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.

• Configurable views have been completely removed. The default layouts from the company level have been transitioned directly into standard default views. There are three views migrated under company views that can be toggled to hidden:

  • Owners View

  • Complete View

  • Scope View

• Procore provides four default views:

  • Classic Summary

  • Classic Detail

  • Progress View

Note: Custom layouts previously built by companies are not automatically migrated during the beta period.

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 To save a Company-level 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.

   • Important : You must have 'Admin' level permissions on the project's Change Events tool to push a custom view to the Company level.