Configure Filter Options for the Portfolio Tool
Background
Configure the available filters for the Portfolio tool's Projects, Executive Dashboard, and Financial Views.
Things to Consider
The selections that appear in filters are created in the company's Admin tool. Click each filter below to see where the options are configured.
Steps
Navigate to the company's Portfolio tool.
Click the Configure Settings
icon.Click Filter Configuration.
Mark the checkbox to add the filter to the Portfolio's filters list:
Enable Owner Type. A checkmark shows the Owner Type drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Owner Type.
Enable County Filter. Lets users filter the Portfolio views by county. A checkmark shows the County drop-down list. Clear the checkmark to hide the list. For information about how Procore determines the county for a project, see Add a New Project. For information about how Procore determines the county for a project, see Add or Edit a New Project.
Enable Department Filter. A checkmark shows the Department drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Department.
Enable Office Filter. A checkmark shows the Office drop-down list. Clear the checkmark to hide the list.
Enable Program Filter. Lets users filter the Portfolio views by programs. A checkmark shows the Programs drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add Programs.
Enable Stage Filter. Lets users filter the Portfolio views by project stage. A checkmark shows the Stage drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Project Stage.
Enable Status Filter. Lets users filter the Portfolio views by project status. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list. See Change a Project's Status to Active or Inactive.
Enable Type Filter. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Project Type.
Enable Project Role Filter. If you have created one or more custom project roles (see Add a Custom Project Role), an enable option option appears for each individual role. A checkmark shows the corresponding drop-down list. Clear the checkmark to hide the corresponding list.
Enable Owner Filter. A checkmark shows the Owner drop-down list. Clear the checkmark to hide the list.
Enable Region Filter. A checkmark shows the Region drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add Custom Project Regions.
Enable Parent Job Filter. A checkmark shows the Parent Job drop-down list. Clear the checkmark to hide the list. See Add a New Project, Add or Edit General Project Information, and What's the difference between a job, a parent job, and a sub job?
Click Update.
See Also
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