Configure View for the Materials Tool

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 Tikcet

     • 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 Inventory

     • Item View

       • 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

       • Date Created

       • Description

       • Order Line Items

       • Order Status

       • Order Type

       • Purchase Order

       • Vendor

     • Line Item View

       1. Contract Delivery Date

       2. Description

       3. Estimated Delivery Date

       4. Item

       5. Labels

       6. Line Number

       7. Purchase Order

       8. Quantity Ordered

       9. Quantity Outstanding

       10. Quantity Received

       11. Quantity Shipped

       12. Status

       13. Unit of Measure

       14. 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

       • 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

       • 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.