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Add Filters to the Change Orders Tab on a Client Contract

 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To filter data in the table in the 'Change Orders' tab of a client contract.

Background  

To focus on the data you want to see, add filters to limit the data in the table. 

Things to Consider

  • Required User Permissions:
    • Read Only' level permissions or higher on the project's Client Contracts tool.

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract in the list. Then click its Number link. 
  3. Click the client contract's Change Orders tab. 
  4. Select one (1) or more options from the Add Filters drop-down list:
    client-contract-add-filters.png
    • 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.
    • Change Reason
      View change orders by the listed reason for creating the change order. To learn how to configure reasons, see Set the Default Change Management Configurations.
    • Change Type
      View change orders by the change order type. To learn how to configure types, see Set the Default Change Management Configurations.
       Notes
      • If no items match the selected filter, a message appears in the body of the table. 
      • Some filters only apply to a CCCO, COR or PCO. A banner at the top of the page informs you when a filter does not apply to an item. 
  5. Clear filter settings as follows:
    • To clear all settings, click Clear All.
      OR
    • To clear individual settings, click the secondary filter drop-down and remove the checkmark(s) from the individual option(s).