Add Filters to the Change Orders Tab on a Funding

Objective

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

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 Funding tool.

Prerequisites

• Create a Funding Change Order

Steps

1. Navigate to the project's Funding tool.
2. Locate the funding in the list. Then click its Number link. 
3. Click the funding's Change Orders tab. 
4. Select one (1) or more options from the Add Filter drop-down list:
   
   • 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 the Default Change Management Configurations.
   • Change Type
     View change orders by the change order type. To learn how to configure types, see Set the 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 FCOs, CORs, or PCOs. 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). 

See Also

• Create a Funding Change Order
• Set Default Change Management Configurations