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Search for and Apply Filters to the Client Contracts Tool

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 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

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

Background

The search feature helps you find a client contract that contains 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 permissions or higher on the project's Client Contracts tool. 

Steps

Search for Client Contracts

  1. Navigate to the project's Client Contracts tool. 
  2. Click the icon-search.png magnifying glass to expand the Search field.  
  3. Enter keywords in the Search field. Procore searches for matches as you type.
    client-contract-search.png
 Notes
  • Procore searches the following client contract fields for matches:
    • Number #
    • HC/Client
    • Title
    • Contract Company
    • Architect/Engineer
    • Description
    • Inclusions
    • Exclusions
  • If matches are found, Procore displays the matching items. 
  • If no matches are found, Procore displays  'No Items Match Your Search' message. 

Apply Filters to the Client Contracts List 

  1. Navigate to the project's Client Contracts tool. 
  2. Click Filters to open a pane on the right side of the page.
    client-contract-apply-filters.png
  3. Choose one or multiple filters:
    • HC/Client. Select the HC/Client company from the drop-down list. To appear as a selection in this list, the company name must be designated as a 'HC/Client' in a client contract. 
    • Status. Select the desired status from the Contracts list. You can choose from: Draft, Out for Tender, Out for Signature, Approved, Complete or Terminated. 
    • Executed. Choose Yes or No from the drop-down list. 
 Tip

Need to clear a filter?

  • To clear the table of all filters, click Clear All Filters in the right pane.
  • To remove a single filter, click the close (x) icon in the BLUE filter bubble. 
  • To remove all of the filter selections, click the close (x) icon in the drop-down list.