Grid functions

Grids have a variety of functions to help you work quickly and efficiently. You can reorganize columns, sort and filter items, export data, and more.

Column header functions

Move columns

To move a column, drag it to the desired position.

Hide and show columns

To hide a column, drag the column header off the grid.

To select the columns to show, go to any column header and click . Then click and select the columns. The Selected and Name checkboxes are disabled because these columns are always shown.

Resize and autosize columns

To resize a column, drag the edge of a column header to the desired width.

To automatically resize columns, click and select Autosize This Column or Autosize All Columns.

Group data

To organize grid data into groups, go to a column header, then click and select Group By [Header Name]. To undo the grouping, select Un-Group by [Column Header].

Grouping is especially useful when you have numerous proposals in the proposal list.

Sort columns

Click a column header once to sort it in descending order. Click it again to sort it in ascending order. To sort a grid with prioritized columns, sort one column, then hold Shift and click a different column header. The number in each header indicates the column’s priority.

Filter columns

To filter the data that appears in a column based on specific criteria, click , then click and enter a filter. To remove a filter, delete what you entered.

Reset columns

To reset a grid to its original layout, go to any column header and click , then select Reset Columns.

Right-click functions

Most grids have a right-click menu with several common functions, and some grids have unique functions in the menu.

Try right-clicking grids while working with:

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