To create and manage configurable views for the Change Events tool in Procore.
The default views in the Change Events tool list view are 'Classic Detail', 'Classic Summary', 'Complete View', 'Owner's View' and 'Scope View'. Each view consists of a different arrangement and grouping of columns designed to present the data in the tool in a specific way. A configurable view is created and configured by Procore users when the desired column arrangement for the Change Events tool is not met by the existing default views. Creating configurable views allows users to customize the list view of the Change Events tool with the columns of their choice and save the view so it can be standardized across Procore projects.
Click the 'Table Settings' icon to open the menu for row height and column configurations.
Click and drag column titles to move their position in the table to the left or right.
Click the vertical ellipsis when hovering over a column header/title to open additional column settings:
Click the Filters at the top of the change events table.
Select from the following filters:
Click the title of a column to change its sorting behavior.
Example: Change the sorting order of the 'Status' column so Open Change events are listed first.
Column grouping allows you to better organize the Change Events line items table, especially when it comes to evaluating financial risk in your project. Specify which columns you would like to group and items within that group will roll-up underneath.
To group columns, click the Select Group selector at the top of the change events table and select the columns you want to group together.
If more than one grouping is selected, they can be rearranged within the 'Group By' Selector by clicking and dragging them into the preferred order. A grouping can be deleted by clicking the 'x' on the right side of the group.
Groupings can be reset by clicking Reset at the bottom of the selector.
The status of individual configurable views can be toggled between Published and Hidden. Published views are available for use on their assigned projects and hidden views are not available for use. The hidden status is useful for when a configurable view is in creation but not ready to be implemented.
Configurable views can be duplicated to make building a new view easier. Duplicating a view creates a new view that is an exact copy of the existing view. Deleting a view removes the view permanently.
Note: Deleted views are NOT recoverable. Procore's default views cannot be deleted.