To view prime potential change orders in a report grouped by change order reason.
Note: It is recommended to configure your change reason list in the Company admin tab prior to using it in projects.
In order to view the the Prime Potential Change Orders by Change Reason report in the Reports tab, users with 'Admin' level permissions on the Change Order tab must first configure the change reason field from a free form text field to a drop-down menu of pre-defined reasons.(Note: Admins can set this on the project template so future projects will inherit the setting. If you want this as a default setting, ask your Procore point of contact to set is as default for all your future projects.) To do this, complete the following steps:
Once you have enabled the settings from the Change Orders tab, you can view the Prime Potential Change Orders by Change Reason report by completing the following steps: