Search, Filter and Group Payment Applications
Objective
To use the search feature, apply filters and add groups to the project's Payment Applications tool.
Background
The Payment Applications tool organises your project's payment applications on two tabs:
- The Owner tab lists all of your project's main contract payment applications.
- The Subcontractor tab lists all of your project's subcontractor payment applications.
Both tabs allow you use to the search feature to locate specific payment applications. You can also group your data and add filters to your results to narrow the number of items displayed on each tab.
Things to Consider
Steps
Search for Payment Applications
- Navigate to the project's Invoicing tool.
- Click the Owner or Subcontractor tab.
Note: The search function is not available on the Billing Periods tab. - Enter your search terms in the Search box.
Note
Procore searches the following fields for matches:
- For main contract payment application: Payment Application #, Contract #, Contractor and the Architect/Engineer.
- For subcontractor payment application: Payment Application #, Commitment #, Comment, and Contract Company.
- Click the magnifying glass or press ENTER to search through all of the line items on the selected tab.
Add Groups and Filters to Payment Applications
- Navigate to the project's Invoicing tool.
- Click the Owner or Subcontractor tab.
- Click the Add Group drop-down list. Then select one of these options:
- On the Owner tab: Main Contract, Payment application Status or Payment Status.
- On the Subcontractor tab: Contract Company, Payment application Status, Payment Status or Billing Period.
- Click the Add Filters drop-down list. Select one or more filters to apply:
- Contract Company
- Billing Period
- Payment Application Status
- Payment Status
- Contract Type