Configure View for the Materials Tool

Things to Consider

Required User Permissions
Visible columns and column order are saved when you return to the page.

Steps

Navigate to the project's Materials tool.
Click any tab.
- Column Data
  1. Click the table settings icon to configure what data is displayed in the table.
  2. Move the toggles ON or OFF to show or hide a column.
    Show/Hide Columns for Adjustments
    Summary View
    Adjustment
    Adjustment Line Items
    Adjustment Status
    Created By
    Date Created
    Document State
    Line Item View
    Adjustment
    Adjustment Quantity
    Adjustment Reason
    Adjustment Status
    Adjustment Type
    Description
    Document State
    Item
    Labels
    Notes
    Storage Location
    Unit of Measure
    Show/Hide Columns for Defects
    Condition
    Defect Ticket
    Description
    Date Received
    Date Resolved
    Item
    Labels
    Last Updated
    Purchase Order
    Quantity
    Receipt
    Receipt Notes
    Resolution Notes
    Status
    Storage Location
    Unit of Measure
    Vendor
    Show/Hide Columns for Direct Issuing
    Date Created
    Direct Issue
    Direct Issue Line Items
    Direct Issue Status
    Document State
    Issued To
    Notes
    Show/Hide Columns for Inter Project Transfers
    Summary View
    Created By
    Date Created
    Document State
    Inter Project Transfer
    Transfer Line Items
    Transfer Status
    Line Item View
    Date Created
    Description
    Document State
    From Location
    Inter Project Transfer
    Item
    Labels
    Notes
    Pre-Transfer Condition
    Quantity
    Transfer Status
    Transfer To Project
    Unit of Measure
    Show/Hide Columns for Inventory
    Item View
    Date Created
    Description
    Item
    Labels
    Quantity Available
    Quantity Issued
    Quantity Ordered
    Quantity Received
    Quantity Required
    Unit of Measure
    Location View
    Description
    Item
    Labels
    Location
    Quantity Available
    Status
    Unit of Measure
    Show/Hide Columns for Orders
    Summary View
    Contract Delivery Date
    Date Created
    Description
    Order Line Items
    Order Status
    Order Type
    Purchase Order
    Vendor
    Line Item View
    Contract Delivery Date
    Date Created
    Description
    Estimated Delivery Date
    Item
    Labels
    Line Number
    Purchase Order
    Quantity Ordered
    Quantity Outstanding
    Quantity Received
    Quantity Shipped
    Status
    Unit of Measure
    Vendor
    Show/Hide Columns for Receipts
    Summary View
    Date Created
    Date Received
    Document State
    Purchase Order
    Receipt Line Items
    Receipt Status
    Receiving Location
    Received By
    Shipment
    Shipment Reference
    Vendor
    Line Item View
    Condition
    Date Created
    Date Received
    Document State
    Item
    Labels
    Purchase Order
    Receipt
    Receipt Line Items
    Receipt Status
    Receiving Location
    Received By
    Shipment
    Shipment Reference
    Storage Location
    Vendor
    Show/Hide Columns for Requirements
    Date Required On Site
    Description
    Document State
    Item Availability
    Line Items
    Requirements
    Scope Start date
    Scope End Date
    Status
    Show/Hide Columns for Shipments
    Summary View
    Date Created
    Delivery Location
    Document State
    Estimated Delivery Date
    Purchase Order
    Shipment
    Shipment Line Items
    Status
    Vendor Name
    Line Item View
    Date Created
    Delivery Location
    Document State
    Estimated Delivery Date
    Item
    Purchase Order
    Shipment
    Shipment Line Items
    Status
    Vendor Name
    Show/Hide Columns for Transfers
    Summary View
    Date Created
    Document State
    Transfer
    Transfer Line Items
    Transfer Status
    Line Item View
    Date Created
    Description
    Document State
    From Location
    Item
    Labels
    Post-Transfer Condition
    Pre-Transfer Condition
    Price
    Quantity
    Specification
    Supplier
    To Location
    Transfer
    Transfer Status
    Unit of Measure
- Column Order
  1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.
- Column Sort
  1. Click the column. Click again to switch between ascending or descending order:
    - Ascending
    - Descending
- Grouping
  - Group Inventory by Item or Location
    1. Click the Inventory tab.
    2. Click to group by Items or Locations.
  - Group by Summary or Line Items
    1. Click the Adjustments, Orders, Receipts, Requirements, Shipments, or Transfers tab.
    2. Click to show Summary by document or Line Items.
- Pinning and Sizing
  1. Click the vertical ellipsis for 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 reset the columns to the default settings.

Configure View for the Materials Tool

Things to Consider

Steps

See Also