How to Customize Tables

Table customization helps you create tailored views for better reporting and communication by displaying exactly the data you need. Use these features to focus on relevant information and improve project visibility.

Before you start:

• Navigate to any project page with data tables (Cost or Risk modules)
• Identify which data columns are most important for your reporting needs

Steps

Customize table columns

1. From your project dashboard, click Cost or Risk from side navigation bar
2. Locate the data table with various columns
3. Click Columns at the top right corner of the table
4. Alternatively, hover over any column header and click the Action button and select Adjust Columns from the drop-down
5. Use the checkboxes in the column selection panel to show or hide columns
6. Check boxes to add columns to your table view
7. Uncheck boxes to remove columns from your table view

Expand and collapse table data

1. Click Expand All beside the Columns button to show all detailed data including sub-rows
2. Click Collapse All to return to the main data view and hide sub-level details
3. Click Reset to return to the default table view

Filter table data

1. Click the Filter button at the top of the table (beside Columns)
2. Alternatively, hover over any column header and click the Action button to access Filter from the drop-down
3. Add your first filter criteria (example: Budget greater than $5,000)
4. Click Add Filter to create additional filter rows if needed
5. Filters apply automatically as you create them
6. Click Remove All or Remove Filters to clear all applied filters

Resize columns

1. Position your cursor on the divider between column headers
2. Drag left or right to make columns wider or narrower based on your preference
3. Repeat for any columns that need resizing

Reorder columns

1. Click and drag any column header to move it to a new position
2. Drop the column where you want it positioned in the table

Pin important columns

1. Hover over a critical column header (such as Project Name or Original Budget)
2. Click the Action button
3. Select Pin Left or Pin Right to keep the column always visible
4. Scroll horizontally to see pinned columns remain in place
5. To unpin, hover over the pinned column, click the Action button, and select Unpin

Sort table data

1. Hover over the column header you want to sort
2. Click the Action button and select Sort Ascending or Sort Descending
3. Alternatively, click the arrow that appears when hovering over column headers
4. To remove sorting, click the Action button again and select Unsort

Multi-column sorting

1. Sort your first column using either method above
2. Hold the Shift key while clicking another column header to create a secondary sort
3. Continue holding Shift and clicking additional columns for further sorting levels

Customize dashboard tables

1. Navigate to your project dashboard
2. Locate the table tiles on your dashboard
3. Click the Action button in the top right corner of any table tile
4. Select Adjust Columns to change which columns are displayed
5. Select Filter to apply specific filters to this dashboard view
6. Click Save on the top right corner of dashboard to ensure customizations persist for all users viewing this dashboard

Best practices

• Start with the standard view and remove unnecessary columns to reduce clutter
• Pin key identifier columns like Project Name to the left for easy reference
• Use filters to focus on high-value or at-risk items
• Remember that personal customizations don't affect other users unless saved on a shared dashboard
• Create consistent column arrangements across similar tables for team efficiency