Search and Filter the Project Directory
Objective
To search the Project Directory for matching data.
Things to Consider
- Required User Permission:
- To view and search for Users, Contacts, Companies and Distribution Groups, 'Read Only' level permission or higher on the Project level Directory tool.
- To view and search for Inactive Users, Inactive Contacts and Inactive Companies, 'Admin' level permissions on the Project level Directory tool.
- Additional Information:
- The search function respects any selected filter parameters and only searches for items within the filtered results.
- The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects' Incidents and Crews tools. If your company hasn't created any contacts (or doesn't have any projects with either of these tools enabled), the 'Contacts' and 'Inactive Contacts' tabs will be empty.
- If your company has enabled the ERP Integrations tool:
- You will have the added ability to filter the Companies view by the cost codes for your integrated ERP system.
Steps
- Switch Between Views in the Project Directory
- Search the Project Directory
- Add Filters to the Project Directory
- Group Users by Company in the Project Directory
Switch Between Views in the Project Directory
- Navigate to the project's Directory tool.
- Click the appropriate tab to sort the data in the order defined by the available views:
- Users
Click Users to view the list of all active users in the Project level Directory. See Add a User Account to the Project Directory and Bulk Add Users and Companies to a Project Directory.
Notes:- To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- To group the results in the table, select Company from the Group By drop-down list. This is the default setting for the Directory tool.
- To view more information about a user, move the scroll bar left and right.
- To manage the columns in the view, click the hamburger (≡) button.
- Contacts
Click Contacts to view the list of all active contacts in the Project level Directory. See What is a 'contact' in Procore and which project tools support the concept?
- Companies
Click Companies to view the list of all active companies in the Project level Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. See Add a Company to the Project Directory and Bulk Add Users and Companies to a Project Directory.
- Distribution Groups
Click Distribution Groups to reveal a list of the project's distribution groups. See Add a Distribution Group to the Project Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column.
- Inactive Users
Click Inactive Users to view the list of users who are no longer active on the project. See Deactivate a User in the Company Directory.
- Inactive Contacts
Click Inactive Contacts to view the list of contacts who are no longer active on the project. See What is a 'contact' in Procore and which project tools support the concept? and Inactivate a Contact in the Company Directory.
- Inactive Companies
Click Inactive Companies to view the list of companies that are no longer active on the project. See Deactivate a Company in the Project Directory.
- Users
Search the Project Directory
- Navigate to the Project level Directory tool.
- Click the desired tab. You have these choices: Users, Contacts, Companies, Distribution Groups, Inactive Users, Inactive Contacts, and Inactive Companies.
- In the Search field, type your desired criteria.
- Press ENTER or click the magnifying glass in the Search field.
Notes:- To learn more about search, see What fields are searched in the Directory tool?
The system reveals any items matching your entered criteria.
Add Filters to the Project Directory
- Navigate to the Project level Directory tool.
- Click a supported tab. You have these choices: Users or Companies.
Note: Adding filters is NOT supported on the Contacts, Distribution Groups, Inactive Users, Inactive Contacts, or Inactive Companies tabs. - Choose from these options in the Users tab. Then, select one of these options from the Add Filter drop-down list:
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Permission Templates.
Note: Only users with 'Admin' level permissions on the Project level Directory can apply this filter. - Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
- Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user. See Manage Permission Templates.
- Choose from these options in the Companies tab. Then, select one of these options from the Add Filter drop-down list:
- [Project Name] Cost Codes. This filters results by your project's cost code list, choose. See Add and Edit Project Cost Codes.
- If your Procore Administrator has enabled a Procore + ERP Integration, choose [ERP Integration Name] Cost Code. This filters the list by the cost codes that have been configured for your specific integrated ERP system. See Configure Cost Code Preferences for ERP Integrations.
- If your Procore Administrator has set up trades for use with your company's Procore account, choose Trades. See Add a Custom Trade.
Group Users by Company in the Project Directory
- Navigate to the Project level Directory tool.
- Click the Users tab.
- From the Group By list, choose Company.
Note: The Group By list is only available on the Users tab.
This sorts the users in the list by the company they are associated with.
