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(Beta) Add Filters to the Change Orders Tab on a Client Contract

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 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To add filters to the table in the Change Orders tab on a client contract. 

Background

You can select multiple filters at once to narrow results in the table by the available parameters. 

Things to Consider 

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

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract in the list. Then click its Number link. 
  3. Click the client contract's Change Orders tab. 
  4. Click the Filters button to open the 'Filters' pane. 
    change-orders-tab-filters.png
  5. Select one (1) or more options from the 'Select Values' drop-down lists:
    • 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.
    •  Note
      • If no items match the selected filter, a message appears in the body of the table. 
      • Some filters only apply to a CCCO, COR or PCO. A banner at the top of the page informs you when a filter does not apply to an item. 
  6. Clear filter settings as follows:
    • To clear all settings, click Clear All Filters.
      OR
    • To clear individual settings, click the secondary filter drop-down and remove the checkmark(s) from the individual option(s). 

See Also