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Procore (en-GB)

Search and Filter T&M Tickets

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Objective

To search for and add filters to a project's Daywork Sheets.

Background

The Daywork Sheets tool provides users with a variety of options for filtering and searching for matching tickets.

Things to Consider

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

Prerequisites

Steps

  1. Navigate to the project's T&M Tickets tool.
  2. Enter a word or phrase in the search bar.
    From here, you can press Enter on your keyboard to search or proceed to the next steps to refine your search.
  3. Click Add Filter.
  4. From the drop-down menu, you can filter results by the following options:
    • Created on
    • Created by
    • Location
    • Ordered by
    • Status
    • Performed on
  5. Select an option from the menu that appears for the selected filter.
  6. Optional: Click the remove icon-delete-x2.png icon to remove the filter from your search.
  7. Optional: Click Clear All to clear all filters from your search.