Filter Portfolio Views

Background

Apply filters to the Projects, Executive Dashboard, and Financial Views to customize your view. These filters remain active even after you leave the page or log out, ensuring your workspace stays consistent every time you return.

Things to Consider

Steps

  1. Navigate to the company's Portfolio tool.

  2. Click Projects, Executive Dashboard, or select one of the Financial Views from the drop-down list.

  3. Click Add Filters.

  4. Select a filter and filter's criteria.

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 More Filters Icon Filter2.

  3. Select your filter criteria to narrow the list of projects.

    Show/Hide Fields

    • Active

    • Actual Start Date

    • Bid Type

    • City

    • Completion Date

    • Country

    • County

    • [Project Custom Fields]

    • Department

    • Docusign Available

    • Flag

    • Labor Productivity

    • Non-Commitment Costs

    • Office

    • Owner Type

    • Parent Project

    • Priority

    • Program

    • Project Type

    • Projected Finish Date

    • Region

    • Square Feet

    • Stage

    • Start Date

    • State

    • Timezone

    • Total Value

    • Use Tax Codes

    • Warranty End Date

    • Warranty Start Date

See Also

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