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Add Filters to the Change Orders Tab on a Prime Contract

Objective

To add filters to narrow the items in view on the Change Orders tab in a prime contract.

Background

You can select multiple filters at once to narrow results by a number of parameters. 

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. See What are the default statuses for a Prime Contract Change Order (PCCO) 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). 

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page .