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Customize the Column Display in the Transmittals Tool

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Objective

To customize the columns in the project's Transmittals tool.

Background

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

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Transmittals tool.
  • Supported Tabs:
    • You can customize the columns in the Items and Recycle Bin tabs.
    • The columns Subject and # cannot be removed.

Prerequisites

Steps

  1. Navigate to the project's Transmittals tool.
  2. Click the vertical ellipsis (⋮).
  3. Choose from these options:
    • Show a Column
      Mark the checkbox next to a column to show on the Transmittals page. The default setting is to show all of the available columns. 
      OR
    • Hide a Column
      Remove the mark from the checkbox that corresponds to the column to hide on the Transmittals page. This immediately removes the column from the page. 

      show-hide-columns.png

      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.

      reorder-column2.png

      OR
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu to re-select all available columns.
      OR
    • Adjust the Row Height of the Table
      Click the desired Row Height button to adjust the row height of the table on the Transmittals page. 

      adjust-row-height.png