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Procore

(Beta) Add Filters to the Variations Tab on a Funding

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To add filters to the table in the Variations tab on a funding. Filtering narrows down results to make it easier to find certain items in a large list.

Things to Consider 

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

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the funding in the list. Then click its Number link. 
  3. Click the funding's Variations 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 variations by whether or not the variation has been approved, rejected, in review, revised or still set as a draft. To learn more, see What are the default statuses for variations in Procore?
    • Executed. View variations by whether or not the variation has been executed to completion or not.
       Notes
      • If no items match the selected filter, a message appears in the body of the table. 
      • Some filters only apply to a Funding Variation (FV), Variation Request (VR) or Potential Variation (PV). 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).