Search the Company Portfolio for Projects

Things to Consider

  • Required User Permissions

  • Supported Views:

    • Projects

    • Executive Dashboard

    • Financial Views: Budget Variance, Contract Variance, Contract Summary, and Commitment Summary.

Steps

  1. Navigate to the project's Portfolio tool.

  2. Click one of the supported views (e.g., Projects, Executive Dashboard, Financial Views).

  3. Enter a keyword or phrase in the Search box.

  4. Click Search to search the following fields:

    • Address

    • City

    • Phone

    • Project Name. Project name.

    • Project Number. This corresponds to the job number.

    • State

    • ZIP Code

Beta

Company Administrators can enable the Procore Home beta in Procore Explore. (US 2 | UK)

  1. Navigate to the company's Portfolio tool or Home.

  2. Click the search box and enter a keyword to search the following fields:

    • Address

    • City

    • Phone

    • Project Name. Project name.

    • Project Number. This corresponds to the job number.

    • State

    • ZIP Code

See Also

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