Search the Company Portfolio for Projects
Things to Consider
Required User Permissions to the company's Procore Home tool.
Additional Information:
Supported Views:
Projects
Executive Dashboard
Financial Views: Budget Variance, Contract Variance, Contract Summary, and Commitment Summary.
The icons next to a project name indicate its status or type:
Project Template: The project is used as a template.
Test Project: The project is used for testing.
Inactive Project: The project is currently inactive.
ERP Integrated: The project integrates with your accounting system.
Connected Project: The project connects to another project via Connection Manager.
Steps
Navigate to the company's Portfolio tool or Home.
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
Legacy
Navigate to the project's Portfolio tool.
Click one of the supported views (e.g., Projects, Executive Dashboard, Financial Views).
Enter a keyword or phrase in the Search box.
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