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Customise the Column Display in the Tendering Tool

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Objective 

To customise the columns in the project's Tendering tool.

Background Edit section

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

Things to Consider Edit section

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Tendering tool.

Steps 

Tender Management Enhanced Experience 

Adjust columns in a Tender Package Edit section

  1. Navigate to the project's Tendering tool.
  2. Click the tender package.
  3. From the 'Bidding' tab, click the table settings icon-ag-grid-table-filter-menu.png icon to configure what data is displayed in the table.
    1. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide a column. 
      The following fields are available:
      • Tenderers
      • Tender Status
      • Tender Amount
      • Tender Recipients
      • Notes
      • Last Activity
      • Tender Recipient Phone
      • Tender Recipient Email
      • Business Classifications
      • Company Rating
      • Jobsite Proximity
         Limited Release

        The following fields are available for users with the Tendering + COMPASS integration in the United States and Canada:

        • Qualification Status
        • Qualification Expiration Date
        • Single Limit
        • Aggregate Limit
  4. To configure the column order, click and hold the column header. Then move it to the desired location using a drag and drop operation.
  5.  If the column is available for sorting, click the column header. Click again to switch between ascending or descending order:
    • icon-ag-grid-sort-ascending.png Ascending
    • icon-ag-grid-sort-descending.png Descending
  6. To configure your column view, click the vertical ellipsis icon-ellipsis-vertical.pngfor the column and select from the following options:
    • Pin Column: Click to pin the column to a specific side or remove the pin. 
      • Pin Left
      • Pin Right
      • No Pin
    • Autosize This Column: Click to automatically adjust the size of this column. 
    • Autosize All Columns: Click to automatically adjust the size of all columns. 
    • Reset Columns: Click to reset the columns to the default settings.

Adjust columns in a Tender Form 

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the tender form you want to view. 
  5. Click the vertical ellipsis icon-ellipsis-vertical.pngicon in the 'Items' or 'Description' column. 
  6. Select from the following options:
    • Pin Column: Click to pin the column to a specific side or remove the pin.
      • Select from the following: 
        • Pin Left
        • Pin Right
        • No Pin
    • Autosize This Column: Click to automatically adjust the size of this column. 
    • Autosize All Columns: Click to automatically adjust the size of all column. 
    • Reset Columns: Click to rest the columns to the default settings.

Legacy Tender Management Experience 

 Legacy Content
This is a legacy experience. Learn more about the Enhanced Tender Management Experience. 
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
    This reveals the Tender List.
  3. In the Tender List tab, click the vertical ellipsis icon. 
    This opens the Show, Hide or Reorder Columns shortcut menu.

  4. Choose from these options:
    • Show a Column
      Mark the tickbox next to a column to show on the Tender List page.
    • Hide a Column
      Remove the mark from the tickbox that corresponds to the column to hide on the Tender List page.
    • 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.

reorder-column.png

  • Restore the Default Settings
    Click the Reset to Default link at the top of the drop-down menu to restore to the original column settings.

See Also