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Procore

Filter Prime Contract Change Orders

Objective

To filter prime contract change orders on the Prime Contract Change Orders tab.

Things to Consider

  • Required User Permission: 'Read-Only' and above on the Prime Contract tool.
  • You can select multiple filters at once to narrow results by a number of parameters. 

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Click the Change Orders subtab. 
  3. Select one or more filter parameters from the drop-down Add Filter list. 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 Order Configurations" in the See Also section below.
    • Change Type: View change orders by the change order type. To learn how to configure types, see "Set Default Change Order Configurations" in the See Also section below.
       

      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. 

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

See Also

 

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