Skip to main content
Procore

Search for and Filter Schedule Tasks

Also available on    

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

  1. Navigate to the project's Schedule tool.
  2. Click the List or Calendar view.  
    Note: Search is not available in the Gantt or Lookahead view. 
  3. Type a keyword or phrase in the Search bar.
    The following fields are searched for the specified keyword terms:
    • Task name
    • Resource name
  4. Click Search.
    Note: You will see a list of any scheduled tasks that meet your search requirements.

Filter Scheduled Tasks

  1. Navigate to the project's Schedule tool.
  2. Click the All, Day, Week, or Month view. 
  3. In the Add Filters menu, you have these filter options:
    • 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.
  4. Click Filter.
    Note: To navigate out of the filtered calendar view, click Reset.

Filter the Gantt View

  1. Navigate to the project's Schedule tool.
  2. Click Gantt to open the Gantt chart view. 
  3. Click Add Filter
  4. 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.

See Also