Search and Filter the Project Directory

• Required User Permissions

• The search function respects any selected filter parameters and only searches for items within the filtered results.

• Filters are only supported on the Users and Companies tabs.

• The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects on supported tools. See What is a 'contact' in Procore and which project tools support the concept?

• The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?

• If your company has enabled the ERP Integrations tool:

  • You will have the added ability to filter the Companies view by the cost codes for your integrated ERP system.

• Legacy Project Directory

  • Search the Project Directory

  • Add Filters to the Project Directory

  • Group Users by Company in the Project Directory

• Beta Project Directory

  • Search the Project Directory (Beta)

  • Filter the Project Directory (Beta)

  • Sort the Project Directory (Beta)

Legacy Project Directory Experience

Search the Project Directory

1. Navigate to the Project level Directory tool.

2. Click the desired tab.

3. Enter a keyword into the search box, then press ENTER. See What fields are searched in the Directory tool?

Add Filters to the Project Directory

1. Navigate to the Project level Directory tool.

2. Click the Users or Companies tab.

3. Select Add Filter drop-down list:

   • Users

     • Permission Template (Default) This filters the list of users by the default permission template that is assigned to the end user.
       Note: Only users with 'Admin' level permissions on the Project level Directory can apply this filter.

     • Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.

   • Companies

     • [Project Name] Cost Codes. This filters results by the cost codes in the 'Cost Code' segment of Procore's Work Breakdown Structure.

     • If you have an ERP Integration, choose [ERP Integration Name] Cost Code to filter by the cost codes that have been configured for your specific integrated ERP system.

     • Trades. This filters the list of companies by the Trade associated with the company record. See Add a Custom Trade.

Group Users by Company in the Project Directory

1. Navigate to the Project level Directory tool.

2. Click the Users tab.

3. From the Group By list, choose Company.

Beta Project Directory Experience

Search the Project Directory (Beta)

1. Navigate to the Project level Directory tool.

2. Click the desired tab.

3. Enter a keyword into the search box, then press ENTER.

Filter the Project Directory (Beta)

1. Navigate to the project's Directory tool.

2. Click the Users or Companies tab.

3. Click the filters icon.

4. Select to filter by the following fields:

   • Users

     • User Status

     • Permissions Template (Assigned)

     • Trade

   • Companies

     • Company Status

     • Cost Code

     • Trade

5. To clear filters, click the 'x' on the individual filter or click Clear all Filters.

Sort the Project Directory (Beta)

1. Navigate to the project's Directory tool.

2. Click the desired tab.

3. Click the column header to sort by that column.

   • Click again to switch between ascending or descending order:

     • Ascending

     • Descending

   • You can sort by the following columns:

   • Users

     • Name

     • Job Title

     • Company

     • Permissions Template

   • Companies and Distribution Groups

     • Name