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Procore Support (en-au)

Customise the Column Display in the Tendering Tool

Objective

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

Background

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

Things to Consider

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

Steps

  1. Navigate to the project's Tendering tool.
    This reveals the Tender List.
  2. In the Tender List tab, click the vertical ellipsis (⋮).
    This opens the Show, Hide or Reorder Columns shortcut menu.

    customise-column.png
  3. Choose from these options:
    • Show a Column
      Mark the checkbox next to a column to show on the Tender List page.
    • Hide a Column
      Remove the mark from the checkbox 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.
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