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Procore

Configure Columns for the Company Equipment Tool

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 In Beta
This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

Objective

To create equipment records in the company's Equipment tool.

Things to Consider

Steps

  1. Navigate to the company's Equipment tool.
  2. 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:
      • Name
      • Status
      • Serial Number
      • Current Project
      • Category
      • Type
      • Make
      • model
      • Year
      • Projects (count)
      • Ownership
      • Rate per Hour
      • Notes
  3. To configure the column order, click and hold the column header. Then move it to desired location using a drag and drop operation.
  4. To configure your column view, click the vertical ellipsis icon-ellipsis-vertical.pngfor the column. Then 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 column. 
    • Reset Columns: Click to rest the columns to the default settings.