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View Change Order Report By Change Reason

Objective

To view prime potential change orders in a report grouped by change order reason.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Prime Contracts tool.
      AND
      'Read Only' level permissions or higher on the Project level Reports tool.

Prerequisites

  1. Recommended: Set the Default Change Management Configurations
  2. Drop-down list of pre-defined reasons must be selected as the Change Reason Behavior for the project. See Configure Advanced Settings: Change Orders.

Steps

  1. Navigate to the Project level Reports tool.
  2. Under the "Contract and Change Management Reports" section, click Prime Potential Change Orders by Change Reason.
    You will now see all of your potential change orders grouped by change reason. 

    pco-by-change-reason2015-07-06_10-10-51.png

Next Steps

  1. Export this data to a printable PDF by clicking the PDF button in the top right of the page.
  2. Click the links under the Title header of the PCO to access the PCO; click the link under the CORs header to see the COR; click the link under the PCCOs header to see the PCCO associated with the PCO.

 

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