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
Steps
- Navigate to the project's Client Contracts tool.
- Locate the client contract in the list. Then click its Number link.
- Click the client contract's Variations tab.
- 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.
- Status
- 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).
- To clear all settings, click Clear All.