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Procore

Manage Rows & Columns in the Prime Contracts Tool

Objective

To manage the rows and columns in the project's Prime Contracts tool. 

Background

If you want to show, hide, group, sort, or size the columns in the Contracts table in the project's Prime Contracts tool, there are a variety of operations you can use to organize your project's prime contracts

Things to Consider

  • Required User Permissions:
    • To manage rows and columns, 'Read Only' level permissions or higher on the project's Project Contracts tool.

Prerequisites

Steps

Manage Table Settings

You can adjust row height and show/hide columns using the Table Settings options in the project's Commitments tool. First, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the Prime Contracts tool's table. This reveals the Table Settings pane on the right side of the web page. To close the Table Settings pane, click the 'x' in the top-right corner.

open-table-settings.png

The Table Setting pane has these options:

Row Height

Under Row Height, choose the Small, Medium, or Large option button. Procore's default setting is Medium.

Configure Columns

To choose the columns to show and hide, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the contracts 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. 

 Note
The Number (#) column is required. You cannot hide it.

Other options in the Table Settings area include:

  • To hide a specific column, remove the mark from the desired checkbox. 
  • To show all of the available columns, click the Select All link. 
  • To restore Procore's default column settings, click the Reset to Default link.

Manage Columns

Adjust Column Width

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.

Arrange Columns

To move a column to another position in the table, click and hold the desired column's heading. Then use a drag-and-drop operation to place in the position you want.

Sort Columns

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 icon-ellipsis-options-menu.png appears. Then choose Reset Columns from the drop-down menu.
Descending 

Group Columns 

Some columns let you group your table's data. Columns that can be grouped contain a grouping option in the More drop-down menu.

To learn about the other options in this menu see the More Menu below. 

Column Grouping Options

Simply hover your mouse cursor over one of these columns until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the ellipsis and select the column grouping option of your choice. You can apply multiple grouping options to your table. 

Column Name Column Grouping Option  Details
Owner/Client Group by Owner/Client Groups prime contracts by the 'Owner/Client' designated in each contract. See Create Prime Contracts.
Status Group by Status Groups purchase orders and subcontracts by status. To learn more, see What are the default contract statuses in Procore?
Executed Group by Executed Groups prime contracts by their state: Yes (executed) or No (not executed). See Edit a Prime Contract.
Additional Grouping Options

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 filters. 

  • To change the row group order, grab a group label by its Reorder Grip icon-reorder-grip.png and drag it into the desired position.
  • To remove a single option, click the 'x' next to the option to remove.
  • To apply an available filter, click the grouping option highlighted in GRAY.
  • To restore Procore's default settings, click Reset in the drop-down menu.

Overflow Menu

To open a drop-down menu with additional column options, hover your cursor over the right side of a column heading until a vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png to reveal an Overflow menu with the additional options. The options are pictured below.

The Overflow menu includes these options:

  • Pin Column
  • Autosize this Column
  • Autosize All Columns
  • Reset Columns

Pin Column

To keep data columns in the Contracts 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 icon-ellipsis-options-menu.png appears. Next, click the vertical ellipsis icon-ellipsis-options-menu.png  and choose Pin Column. Then choose one of these options:

  • To pin a column on the left side of the table, choose Pin Left.
  • To pin a column on the left side of the table, choose Pin Right.
     Tip
    • Procore pins columns to the left or right side of the page in the order columns are pinned.
    • You can rearrange your pinned columns by dragging and dropping a column into the desired position. 
    • You can pin columns to both the left and right side of the table. 
  • To remove all pins, choose No Pin.

Autosize this Column

To automatically set the width of a column to match its contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize This Column option from the drop-down menu.

Autosize All Columns

To automatically set the width of all columns in the table to best match the contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize All Columns option from the drop-down menu.

Reset Columns

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 icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Reset Columns option from the drop-down menu. This resets all of your column settings to Procore's default settings.

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page .