Column and Row Management

Column Management

Expand Columns

You can expand a column as needed to see the entire title of that column by using the same method that you would in Excel. If you hover over the column, you will see that your cursor changes from the arrow to the width selector.

Move Columns

You can move a column from one place to another using drag and drop. If there are columns that you do not use, you can hide and unhide them from the view as needed.

Step by Step — Move Columns

  1. On the Change page, click on a column header, hold down the left mouse button and drag the column to the right. It appears raised with a shadow box.

    • Two black arrows will appear to guide you to the new column location

  2. Drop the column header where you want to place the column.

Sort Columns

You can sort any column by clicking once on the column header.

Step by Step — Sort Columns

  1. To sort a column, click on the column header.

    • A yellow up arrow appears on the column header indicating the column is sorted in ascending order

  2. Click the column header again and the column will sort in descending order.

    • The yellow arrow on the column header will now point down



  3. Click the column header again to remove the sort.

    • The yellow arrow disappears

Step by Step — Filter Columns

  1. From the Change page, click the inverted pyramid of the Type column header.

    • Depending on if the column rows are from a validated list, or a free text description, you will get a drop-down list to filter the columns

    • If the rows are from a free text, you will filter by selecting the required operator and entering a keyword

    • If the rows are from a validated list, you will filter by selecting the appropriate check box

    • The operators available for selection are: Contains, Is equal to, Is not equal to, Starts with, Does not contain, Is empty, Is not empty, Is not null, Is null, and Ends with

  2. Click on the filter icon next to Issue Name, and a validated list appears.

  3. Select Contains from the drop-down list, then click Filter and type in bolt.

    • The Issue Name column is filtered to bolt, and the register only displays Issue names with that contain bolt.

    • The filter pyramid icon displays yellow to indicate the column is filtered

  4. To clear a filter, click the Filter pyramid icon and select Clear.

Manage Row density

You can adjust the row density on the Issue log, PCO log, and CCO log. Click the Row density icon in the toolbar to select from Relaxed, Narrow, or Tight density.

Row density settings on a grid, such as the Pricing summary, are applied to any slide-out panels or dialog boxes accessed from that page.