Columns

Customize columns according to your preferences from the Work plans/packages page. Changes you make to the placement of your columns will be retained the next time you access any page you have customized.

Move Columns

Drag and drop to move a column from one place to another to customize your view.

Move Columns

  1. On the Work plans/packages page, click on and hold a column header.

  2. Drag and drop the column in a new location.

Sort Columns

Sort in ascending or descending (both for alpha and numeric fields) order on any column by clicking one time on the column header.

Sort Columns

  1. On the Work plans/packages page, click on any column header to sort the column in ascending order.

    • Notice the yellow “up arrow" designating you are sorting in ascending order

  2. Click on a column header again (a second time) and the column will filter in descending order.

    • Notice the yellow arrow is now pointing down

Column Chooser layout

In quantity tracking, the Lock icon shows to the right of each column’s name in the Selected columns section of the dialog box. To lock a column's position, click the unlocked icon next to the column name. The unlocked icon changes to solid blue, and the column position cannot be moved.

Filter Columns

Filter columns as a way to see relevant information pertaining to your specific needs.

Filter Columns

  1. On the Work plans page, click the filter pyramid of any column header.

  2. In the resulting drop-down list, select an operator.

  3. In the first search box, enter a date.

  4. Click Filter.

    • The table now only shows items that qualify for your filter

    • Notice that the filter pyramid is now in yellow indicating that this column is filtered

  5. Select the filter pyramid again. Hover over Filter, then click Clear to remove your filter.

    6. Apply multiple rules to your filter. For example, setting a “Contains” or “Is equal to” filter for your column would allow you to bring in two distinct results at once.