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View Change Requests Report

Objective

To view all of the change requests created, reviewed, approved, and rejected on the project.

Things to Consider

  • Required User Permissions:
    • 'Read-only' and above on the Project level Reports tool.
      -and-
      'Read-only' and above on the Project level Schedule tool.

Steps

  1. Navigate to the Project level Reports tool.
  2. Click Change Requests under the Schedule Reports section.
  3. Filter for the change requests you would like to view by clicking the filter in the Filter reports by status section.


    • Pending: These requests have been requested by a team member, but they still need to be approved and responded to by the Schedule tool 'Admin.' See Review Schedule Change Requests.
    • Reviewed: This is a list of all approved and rejected schedule change requests.
    • Approved: This is a list of all approved change requests that have been reflected in the schedule.
    • Rejected: This is a list of all rejected change requests that have not been reflected in the schedule.
    • All: This is a list of all schedule change requests made on the project, whether they have been reviewed or not.
       
  4. Once you've set your filter, you will see a report with the following information:


    • ID: This is the number assigned to the scheduled task in Procore.
    • Task Name: This is the title of the task in Procore. Click the title link to view the task in a new browser tab.
    • Requested By: This field displays the name of the person who originally requested that the scheduled task be changed in Procore. (i.e. this is the person who created the change request.)
    • Change Requested: This summarizes the change that was requested to the scheduled task. This may be a percent complete, a change to the start/finish date, assigning the task a resource, or another change noted by the creator.
    • Reason: This displays the reason why the change has been requested. This field is filled out by the creator of the schedule change request.
    • Status: This displays the current status of the schedule change request in Procore (e.g. Pending, Reviewed, Approved, or Rejected.)

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Last modified
10:03, 12 Aug 2016

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