Add Filters to the Variations Tab on a Client Contract

Objective

To filter data in the table in the 'Variations' 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.

Prerequisites

• Create a Client Contract Variation

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 Variations tab. 
4. Select one (1) or more options from the Add Filters drop-down list:
   
   • 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 the Default Change Management Configurations.
   • Change Type
     View variations by the variation 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 CCV, 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 tick(s) from the individual option(s). 

See Also

• Create a Client Contract Variation
• Set the Default Change Management Configurations