Configure Columns for the Company Equipment Tool

Objective

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

Things to Consider

• Required User Permissions

Steps

1. Navigate to the company's Equipment tool.
2. Click the table settings  icon to configure what data is displayed in the table.
   1. Move the toggles  ON or  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 the desired location using a drag and drop operation.
4. To sort columns, click the column. Click again to switch between ascending or descending order:
   • Ascending
   • Descending
5. To configure your column view, 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.

See Also

• Search, Sort, and Filter Equipment in the Company Equipment Tool