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(BETA) Customize the Column Display in the Directory Tool

This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To customize the columns in the Company or Project level Directory tool. 

Background

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

Things to Consider

  • Required User Permission:
    • 'Read-Only' level permissions or higher on the Company or Project level Directory tool.
  • Supported Tabs:
    • You can customize the columns in the Users, Companies, Distribution Groups, Inactive Users, and Inactive Companies views. 

Steps

  1. Navigate to the Company or Project level Directory tool.
    This reveals the Company Directory or Project Directory page. 
    Note: The actions shown in the animations below can be performed on both the Company Directory and Project Directory pages.
  2. On the right side of any of the views, click the vertical ellipsis (⋮).
  3. This opens the Show, Hide, or Reorder Columns shortcut menu.
  4. 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. 

      cd-show-column.gif

      OR
    • 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. 

      cd-hide-column.gif

      OR
    • 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.

      cd-reorder-columns.gif

      OR
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu. 

      cd-reset-default.gif

 

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