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Procore (en-GB)

Manage Rows & Columns in the Client Contracts Tool

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options

Objective

To manage the rows and columns in the project's Client Contracts tool. 

Background

If you want to show, hide, group, sort or size the columns in the Contracts table in the project's Client Contracts tool, there are a variety of operations you can use to organise your project's client contracts. 

Things to Consider

  • Required User Permissions:
    • To manage rows and columns, 'Read Only' level permissions or higher on the project's Client Contracts tool.

Steps

Manage Table Settings

You can adjust row height and show/hide columns using the Table Settings options. First, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the table. This reveals the Table Settings pane on the right side of the web page. To close the Table Settings pane, click the 'x' in the top-right corner.

open-table-settings.png

Row Height

Under Row Height, choose the Small, Medium or Large option button. Procore's default setting is Medium.
ag-grid-resize-table-rows.png

Configure Columns

To choose the columns to show and hide, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the table. This reveals the Table Settings pane on the right side of the web page. Under the Configure Columns area, move the toggle to the right to turn the column display ON. Procore's default setting is to show all available columns. 

 Note
The Number (#) column is required. You cannot hide it.

ag-grid-toggle-table-columns.png

Other options in the Table Settings area include:

  • To hide a specific column, remove the mark from the desired tickbox. 
  • To show all of the available columns, click the Select All link. 
  • To restore Procore's default column settings, click the Reset to Default link.

Manage Columns

Adjust Column Width

To adjust the width of a single column, hover your cursor over the right border of a column heading until the resize handle icon-ag-grid-table-column-resize.png icon appears. Then drag the handle to the left or right to set the desired column width. If you press the SHIFT key while holding down the resize handle, a blue outline appears over the active column to help you see your column adjustment.

ag-grid-resize-table-columns.png

Arrange Columns

To move a column to another position in the table, click and hold the desired column's heading. Then use a drag-and-drop operation to place in the position you want.

Sort Columns

To sort the table's data by a specific column, click any column heading to reveal a BLUE arrow to adjust the sort order of the table.

ag-grid-sort-table-columns.png 

Icon Sort Order Additional Information
icon-ag-grid-sort-ascending.png Ascending To reset your columns, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then choose Reset Columns from the drop-down menu.
icon-ag-grid-sort-descending.png Descending 

Group Columns 

Some columns let you group your table's data. Columns that can be grouped contain a grouping option in the More drop-down menu.

ag-grid-group-table-options.png

To learn about the other options in this menu see the More Menu below. 

Column Grouping Options

Simply hover your mouse cursor over one of these columns until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the ellipsis and select the column grouping option of your choice. You can apply multiple grouping options to your table. 

Column Name Column Grouping Option  Details
MC/Client Group by MC/Client Groups client contracts by the 'MC/Client' designated in each contract. See Create Client Contracts.
Status Group by Status Groups purchase orders and subcontracts by status. To learn more, see What are the default commitment statuses in Procore?
Executed Group by Executed Groups client contracts by their state: Yes (executed) or No (not executed). See Edit a Client Contract.
Additional Grouping Options

After you apply your grouping options, a drop-down menu appears above the table. This menu lets you add, remove, arrange and reset your table's filters. 

  • To change the row group order, grab a group label by its Reorder Grip icon-reorder-grip.png and drag it into the desired position.
    ag-grid-reorder-table-grouping-filters.png
  • To remove a single option, click the 'x' next to the option to remove.
    ag-grid-remove-table-grouping-filter.png
  • To apply an available filter, click the grouping option highlighted in GREY.
    ag-grid-apply-table-grouping-filter.png
  • To restore Procore's default settings, click Reset in the drop-down menu.
    ag-grid-reset-table-grouping-filters.png

Overflow Menu

To open a drop-down menu with additional column options, hover your cursor over the right side of a column heading until a vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png to reveal an Overflow menu with the additional options. The options are pictured below.

ag-grid-view-more-table-options.png

Pin Column

To keep data columns in the table from moving when you scroll, you can pin a column to freeze it in place. To do this, hover your cursor over the right side of a column heading unit the vertical ellipsis icon-ellipsis-options-menu.png appears. Next, click the vertical ellipsis icon-ellipsis-options-menu.png  and choose Pin Column. Then choose one of these options:

  • To pin a column on the left side of the table, choose Pin Left.
  • To pin a column on the left side of the table, choose Pin Right.
     Tip
    • Procore pins columns to the left or right side of the page in the order columns are pinned.
    • You can rearrange your pinned columns by dragging and dropping a column into the desired position. 
    • You can pin columns to both the left and right side of the table. 
  • To remove all pins, choose No Pin.

Autosize this Column

To automatically set the width of a column to match its contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize This Column option from the drop-down menu.

Autosize All Columns

To automatically set the width of all columns in the table to best match the contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize All Columns option from the drop-down menu.

Reset Columns

To reset the table's columns to Procore's default settings, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Reset Columns option from the drop-down menu. This resets all of your column settings to Procore's default settings.