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Procore

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

 In Beta
This page details content that is only available to Procore Project Financials users who opt-in to the Beta version release of the Project Financials: Modernized Experience for Prime Contracts release. 

Objective

To add filters to the table in the Change Orders tab on a prime 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 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. 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 PCCO, 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).