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Procore (en-CA)

Search for and Add Filters to Prime Contracts

Objective

To use the search feature and apply filters to locate a prime contract. 

Background

The search feature helps you find prime contract that contain information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissionsor above on the project's Prime Contracts tool. 

Prerequisites

Steps

Search for Prime Contracts

  1. Navigate to the project's Prime Contracts tool.
  2. Enter your search terms in the Search box. 
     Note
    Procore searches the following fields for matches: Contract #, Title, Owner/Client, Contractor, Architect/Engineer, Description, Inclusions, and Exclusions
  3. Press ENTER or click the magnifying glass to search for matching items.
    If matches are found, Procore refreshes the page to show only items matching your search criteria. If not matches appear, a message appears to let you know there are no matching items. 

Add Filters

  1. Navigate to the project's Prime Contracts tool. 
  2. Under Add Filter, choose from these options:
    • Owner/Client. To narrow the results by the owner/client name.
    • Status. You have these options:
      • To view all prime contracts in all statuses, mark the Select All checkbox. 
      • To view only approved prime contracts, mark the Approved checkbox.
    • Executed. To narrow the results to show only executed contracts, choose Yes. To show contracts not yet executed,  choose No. The default setting is to show All
  3. Click out of the Add Filter  to apply the selected filters to the page.  
 Tip

Need to clear a filter?

  • If you want to clear all of your selected filters, click Clear All.
  • If you want to remove a single filter, click the gray 'x' next to the filter's name in that filter's drop-down list.