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].
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:
- Users and roles
- Libraries
- Proposals and proposal templates
- The Pivot Grid
- The Estimate List
- Summary View
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