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Procore

Add Filters to the Variations Tab on a Head Contract

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Objective 

To filter data in the table in the 'Variations' tab of a head 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 Head Contracts tool.

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract in the list. Then click its Number link. 
  3. Click the head contract's Variations tab. 
  4. Select one (1) or more options from the Add Filter drop-down list:
    change-orders-add-filter.png
    • 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.
    • Change Reason: View variations by the listed reason for creating the variation. To learn how to configure reasons, see Set Default Change Management Configurations.
    • Change Type: View variations by the variation type. To learn how to configure types, see Set 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 HCV, VR or PV. 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).