Search and Filter the Project Directory
Objective
To search the Project Directory for matching data.
Things to Consider
- Required User Permissions:
- To view and search for Users, Contacts, Companies and Distribution Groups, 'Read Only' level permission or higher on the Project level Directory tool.
- To view and search for Inactive Users, Inactive Contacts and Inactive Companies, 'Admin' level permissions on the Project level Directory tool.
- Additional Information:
- The search function respects any selected filter parameters and only searches for items within the filtered results.
- The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects on supported tools. See What is a 'contact' in Procore and which project tools support the concept? If your company hasn't created any contacts, the 'Contacts' and 'Inactive Contacts' tabs will be empty.
- If your company has enabled the ERP Integrations tool:
- You will have the added ability to filter the Companies view by the cost codes for your integrated ERP system.
Steps
- Switch Between Views in the Project Directory
- Search the Project Directory
- Add Filters to the Project Directory
- Group Users by Company in the Project Directory
Switch Between Views in the Project Directory
- Navigate to the Project level Directory tool.
- Click the appropriate tab to sort the data in the order defined by the available views:
- Users
Click Users to view the list of all active users in the Project level Directory. See Add a User Account to the Project Directory and Bulk Add Users and Companies to a Project Directory.
Notes:- To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- To group the results in the table, select Company from the Group By drop-down list. This is the default setting for the Directory tool.
- To view more information about a user, move the scroll bar left and right.
- To manage the columns in the view, click the more menu (≡).
- Contacts
Click Contacts to view the list of all active contacts in the Project level Directory. See What is a 'contact' in Procore and which project tools support the concept?
- Companies
Click Companies to view the list of all active companies in the Project level Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. See Add a Company to the Project Directory and Bulk Add Users and Companies to a Project Directory.
- Distribution Groups
Click Distribution Groups to reveal a list of the project's distribution groups. See Add a Distribution Group to the Project Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- Inactive Users
Click Inactive Users to view the list of users who are no longer active on the project. See Deactivate a User in the Company Directory.
- Inactive Contacts
Click Inactive Contacts to view the list of contacts who are no longer active on the project. See What is a 'contact' in Procore and which project tools support the concept? and Inactivate a Contact in the Company Directory.
- Inactive Companies
Click Inactive Companies to view the list of companies that are no longer active on the project. See Deactivate a Company in the Project Directory.
- Users
Search the Project Directory
- Navigate to the Project level Directory tool.
- Click the desired tab. You have these choices: Users, Contacts, Companies, Distribution Groups, Inactive Users, Inactive Contacts, and Inactive Companies.
- In the Search field, type your desired criteria.
- Press ENTER on your keyboard or click the magnifying glass in the Search field.
Notes:- To learn more about search, see What fields are searched in the Directory tool?
The system reveals any items matching your entered criteria.
Add Filters to the Project Directory
- Navigate to the Project level Directory tool.
- Click a supported tab. You have these choices: Users or Companies.
Note: Adding filters is NOT supported on the Contacts, Distribution Groups, Inactive Users, Inactive Contacts or Inactive Companies tabs. - Choose from these options in the Users tab. Then, select one of these options from the Add Filter drop-down list:
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Project Permissions Templates.
Note: Only users with 'Admin' level permissions on the Project level Directory can apply this filter. - Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Project Permissions Templates.
- Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:
- [Project Name] Cost Codes. This filters results by the cost codes in the 'Cost Code' segment of Procore's Work Breakdown Structure.
- If your Procore Administrator has enabled a Procore + ERP Integration, choose [ERP Integration Name] Cost Code. This filters the list by the cost codes that have been configured for your specific integrated ERP system. See Configure Cost Code Preferences for ERP Integrations.
- If your Procore Administrator has set up trades for use with your company's Procore account, choose Trades. See Add a Custom Trade.
Group Users by Company in the Project Directory
- Navigate to the Project level Directory tool.
- Click the Users tab.
- From the Group By list, choose Company.
Note: The Group By list is only available on the Users tab.
This sorts the users in the list by the company they are associated with.
