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Procore

Search and Filter Project Programmes at the Company Level

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Objective

To search and filter for tasks in a project programme.

Things to Consider

  • Required Permissions
    • 'Read-only' and above on the company's Programme tool.
  • Additional Information
    • The Search bar is hidden when viewing the programme using the Gantt Chart view.

Steps

Search for Tasks

  1. Navigate to the company's Programme tool.
  2. Click the Calendar tab.
  3. Enter a word or phrase in the Search bar. The following fields are searched: 
    • Project name
    • Project number
    • Address
    • City
    • Full state name
    • postcode
    • Phone number

Filter Tasks

  1. Navigate to the company's Programme tool.
  2. Click the Calendar tab.
  3. Click the Filter icon-filter2.png icon.
  4. From the relevant drop down menu, select the option for the project attribute you want to filter by.
  5. To clear your filters, click Clear All Filters.