To manage the rows and columns on the Subcontractor Invoices tab in the Company level Payments tool.
You can show, hide, group, sort, or size the columns in tables that appear in the Subcontractor Invoices and Disbursements tab of the Company level Payments tool, Depending on the tab you are using, you'll notice different table settings, options, and column configurations. However, the basic table functions operate similarly.
To learn how to work with filters, see Search for and Apply Filters on the Subcontractor Invoices Tab.
You can show/hide columns using the Table Settings options in the Payments tool. First, click the Table Settings icon on the top-right side of the data table. This reveals the Table Settings pane on the right side of the web page. To close the pane, click the 'x' in the top-right corner.
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. To learn about the available columns in each tab, see About the Company Payments Tool.
Other options in the Table Settings area include:
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 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 contracts 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. | |
Descending |
Some columns let you group your table's data. Columns that can be grouped contain a grouping option in the Overflow Menu.
The options in the Select a Column to Group drop-down list lets you apply these grouping options to your table.
Column Name | Column Grouping Option | Details |
---|---|---|
Invoice Status | Groups invoices by the available statuses | To learn about the available statuses, see What are the default statuses for Procore invoices? |
Company | Groups invoices by company | This option corresponds to the 'Contract Company' set on the commitment's associated with your company's invoices. See Create a Commitment. |
Project | Groups invoices by project | This option corresponds to the 'Name' field under 'Project Information' in the General tab of the Project Settings in each project's Admin tool. See Change the Name of a Procore Project. |
Billing Period | Groups invoices by billing period | This option corresponds to the billing periods in your company's Procore projects. Billing periods are created in the Project level Invoicing tool. See Manage Billing Periods. |
Contract | Groups invoices by each commitment contract | This option corresponds to the purchase orders and subcontracts created in the Project level Commitments tool. See Create a Commitment. |
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 groupings.
To open a drop-down menu with additional column options, click the vertical ellipsis to reveal an Overflow menu with the options detailed below.
The Overflow menu includes these options:
To keep data columns in the table organized by Procore project, select the Group by Project option
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 automatically set the width of a column to match its contents, click the vertical ellipsis and select the Autosize This Column option from the drop-down menu.
To automatically set the width of all columns in the table to best match the contents, click the vertical ellipsis and select the Autosize All Columns option from the drop-down menu.
To automatically set the sort order of the column, click the vertical ellipsis and select Sort By This Column. Then choose one of these options:
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 the default settings.