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Procore (en-GB)

Search for and Filter Items in the Cost Catalog

Objective

To search for and filter items in the Cost Catalog tool in Procore Estimating.

Background

The Cost Catalog tool in Procore Estimating is where all material information and values, ranging from individual parts to assembled items, are stored. Procore offers search functionality and filters to help you find the materials that you need to reference.  

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions to the Company level Cost Catalog tool.

Steps

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
    Note: The catalog automatically loads with 'All' selected under 'Smart Groups'. You can also click 'Most Recently Used' if you want to see the last 10 items that you used. 

To Search for Items

  1. Click the Search bar.
    Note: The Search bar cannot be used from the 'Most Recently Used' view. 

    esticom-search-bar-material-catalog.png
     
  2. Enter a search term.
    Results are automatically displayed.

To Filter Items

  1. Use the left side panel to click on a group or catalog to filter by:
    • Smart Groups:
      esticom-smart-group-filters.png
      • All: Click to show all items in the Cost Catalog.
      • Most Recently Used: Click to view the last 10 items that you used from the Cost Catalog.
    • Cost Catalogs
      • Click the name of a Cost Catalog to view items from that particular catalog.
        esticom-material-catalog-name.png
      • Click the arrow icon next to a catalog to show or hide sub-categories within the selected catalog.
      • Click the name of a sub-category to view items within the selected category.
        esticom-sub-catalog-name-filter.png