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Procore

Search for and Apply Filters to the Funding Tool

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 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To use the search feature and apply filters to locate a funding. 

Background

The search feature helps you find a funding that contains information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Funding tool. 

Steps

Search for Fundings

  1. Navigate to the project's Fundings tool. 
  2. Click the icon-search.png magnifying glass to expand the Search field.  
  3. Enter keywords in the Search field. Procore searches for matches as you type.

    prime-contracts-search.png
 Notes
  • Procore searches the following fields for matches:
    • Number #
    • Owner/Client
    • Title
    • Contract Company
    • Architect/Engineer
    • Description
    • Inclusions
    • Exclusions
  • If matches are found, Procore displays the matching items. 
  • If no matches are found, Procore displays  'No Items Match Your Search' message. 

Apply Filters to the Funding List 

  1. Navigate to the project's Funding tool. 
  2. Click Filters to open a pane on the right side of the page.
    prime-apply-filters.png
  3. Choose one or multiple filters:
    • Owner/Clients. Select the owner/client company from the drop-down list. To appear as a selection in this list, the company name must be designated as an 'Owner/Client' in a funding. 
    • Status. Select the desired status from the Contracts list. You can choose from: Draft, Out for Tender, Out for Signature, Approved, Complete or Terminated. 
    • Executed. Choose Yes or No from the drop-down list. 
 Tip

Need to clear a filter?

  • To clear the table of all filters, click Clear All Filters in the right pane.
  • To remove a single filter, click the close (x) icon in the BLUE filter bubble. 
  • To remove all of the filter selections, click the close (x) icon in the drop-down list.