Manage Rows & Columns in the Client Contracts Tool
Limited ReleaseThe Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
To manage the rows and columns in the project's Client Contracts tool.
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.
- Manage Table Settings
- Manage Columns
- Overflow Menu
Manage Table Settings
You can adjust row height and show/hide columns using the Table Settings options. First, click the Table Settings 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.
Under Row Height, choose the Small, Medium or Large option button. Procore's default setting is Medium.
To choose the columns to show and hide, click the Table Settings 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.
NoteThe Number (#) column is required. You cannot hide it.
Other options in the Table Settings area include:
- To hide a specific column, remove the mark from the desired checkbox.
- 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.
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 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.
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.
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.
|Icon||Sort Order||Additional Information|
|Ascending||To reset your columns, hover your cursor over the right side of a column heading until the vertical ellipsis appears. Then choose Reset Columns from the drop-down menu.|
Some columns let you group your table's data. Columns that can be grouped contain a grouping option in the More drop-down menu.
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 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|
|HC/Client||Group by HC/Client||Groups client contracts by the 'HC/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 and drag it into the desired position.
- To remove a single option, click the 'x' next to the option to remove.
- To apply an available filter, click the grouping option highlighted in GREY.
- To restore Procore's default settings, click Reset in the drop-down 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 appears. Then click the vertical ellipsis to reveal an Overflow menu with the additional options. The options are pictured below.
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 appears. Next, click the vertical ellipsis 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.
- 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 appears. Then click the vertical ellipsis 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 appears. Then click the vertical ellipsis and select the Autosize All Columns option from the drop-down menu.
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 appears. Then click the vertical ellipsis and select the Reset Columns option from the drop-down menu. This resets all of your column settings to Procore's default settings.