Pricing page organization tools

You can use the column grouping and column management features to customize the grid, so you can organize cost items for your business needs.

Group by column

When you add items to the Pricing page, they are added sequentially without grouping into categories. Use the Group columns feature to show columns grouped by cost pricing type, UOM, or pay item.

Step by Step — Group cost items by column on the Pricing page

Summary: Group by columns on the page when you want to see the cost items grouped by cost item type, UOM, or pay item, instead of sequentially.

Considerations: You can group by one column at a time. If you want to change the grouping, you must remove the column from the grouping area before adding a different column header.

  1. From the pricing page, click the Group columns icon. The grouping area (a gray bar) shows above the column headings.

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  2. Drag and drop the column header for the Cost pricing, Pay item, or UoM column to the grouping area. The image below shows the Cost pricing column header.

    The cost items show in labeled groups, including counts of the cost items in each group. The following image shows the cost items grouped by cost item pricing type.

What's next: You can use column filtering as needed to narrow the cost items in the grid.

Column management

Use the Column section builder to select and arrange columns in the Pricing page grid to show only the columns you need. To access the Column section builder, click the Manage columns icon in the toolbar.

The Column section builder lets you arrange columns by either using the directional arrows or with drag-and-drop editing. Transfer all to and Transfer all from directional arrows let you move all fields between the Available columns and Selected columns panels. You can use the drag-and-drop feature to move columns to and from the Selected columns panel and to change the column order. The Cost item description and WBS phase code columns are in the locked columns section. You can change the order of these columns within the locked section, but you cannot remove them from the locked section. You can drag and drop additional fields to the locked section or remove them as needed.

To return to the original layout, click the Reset to default button at the bottom of the Column selection builder.