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Procore (en-CA)

Search and Filter Company Level Equipment Entries

Objective

To use the search and filter options to locate equipment entries in the company's Equipment tool.

Things to Consider

  • Required User Permissions:
    • 'Read-only' level permissions or higher on the company's Equipment tool.

Steps

Search for Equipment Entries 

  1. Navigate to the company's Equipment tool.
  2. Type a keyword or phrase in the Search box.
    The search query's scope includes the following fields:
    • Display Name
    • ID #
      search-company-level-equipment-entries.png
  3. Click enter or the magnifying glass icon to initiate the search.

Filter Equipment Entries 

  1. Navigate to the company's Equipment tool.
  2. Click Add Filter.
    filter-company-level-equipment-entries.png
  3. Select one of the following from the drop-down menu:
    • Category
    • Make
    • Model
    • Project
    • Status
    • Type
    • Year
    • Next Service Date
    • Last Service Date
  4. Click the menu that appears to add additional constraints.
    Notes:
    • Users can apply more than one filter to further narrow the display results.
    • To clear a filter, click the X next to the filter.
    • To clear all filters, click Clear All.

 See Also