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Procore

Search and Filter Assets

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Things to Consider

  • Company level Required User Permissions

  • Project level Required User Permissions

  • Search is not case-sensitive.

  • Filter Logic:

    • "AND" Logic: When you apply filters across different fields (e.g., Type = "HVAC" and Status = "Active"), the system will show only assets that match all conditions.

    • "OR" Logic: When you select multiple values within a single field (e.g., Status = "Active" OR "Planned"), the system will show assets that match any of those values.

Search Assets

Search

  1. Navigate to the Company or Project level Assets tool.

  2. Enter a keyword into the search box.

  3. Search returns results for data within all standard and custom fields.

Filter

  1. Navigate to the Company level Assets tool.

  2. Click Filters Icon Filter2.

  3. Select to filter by the following fields:

    • Include Asset Subtype

    • Location

    • Parent Asset

    • Project (available at Company level only)

    • Status

    • Trade (set at the Company or Project level)

    • Type

    • Click Add Filter to add additional filters:

      • Created At

        • Select a date range.

      • [Custom Fields]

      • Incidents

        • Select Exists or Does Not Exist.

      • Inspection Items

        • Select Exists or Does Not Exist.

      • Inspections

        • Select Exists or Does Not Exist.

      • Modified At

        • Select a date range.

      • Observations

        • Select Exists or Does Not Exist.

      • Defect List

        • Select Exists or Does Not Exist.

      • RFIs

        • Select Exists or Does Not Exist.

      • Submittals

        • Select Exists or Does Not Exist.