Create a Custom View for Change Events

The Change Events tool features Saved Views to help you customize, save, and access specific table configurations without manually reconfiguring your layout each time. This feature replaces previous configurable views, allowing you to establish a personalized or shared baseline for tracking your data.

• Required User Permissions:

  • 'Standard' level permissions or higher on the project's Change Events tool to save a Personal or Project-level view.

  • Admin' level permissions on the project's Change Events tool to save a Company-level view.

• Additional Information:

  • Procore provides the following default views to the Company Views:

    • Classic Summary

    • Classic Detail

    • Progress View

To learn more, see View the Change Events Line items View.

1. Navigate to the project's Change Events tool.

2. Modify the table layout by performing any of the following actions:

   • Select filters from the Filter drop-down menus.

   • Apply grouping or sorting to your data columns.

   • Adjust column visibility by hiding or showing specific metrics.

3. Click Create View.

4. In the configuration window, enter a title and a brief description for your new layout.

5. Select where you want this view to be available based on your user permissions. For example, Personal, Project, or Company.

6. Click Save.