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Procore (en-CA)

What information is searchable using Procore Search?

Background

Procore Search provides a single, consistent search experience across tools in a project. Instead of needing to search separately within each tool, you can search for items across an entire project to quickly locate the information you need.

You can search for items across a project from any tool by clicking the Search  icon in the Procore header. 

Answer

The tables below outlines fields and information that is searchable when using Procore Search. This feature also supports typeahead searches. 

 Note
Typeahead is when search results are displayed as you type. For example, if Company Name is a supported typeahead search for the Directory tool, you can begin typing a company name and matching search results will begin populating.

Select a tool to view the information that is searchable:

Tendering

Searchable Fields Typeahead Match
  • Title of package
  • Number
  • Primary Tendering Contact
  • Project Description
  • Tendering Instructions
  • Tender Submission Confirmation Message
  • Title of package

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Change Events 

Searchable Fields Typeahead Match
  • Number
  • Title
  • Description
  • Number
  • Title

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Change Orders 

Searchable Fields Typeahead Match
  • Number
  • Title
  • Description
  • Number
  • Title

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Commitments

Commitments: Subcontracts

Searchable Fields/Information Typeahead Match
  • Number
  • Title
  • Contract Company
  • Description
  • Inclusions
  • Exclusions
  • Number
  • Title

Commitments: Purchase Orders

Searchable Fields Typeahead Match
  • Number
  • Title
  • Contract Company
  • Description
  • Bill To
  • Ship To
  • Ship Via
  • Payment Terms
  • Number
  • Title

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Coordination Issues

Searchable Fields Typeahead Match
  • Number
  • Title
  • Description
  • Number
  • Title

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Correspondence 

Searchable Fields Typeahead Match
  • Number Prefix
  • Subject

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Crews

Searchable Fields Typeahead Match
  • Crew Name
  • Crew Lead Name
  • Crew Member Names
  • Crew Name

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Daily Log

Daily Log: Manpower, Notes, Equipment, Visitors, Phone Calls, Productivity, Dumpster, Scheduled Work, Delays, Daily Construction Report

Searchable Fields Typeahead Match
  • No typeahead matches at this time. 

Daily Log: Inspections

Searchable Fields Typeahead Match
  • Inspection Type
  • Inspecting Entity
  • Inspector Name
  • Area
  • Comments
  • No typeahead matches at this time. 

Daily Log: Deliveries

Searchable Fields Typeahead Match
  • Delivery From
  • Tracking Number
  • Contents
  • Comments
  • No typeahead matches at this time. 

Daily Log: Safety Violations

Searchable Fields Typeahead Match
  • Subject
  • Safety Notice
  • Issued To
  • Comments
  • No typeahead matches at this time. 

Daily Log: Accidents

Searchable Fields Typeahead Match
  • Party Involved
  • Company Involved
  • Comments
  • No typeahead matches at this time. 

Daily Log Section: Quantities

Searchable Fields Typeahead Match
  • Units
  • Comments
  • No typeahead matches at this time. 

Daily Log: Waste

Searchable Fields Typeahead Match
  • Material
  • Method of Disposal
  • Disposal Location
  • Comments
  • No typeahead matches at this time. 

Daily Log: Plan Revisions

Searchable Fields Typeahead Match
  • Plan
  • Revision
  • Title
  • Category
  • Comments
  • No typeahead matches at this time. 

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Direct Costs

Searchable Fields/Information Typeahead Match
  • Vendor
  • Vendor

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Directory

Directory: Users

Searchable Fields Typeahead Match
  • Name
  • Title
  • Company Name
  • Job Title
  • Email
  • City
  • Postal Code
  • Business Phone
  • Mobile Phone
  • Company Origin Code
  • Trade Name
  • Business Register Identifier
  • Company Business Phone
  • Notes
  • First Name
  • Last Name

Directory: Companies

Searchable Fields Typeahead Match
  • Company Name
  • City
  • Postal Code
  • Province Code
  • Country Code
  • Email
  • Business Phone
  • Origin Code
  • Abbreviated Name
  • Business Register Identifier
  • Trade
  • Notes
  • Company Name

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Documents

Searchable Fields/Information Typeahead Match
  • Document Name

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Drawings

Searchable Fields/Information Typeahead Match
  • Drawing Title

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Emails

Searchable Fields/Information Typeahead Match
  • Subject
  • Emails (To, From, BCC)
  • Names (To, From, BCC)
  • Attachment file names
  • Response emails
  • Body of email
  • Body of responses
  • Subject

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Equipment

Searchable Fields Typeahead Match
  • Name
  • Serial Number
  • Identification Number
  • Managed Equipment Induction Number
  • Name

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Forms

Searchable Fields Typeahead Match
  • Name
  • Template
  • Description
  • Created By
  • Name

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Incidents

Searchable Fields Typeahead Match
  • Number
  • Title

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Inspections

Searchable Fields Typeahead Match
  • Number
  • Name

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Instructions

Searchable Fields Typeahead Match
  • Number
  • Title
  • Instruction From
  • Attention
  • Trade
  • Status
  • Description
  • Number
  • Title

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Invoicing

Searchable Fields Typeahead Match
  • Invoice #
  • Commitment number (Subcontractor Invoice)
  • Comment (Subcontractor Invoice)
  • Number
  • Contract Vendor Name
  • Contract Architect (Owner Invoice)
  • Invoice #

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Meetings

Searchable Fields Typeahead Match
  • Meeting Name
  • Location
  • Minutes
  • Overview
  • Conclusion
  • Topic
  • Title
  • Topic Description
  • Topic Status
  • Topic Minutes
  • Meeting Name

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Observations

Searchable Fields Typeahead Match
  • Number
  • Title

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Photos

Photos

Searchable Fields/Information Typeahead Match
  • Exposure Date

Photos: Albums

Searchable Fields Typeahead Match
  • Album Name
  • Album Name

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Prime Contracts

Searchable Fields/Information Typeahead Match
  • Contract #
  • Title
  • Owner/Client
  • Contractor
  • Architect/Engineer
  • Description
  • Inclusions
  • Exclusions
  • Contract #
  • Title

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Deficiency List

Searchable Fields/Information Typeahead Match
  • Title
  • Number

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Reports

Searchable Fields Typeahead Match
  • Report Name
  • Description
  • Report Name

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RFIs

Searchable Fields Typeahead Match
  • Number
  • Subject
  • Question
  • Answers
  • Number
  • Subject

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Schedule

Searchable Fields Typeahead Match

Uploaded Schedule:

  • Activity Name
  • Activity ID

Calendar Item (created in Procore):

  • Title
  • Description
  • Assign To

Uploaded Schedule:

  • Activity Name
     

Calendar Item (created in Procore):

  • Title

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Specifications

Searchable Fields Typeahead Match
  • Number
  • Title

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Submittals

Searchable Fields Typeahead Match
  • Number
  • Title

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Tasks

Searchable Fields Typeahead Match
  • Title
  • Number
  • Description
  • Assignee
  • Number
  • Title

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Timesheets

Searchable Fields Typeahead Match
  • Comments
 

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Transmittals

Searchable Fields Typeahead Match
  • Number
  • Subject
  • Notes
  • Number
  • Subject

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