View Programme Changes Report

Objective

To view all of the changes made to the Programme tool via Procore Drive.

Things to Consider

• Required User Permissions:
  • 'Read Only' or higher permissions on the Project level Reports tool.
    AND
    'Read Only' or higher permissions on the Project level Programme tool.
• Additional Information:
  • The following must be true in order for this report to display information.
    • You must be integrating a Microsoft Project Programme to Procore's Programme tool.
    • You must integrate the programme through Procore Drive. See Integrate a Microsoft Project Programme using Procore Drive.
    • You must NOT have disabled the Procore Change Reason Add-on. See Disable the Procore Change Reason Pop-up in MS Project.
  • Users with the appropriate permissions can create a custom report on Programmed Tasks and Requested Changes for the programme in the Project level Reports tool. See Create a Custom Project Report.

Steps

1. Navigate to the Project level Reports tool.
2. Click Programme Changes under the Programme Reports section.
3. Filter for the programme change you would like to view.
   
   ​
    
   • ​Change Tasks:
     • ​Directly: Check this if you would like to view changes to the programme that were made manually to the Microsoft Project programme.
     • Through Calculation: Check this if you would like to view changes that were made from a recalculation of linked dates in Microsoft Project.
   • Date Range:
     • Set the date range you would like to view programme changes within.
4. ​You will view a report of the following information.
   
   
    
   • ID: This is the number assigned to the programmed task in Procore.
   • Date: This is the date associated with the programmed task.
   • Task Name: This is the title of the task in Procore. Click the title link to view the task in a new browser tab.
   • Changes By: This field displays the name of the person who originally changed the programmed task.
   • Changes: This summarises the change that was made to the programmed task. This may be a percent complete, a change to the start/finish date, assigning the task a resource or another change noted by the creator.
   • Reason: This displays the reason why the change had been made. This field is filled out by the user who changed the programme in Microsoft Project.
   • Resources: This lists the resources assigned to the task in Microsoft Project.

See Also

• Integrate a Microsoft Project Programme using Procore Drive
• Disable the Procore Change Reason Pop-up in MS Project