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Procore

What information is searchable using Procore Search?

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Background

There are two ways to search for items in Procore:

  • Procore Search. Search for items across a project from any tool by clicking into the Search icon-search.png bar in the Procore header. 
  • Tool-based Search. Search for items within a single tool, in a single project.

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. Searchable items and filter options vary depending on whether you use Procore Search or tool-based search.

Answer

The tables below outlines fields and information that is searchable when using Procore Search. 

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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Variations 

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
  • Status
  • Subject 
  • Number Prefix
  • Activity Feed Responses
  • Trade
  • Location
  • Description
  • Correspondence Type
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • Number Prefix
  • Subject

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Site Teams

Searchable Fields Typeahead Match
  • Site Team Name
  • Site Team Lead Name
  • Site Team Member Names
  • Site Team Name

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Site Diary

Site Diary: Working hours, Notes, Equipment, Visitors, Phone Calls, Productivity, Skip, Programmed Work, Delays, Daily Construction Report

Searchable Fields Typeahead Match
  • Comments
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • No typeahead matches at this time. 

Site Diary: Inspections

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

Site Diary: Deliveries

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

Site Diary: Safety Violations

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

Site Diary: Accidents

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

Site Diary Section: Quantities

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

Site Diary: Waste

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

Site Diary: 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
  • Postcode
  • 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
  • Postcode
  • State/Territory 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
  • Path
  • Description
  • Tags
  • Text within documents
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • Document Name

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Drawings

Searchable Fields/Information Typeahead Match
  • Drawings Number
  • Drawing Title
  • Drawing Discipline
  • Drawing Set
  • Drawing Area
  • Text on drawings
  • Custom fields: Plain Text, Rich Text and Number field types.
  • 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
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • Number
  • Title

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Inspections

Searchable Fields Typeahead Match
  • Name
  • Status
  • Description
  • Location
  • Type
  • Inspectors
  • Trade
  • Responsible Contractor
  • Point of Contact
  • Spec Section Number
  • Spec Section Description
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • 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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Progress Claiming

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

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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
  • Type
  • Assignee Company
  • Assignee Name
  • Description
  • Location
  • Custom fields: Plain Text, Rich Text and Number field types.
  • Number
  • Title

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Photos

individual Photos

Searchable Fields/Information Typeahead Match
  • Description
  • File Name
  • Comments
  • Tags
  • Trades
  • Location
  • Smart Search photo categories
  • Exposure Date

Photos: Albums

Searchable Fields Typeahead Match
  • Album Name
  • Album Name

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Head Contracts

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

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Defect List

Searchable Fields/Information Typeahead Match
  • Title
  • Number
  • Reference
  • Description
  • Type
  • Assignment Companies
  • Assignment Names
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • 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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Program

Searchable Fields Typeahead Match

Uploaded Program:

  • Activity Name
  • Activity ID

Calendar Item (created in Procore):

  • Title
  • Description
  • Assign To

Uploaded Program:

  • Activity Name
     

Calendar Item (created in Procore):

  • Title

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Specifications

Searchable Fields Typeahead Match
  • Number
  • Title
  • Text within specifications 
  • Custom fields: Plain Text, Rich Text and Number field types.
  • Number
  • Title

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Submittals

Searchable Fields Typeahead Match
  • Number
  • Title
  • Package Title
  • Package Number
  • Spec Section Description
  • Description
  • Custom fields: Plain Text, Rich Text and Number field types. 
  • Number
  • Title

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Tasks

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

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Daywork Sheets

Searchable Fields Typeahead Match
  • Sheet #
  • Description of Work
  • Location
  • Reference #
  • Ordered By
  • Company Signee
  • Customer Signee
  • Number
  • Description of Work

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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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