How to Create and Manage Columns

Last updated May 20, 2022
Written by Alex Moloney

Columns, also known as fields, allow users to enter and calculate details displayed within a procurement schedule. Columns are organised into groups and can be hidden and filtered.


Users will need the Edit Procurement Schedules permission to perform the following actions.


The first column cannot be edited or deleted by default.


Creating a column group

A column is automatically created when you create a column group. To create a column group:

  1. Click the plus icon beside the table. If there is already an existing column group, scroll to the right of the table until you see the plus icon
  2. Enter the Group name.
  3. Click Save.


Column groups are the ones located in the first row of the table.


Editing a column group

To edit a column group:

  1. Hover over the column group name.
  2. Click the small down arrow that appears on hover.
  3. Click Edit.
  4. Enter a new name.
  5. Click Save.


Creating a column

To create a column:

  1. Click the small down arrow in the column name.  
    • Insert Field to the Right - Select this to add a column to the right.
    • Insert Field to the Left - Select this to add a column to the left.
  2. A popup box will appear which will give you the option to Create new field or select a column name based on the available templates.


Columns are the ones located in the second row of the table. 


Editing a column

To edit a column:

  1. Click the small down arrow in the column name.
  2. Click Edit.
  3. Update the following based on your preference:
    • Name
    • Type
    • Size
  4. Click Save.


Reorganizing a column or column group

To reorganize a column or column group:

  1. Hover over the column title or column group title.
  2. Click the small down arrow that appears on hover.
    • Click Move Right from the dropdown menu if you want to move the column or column group to the right.
    • Click Move Left from the dropdown menu if you want to move the column or column group to the left.


You cannot move columns between column groups.


Deleting a column or column group

To delete a column or column group:

  1. Hover over the column title or column group title.
  2. Click the small down arrow that appears on hover.
  3. Select Delete from the dropdown menu.
  4. Click Submit to confirm the deletion.


  • Deleting a column will delete the data associated with the column for all packages in the schedule and there is no option to restore it. 
  • Deleting a column group will delete all columns within the column group.


Hiding a column or column group

To hide a column or column group:

  1. Hover over the column title or column group title.
  2. Click the small down arrow that appears on hover.
  3. Click Hide from the dropdown menu.


All columns under a column group will be hidden in the template.


Unhiding a column or column group

To unhide a column or column group:

  1. Click the Hidden Fields link beside the search bar.
  2. Enter the column title in the search bar.
  3. Click the checkbox to uncheck. The hidden column will appear in the template.


You can unhide one or multiple columns from a column group.


Refer to Column Types and their Settings for the list of column types.
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