Contracts: Sort, Filter, Hide, Show and Pin Columns

Group 1649 Simplify your construction project management with our easy-to-use table customization options. Customize columns by sorting, filtering, or hiding them to match your project needs. Enjoy a streamlined and efficient tool that's simple to use.

 

Step 1: To access the desired project, click on the Project Name tab.

Step 2: Click the Hamburger Menu (2024-02-23_091154-Feb-26-2024-01-41-07-3950-AM) at the top-left-hand corner and select Cost.

Step 3: From the Cost Module, navigate to the Contracts Register.

Step 4: To view additional options, hover over a column header and click on the Three Dots Menu (...). This will reveal a drop-down menu with various choices.

Step 5: Select the action you want to perform from the drop-down menu and follow the instructions provided.

 

Follow below steps to get it done and see other page functions.

Sort by Ascending & Descending

Sort your data in either ascending (ASC) or descending (DESC) order.

 

Step 1: From the Cost Module, navigate to the Contracts register.

Step 2: Hover over a column title to reveal the Three Dots Menu (...) and arrow icon, then click the Three Dots Menu (...) to display available options.

Step 3: To sort your data in ascending order, click on Sort by ASC. To sort your data in descending order, click on Sort by DESC.

Tip: Choose Unsort to return the data to its original order.

Filter Column data

Filter your data based on specific columns, operators, and their corresponding values.

 

Step 1: From the Cost Module, navigate to the Contracts register.

Step 2: Hover over a column title to reveal the three-dots menu and arrow icon, then click the Three Dots Menu (...) to show options.

Step 3: Select Filter to reveal the filter menu.

Step 4: From the filter menu, you can select the Columns Title, Operator and Value to filter.

Tip: If you wish to add another filter, simply click the + Add filter button and choose And/Or options. Click the X icon to remove a row.

Hide / Show Columns

Hide columns that are available or locate columns that are not currently displayed on the page.

 

Step 1: From the Cost Module, navigate to the Contacts register.

Step 2: Hover over the title of the available Column  and click the Three Dots Menu (...). Select Hide for the selected column to be hidden.

Step 3: Navigate to any column, click the Three Dots Menu (...), and choose Show columns to display or expose a specific column that is not displayed.

Tip: You can select the column title you want to display in the columns section from a menu that will appear. Select Hide all / Show all if you wish to apply the action to all the columns.

Pin to left and right

Pin a column to the far right or left side of the column page for easy access and visibility.

 

Step 1: From the Cost Module, navigate to the Contracts register.

Step 2: Hover over a column title to reveal the three-dots menu and arrow icon, then click the Three Dots Menu (...) to show options.

Step 3: Choose the column that you would like to Pin to left / Pin to right.

Tip: You may use Unpin to revert the action.

Additional Functions

Label Description
Reset Reset both filters and the entire column to their default settings.
Adjust Columns Use this function to display or conceal columns.
Vertical line Drag the vertical line at the beginning or end of the column header to resize the column.

 

 

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