(Beta) Add Filters to the Variations Tab on a Client Contract
Objective
To add filters to the table in the Variations tab on a client contract.
Background
You can select multiple filters at once to narrow results in the table by the available parameters.
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.
- Click the Filters button to open the 'Filters' pane.
- 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.
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Note
- 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.
- 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 tick(s) from the individual option(s).
- To clear all settings, click Clear All Filters.