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Procore

Add Filters to the Change Orders Tab on a Prime Contract

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Objective 

To filter data in the table in the 'Change Orders' tab of a prime contract.

Background 

To focus on the data you want to see, add filters to limit the data in the table. 

Things to Consider

  • Required User Permissions:
    • Read Only' level permissions or higher on the project's Prime Contracts tool.

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Locate the prime contract in the list. Then click its Number link. 
  3. Click the prime contract's Change Orders tab. 
  4. Select one (1) or more options from the Add Filter drop-down list:
    change-orders-add-filter.png
    • Status: View change orders by whether or not the change order has been approved, rejected, in review, revised, or still set as a draft. To learn more, see What are the default statuses for change orders in Procore?
    • Executed: View change orders by whether or not the change order has been executed to completion or not.
    • Change Reason: View change orders by the listed reason for creating the change order. To learn how to configure reasons, see Set Default Change Management Configurations.
    • Change Type: View change orders by the change order type. To learn how to configure types, see Set Default Change Management Configurations.
       Notes
      • If no items match the selected filter, a message appears in the body of the table. 
      • Some filters only apply to a PCCO, COR or PCO. A banner at the top of the page informs you when a filter does not apply to an item. 
  5. Clear filter settings as follows:
    • To clear all settings, click Clear All.
      OR
    • To clear individual settings, click the secondary filter drop-down and remove the checkmark(s) from the individual option(s).