Search for and Filter Schedule Tasks
Objective
To search and filter for scheduled tasks.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher permissions on the project's Schedules tool.
- Additional Information:
- The Search bar is not available when viewing the schedule in the Gantt view.
- Schedule tasks are defined in an integrated project scheduled (e.g. MS Project, Primavera P6, etc.).
- Calendar Items are single events that are added to the schedule using Procore (e.g. scheduled deliveries, utility shutdowns, etc.).
Steps
Search for Scheduled Tasks
- Navigate to the project's Schedule tool.
- Click the List or Calendar view.
Note: Search is not available in the Gantt or Lookahead view. - Type a keyword or phrase in the Search bar.
The following fields are searched for the specified keyword terms:- Task name
- Resource name
- Click Search.
Note: You will see a list of any scheduled tasks that meet your search requirements. - To clear your search, click the X in the search bar.
Filter Scheduled Tasks
- Navigate to the project's Schedule tool.
- Click the All, Day, Week, or Month view.
- Click the Filter icon:
- Resource: If you had set resources for tasks, you can select a resource to filter by.
- Person: Select a person to filter by tasks they are listed on.
- Is Milestone: Mark this checkbox if you would only like to view project milestones.
- Summary Task: Select summary tasks to filter events by.
- Display Summary Tasks: Mark this checkbox if you would like the filter results to display summary tasks.
- Date: Select a date to see tasks that happened on that date.
- Click Filter.
- To clear your filters, click the X in the filtered field or click 'Clear all filters'.
Filter the Gantt View
- Navigate to the project's Schedule tool.
- Click Gantt to open the Gantt chart view.
- Click Add Filter.
- Choose from the following options:
- Date Range: Select a date range to see tasks that happened during that time period.
- Resource: If you had set resources for tasks, you can select a resource to filter by.
- Critical Tasks: Displays tasks that have been set as "Critical Path" in the native schedule file.
- Summary Tasks: Select Summary Tasks to filter by events.
- Completed Tasks: Displays completed schedule tasks.
- Incomplete Tasks: Displays incomplete schedule tasks.