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Customise the Column Display in the Project Directory Tool

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Objective

To customise the columns in the Company level Directory tool. 

Background

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

Things to Consider

  • Required User Permissions
  • You can only customise the columns in the Users view. 
  • The 'Permission Template (Assigned)' column is hidden by default in the Project level Directory tool.

Steps

  1. Navigate to the Company or Project level Directory tool.
  2. On the right side of the header row, click the vertical ellipsis (⋮).
  3. Choose from these options:
    • Show a Column
      Place a check mark in the box next to column to show on the Directory page. The default setting is to show all available columns. 
    • Hide a Column
      Remove the checkmark from the box that corresponds to the column to hide on the Directory page. This immediately removes the column from the 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. This immediately moves the column into the specified position.
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu. 
    • Set the Row Height
      Click one of the available Row Height icons to set the relative height of the rows in the table. 

      adjust-row-height2.png
       
 In Beta

An updated version of the Project Directory is currently in beta and can be enabled in Procore Explore.

  1. Navigate to the Project level Directory tool.
  2. Click the the configure icon-ag-grid-table-filter-menu.png icon.
  3. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide a column.
  4. Click the X to close the menu.