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Procore

Add Filters to the Variations Tab on a Funding

 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

Objective

To filter data in the table in the 'Variations' tab of a funding.

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 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. Select one (1) or more options from the Add Filter drop-down list:
    clipboard_ef63c3e635ef1700fab5b1a09d167f2c3.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 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 FCOs, VRs or PVs. 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).