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Procore Support (en-au)

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 | Company Level


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:
task name
resource name
activity id

ToDos:
name
notes

  Tutorial