all filters and show all results.
    • Click the large x icon to if you want to close the Filters panel.
      x-close-filter-panel.png
      Note: Closing the Filters panel does not remove applied filters.

Navigate to an Item from a Search Result

Each item in your search results has a blue hyperlink to the item in the project.

  • Click the title of an item to be redirected to it in the relevant Procore tool.

Start a New Search

  1. To clear your previous search, click the x in the search bar.
    remove-search.png
  2. Enter your new search term.

Search the Procore Support Center

If you have entered a search and no search results are found, you have the option to search the Procore Support Center for resources. 

  1. If you see a message that no results were found, click View Support Center Tab.
    Note: You can also click the Support Center tab at any time after a search. 
  2. Relevant results are shown in a list.
    support-center-results.png
    • Click an article title to open the relevant article in a new tab on support.procore.com.
      OR
    • Click View All Support Center Results to view all search results in a new tab on support.procore.com .

Exit out of Procore Search

  • To exit out of the Search window, click the x icon at the top right corner of the screen. 
     

See Also