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Procore (en-GB)

Customise the Column Display in the Directory Tool

Objective

To customise the columns in the Company or Project level Directory tool. 

Background

You can customise the columns in the Directory tool so it shows data that is relevant to you and your project.

Things to Consider

  • Required User Permission:
    • 'Read-Only' level permissions or higher on the Company or Project level Directory tool.
  • Supported Tabs:
    • You can customise the columns in the Users, Companies, Distribution Groups, Inactive Users, and Inactive Companies views. 
    • The 'Permission Template (Assigned)' column is hidden by default. To turn the column ON, follow the steps below.

Steps

  1. Navigate to the Company or Project level Directory tool.
    This reveals the Company Directory or Project Directory page. 
    Note: The actions shown in the animations below can be performed on both the Company Directory and Project Directory pages.
  2. On the right side of any of the views, click the vertical ellipsis (⋮).
  3. This opens the Show, Hide or Reorder Columns shortcut menu.
  4. Choose from these options:
    • Show a Column
      Place a check mark in the box next to column to show on the Directory page. The default setting is to show all available columns. 
      OR
    • Hide a Column
      Remove the tick from the box that corresponds to the column to hide on the Directory page. This immediately removes the column from the page. 

      show-hide-columns2.png

      OR
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list. This immediately moves the column into the specified position.

      reorder-column3.png

      OR
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu. 

      reset-to-default-column2.png
       
    • Set the Row Height
      Click one of the available Row Height icons to set the relative height of the rows in the table. 

      adjust-row-height2.png
       

See Also