Line items column management

The Line items register uses sections to group data. You can expand or collapse the columns and the column selector builder to choose the information you want to see.

You can choose between the standard grid and the enhanced single grid registers. The enhanced single grid register features faster loading and scrolling times, and collapsible sections that are color coded to their corresponding drill-down viewsets. The standard presentation, features collapsible sections that are in a light gray color. Delays in scrolling and loading might occur. Use the Line item single grid toggle at the top of the page to switch between the presentations. When the toggle is set to On, the enhanced single grid version shows. The toggle defaults to On.

The first section of the grid contains identifying information, including the line item ID, type, material ID, and description. The columns in the first section are stationary and cannot be collapsed. You can expand the columns until the section takes half of the screen area. After you have reached the maximum expansion, the scroll bar shows at the bottom of the section.

You can click the arrow in the column header of the other sections to expand or collapse that section. The Collapse icon for each section is floating, so it is always visible as you scroll. You can manually size columns, so you can see the information you want. To collapse all collapsible sections, click the double arrow in the first section.

The column management feature lets you rearrange grid sections, add or remove columns within the sections, and remove sections if they are not needed. Click the Manage columns icon in the toolbar to open the Column Selector Builder dialog box.

The Available columns section shows all columns that are available for each section. To add a section or column, select it, and then move it to the Selected Columns section. To remove a section or column, select it, and then move it to the Available columns section. You can also rearrange sections from the Column Selector Builder dialog box. To move a section, select it, and then use the arrows to move the section up or down. You cannot move columns between grid sections, except in the following instances:

• The Type, Material ID, and Description columns can be moved from the first section to the Details section.

• Any columns from the Details section can be moved to the first section.

Click Save to apply the changes. The changes are saved for as long as you are on the Line items page. To save the column arrangement as a view, expand the View drop-down menu, and then select Save view as.

When you open the Line items register, only the Details and Budget and commitment tabs show. You can add other sections and columns as needed. After you have added the sections or columns they remain in the view until they are removed, or you reset the defaults in the Column Selector Builder dialog box.