Search Field Matrix
Many tools within Procore contain their own Search bar for easily finding specific assets. However, each Search bar is specifically designed for each tool and may function differently than other tool-specific Search bars. It's important to remember that the search tool respects any selected filter parameters and will only search for items within the filtered results.
The following table highlights which fields are searched when using a tab-specific Search bar.
Project Level
Tool | Searchable Fields | Comments | Documentation |
---|---|---|---|
Tendering | Tenderer: first name last name email address notes state (code & name) city |
Tutorial | |
Commitments | Contract: title number description status inclusions exclusions bill to address ship to address ship via associated vendor's name |
Tutorial | |
Site Diary | Working hours Log: notes Notes Register: comment Timecard Entry: description Equipment Register: notes Visitor Register: subject details Call Register: subject to/from description Inspection Register: inspection type inspecting entity inspector name area comments Delivery Register: contents delivery from tracking number comments |
Tutorial | |
Directory | first name last name email address notes state (code & name) city |
Tutorial | |
Documents | filename path description |
Tutorial | |
Drawings | number title set name discipline |
Tutorial | |
Emails | subject body |
Tutorial | |
Inspections | inspection name | Tutorial | |
Meetings | meeting name/title location minutes overview business item title business item description |
Tutorial | |
Observations | observation name | Tutorial | |
Photos | filename description/caption comments |
You cannot search by album name. | Tutorial |
Defect List | attachment comments description name reference |
Tutorial | |
RFIs | number subject question response |
Important: Items are filtered by the 'Open' status by default. | Tutorial |
Program | Tasks: task name resource name activity id ToDos: name notes |
Tasks are calendar events that are defined in an integrated project program. ToDos are calendar items that are added in Procore. |
Tutorial |
Specifications | number title set name division |
Tutorial | |
Submittals | number title description |
You cannot search by spec section. | Tutorial |
Transmittals | number subject comments |
Tutorial |
Company Level
Tool | Searchable Fields | Comments | Tutorial |
---|---|---|---|
Directory | first name last name job title email address notes state (code & name) city |
Tutorial | |
Documents | filename path description |
Tutorial | |
ERP Integrations | Vendors: name address sage id phone number city fax number state postcode Contract: name number address city full state name postcode phone number Commitment: title number description associated contract's title & number project name |
Tutorial | |
Inspections | template name trade (clients-side filtering) |
Tutorial | |
Portfolio | Project: name number address city full state name postcode phone number |
Tutorial | |
Program |
Tasks: |
Tutorial |