Skip to main content
Procore

Search for and Add Filters to Prime Contracts

 In Beta - EARLY ACcESS DESIGN

This page contains content that is only available to participants' in the early access design release of the project's Prime Contracts tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

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

Background

The search feature helps you find a prime contract 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 Prime Contracts tool. 

Prerequisites

Steps

Search for Prime Contracts

  1. Navigate to the project's Prime Contracts tool.
  2. Enter your search terms in the Search box. 
     Note
    Procore searches the following fields for matches: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions
  3. Press ENTER or click the magnifying glass to search for matching items.
    If matches are found, Procore refreshes the page to show only items matching your search criteria. If not matches appear, a message appears to let you know there are no matching items. 
 In Beta - EARLY ACcESs dESIGN

Are you a participant in the early access design release of the project's Prime Contracts tool? If so, follow the steps below. To learn more about the early access design, see Project Financials: New Contracts List in Commitments & Prime Contracts.

  1. Navigate to the project's Prime Contracts tool. 
  2. Click the Search icon to expand the field.  
  3. Enter your search terms in the Search box. Procore searches the following fields for matches: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions.
  4. Press ENTER or click the magnifying glass to search for matching items.
    If matches are found, Procore refreshes the page to show only items matching your search criteria. If not matches appear, a message appears to let you know there are no matching items. 

Add Filters

  1. Navigate to the project's Prime Contracts tool. 
  2. Under Add Filter, choose from these options:
    • Owner/Client. To narrow the results by the owner/client name.
    • Status. You have these options:
      • To view all prime contracts in all statuses, mark the Select All checkbox. 
      • To view only approved prime contracts, mark the Approved checkbox.
    • Executed. To narrow the results to show only executed contracts, choose Yes. To show contracts not yet executed,  choose No. The default setting is to show All
  3. Click out of the Add Filter to apply the selected filters to the page.  
 In Beta - EARLY AccESS dESIGN

Are you a participant in the early access design release of the project's Prime Contracts tool? If so, follow the steps below. To learn more about the early access design, see Project Financials: New Contracts List in Commitments & Prime Contracts.

  1. Navigate to the project's Prime Contracts tool. 
  2. Click Filters
    This opens the Filters pane on the right side of the web page. 
  3. Under Filters, choose from these options:
    • Contract Company. To narrow the results to a specific company (or companies), choose one or more from the list. 
    • Status. You have these options:
      • To view all purchase orders and subcontracts in all statuses, mark the Select All checkbox. 
      • To select specific items to view, you have these options: 
        Note: You can select one or multiple checkboxes. 
        • Owner/Client. To view prime contracts from a specific owner/client mark the desired checkboxes.  
        • Status. To view only approved prime contracts, mark the Approved checkbox.
        • Executed. To narrow the results to show only executed contracts, choose Yes. To show contracts not yet executed,  choose No. The default setting is to show All
 Tip

Need to clear a filter?

  • If you want to clear all of your selected filters, click Clear All.
  • If you want to remove a single filter, click the gray 'x' next to the filter's name in that filter's drop-down list.