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Procore

Search, Sort, and Filter the Project List

Objective

To search, sort, and filter the Project List in Workforce Planning.

Background

The Project List provides a list view of all your Projects where you manage your workforce. You can search, sort, and filter the list to find the information you need.

Things to Consider

Steps

Search for Projects

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Projects List.
  3. Enter a project's name or project number in the Search Projects box. Then press the ENTER/RETURN key on your keyboard.

Sort Projects

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Projects List.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngfor the column.
  4. Click Sort by This Column and select your sorting preference.

Filter Projects

Complete the steps below filter the items in the Project List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Projects List.
  3. Click the filter icon-filter-wfp.png icon.
  4. Select to filter by:
    • Status
    • Estimated Average Hourly Rate
    • Percent Complete
    • Start Date
    • Estimated End Date
    • Tags
  5. Click the X on the filter to remove it.