Search and Filter Issue Tickets

 In Beta

This feature is currently in beta for select Procore customers.

Things to Consider

Steps

  • Search Issue Tickets

  • Search Issue Ticket Line Items

  • Filter Issue Tickets

  • Filter Issue Ticket Line Items

Search Materials Issue Tickets

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

    • Issue ticket number

    • Pick ticket number

  5. Optional: To clear your search, clear the search box and click Apply.

Search Issue Ticket Line Items

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. Mark the checkbox to Show Line Items. Then click Apply.

  5. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

    • Resource name

    • Issue ticket number

    • Pick ticket number

  6. Optional: To clear your search, clear the search box and click Apply.

Filter Materials Issue Tickets

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. Select from the following filters:

    • Approved Date. Enter the date range the request was approved.

    • Status. Select an Issue Status.

    • Assigned to. Select the assignee of the Pick Ticket.

  5. Click Apply.

  6. Optional: To clear your filters, clear the filters and click Apply.

Filter Issue Ticket Line Items

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. Mark the checkbox to Show Line Items. Then click Apply.

  5. Select from the following filters:

    • Approved Date. Enter the date range the request was approved.

    • Status. Select an Issue Status.

    • Assigned to. Select the assignee of the Pick Ticket.

  6. Optional: To clear your filters, clear the filters and click Apply.

See Also

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