Customise the columns shown in the list

Create your own list layout, by adding and removing columns, and define your default list layout.

ClosedGetting Started
Who Can Use It? Where Is It?

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

Available in any List and selected tab list views via a right mouse click

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Add Optional Columns

Within a list and selected tab list views you can customise what information is shown, by adding Optional Columns. This feature allows you to add or remove extra columns of information to the list. Use this feature to ensure that all the information you need is shown in the list before you export to a report orMS Excel®, or for quick on screen reporting.

ClosedOptional Columns

The lists load initially displaying the default view. Use this feature available from a right mouse click, to add or remove Optional Columns to the list.

ClosedAdding columns

Follow these steps to add a column to the list:

  1. Open the List (i.e. Projects List, Contacts List etc).
  2. Right mouse click within the list and select 'Optional Columns'.
  3. A list of additional columns is shown. Click on a column from the pop-up list to mark it as selected.
  4. The pop-up list remains open to allow you to select multiple columns to add to your list view.
  5. Click into main list view to close the menu (or press the ESC key twice to close the menu).
  6. The columns selected are now shown within the list.
ClosedRemoving columns

To remove a column from the list:

  1. Right mouse click and select 'Optional Columns'.
  2. Click on the name of the column you want to remove in the pop-up list.
  3. The pop-up list remains open to allow you to remove multiple columns.
  4. Click into the main list view to close the menu once finished.
  5. The columns have been removed from the list.
ClosedSelect all Optional Columns

Use this option to quickly add all the available optional columns to the list. Right mouse click within the list, and select 'Select all Optional Columns' from the menu.

Tip: Want to export all the project columns to MS Excel®? Open Projects List and right mouse click and 'Select all Optional Columns' option. Once all the columns are displayed then choose to Export the list. Locate Export the List to MS Excel® to learn more.

ClosedReset Optional Columns

Use this option to return to the default list view. Right mouse click within the list, and select 'Reset Optional Columns' from the menu.

Define the default list view

Choose which list filter is applied by default when you open the function. NEW 4.8

A default layout is a great way to get the list to open in your most commonly used view. This feature is available within Projects List, Contacts List, Personnel List, and Invoice Maintenance List.

ClosedSave your favourite list view
  1. Open the list and choose the standard list view you want to apply.
  2. Right mouse click in the list and select 'Set this view as the default' option.
  3. The next time you re-open the list, the list will default to show the filter you selected including the additional columns you might have added.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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