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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 View.
  3. Click the Change Orders tab. 
  4. Select one or more filter parameters from the Add Filter ldrop-down ist. This narrows the items in view by the specified filter(s). 
    • Status: View change orders by whether or not the change order has been approved, rejected, in review, revised, or still set as draft.
    • 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.
       Note
      Some filters will apply only to a PCCO, COR or PCO. You will see a banner at the top of the page informing you which change orders the filter does not apply to. 

      filter-prime-contract-change-orders.png

  5. If you would like to delete a filter setting, hover over the parameter and click the X to the left of it.

 

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 here.