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Procore Support (en-au)

Filter Prequalification Forms

Objective

To filter the companies prequalification forms.

Things to Consider

  • Required User Permissions: 'Read Only' level or higher permissions on the Prequalifications tool.

Steps

  1. Navigate to the company's Prequalifications tool.
  2. Click the Add Filter drop-down menu.
    prequal-add-filter-drop-down.jpg
  3. Select one of the following:
    • Qualification Status
    • Submission Status
  4. Click the menu that appears to add additional constraints.
    Notes:
    • Users can apply more than one filter to further narrow the display results.
    • To clear a filter, click the X to the right of the filter.

See Also

 

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