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(DEPRECATED) Filter the Projects List in the Portfolio Tool

Objective

To apply filters to the projects list in the company's Portfolio tool.

Background

You can use the steps below to apply a wide range of filters to narrow the scope of what is visible in the Projects list. 

Things to Consider

  • Required User Permission:
    • To filter the list active projects to which you have been granted access permission, 'Read Only' or 'Standard' level permission on the company's Portfolio tool.
    • To filter all of the projects in your company's Procore account, 'Admin' level permission on the company's Portfolio tool. 
  • Prerequisites:

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 
  2. In the Filter Projects By area in the right sidebar, apply any desired filters:
    Note: To enable these filters, see the Configure the 'Filter Projects By' Options.
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Last modified
14:04, 2 Aug 2017

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