Procurement Schedule Views

Last updated September 20, 2023
Written by Princess Luzadas

Procurement schedule views are established in connection with a specific project, and each project can have its distinct set of views.

Procurement schedule views help you to create quick access to the most commonly used configurations of procurement schedules. It helps you to navigate faster, find information faster and allows you to focus on what is important in a specific task.

What constitutes a view

A procurement schedule view is a collection of hidden fields where you can filter and sort packages, and save the filters and sorts you applied in the view.

Creating a view

There are two ways to create a view:

  • Default views for a template
    • View creation is handled on a template. This will pre-create the views for the template.
  • Insert views that are customed for the project directly for a certain project
    • This is done via database. You need to reach out to the Project Delivery team to create the views.

  • All views visible in a project are visible to all users who can access the procurement schedule.
  • Clicking the View full table will show all the fields in the table unfiltered and unsorted.

It is recommended to configure standard default views for a template to avoid modifying views frequently.

Editing and deleting a view

Since there is no UI to create views, editing and deleting views can also be done upon reaching out to the Project Delivery team.

  • Deleting a column while in a view will delete the column from the entire procurement schedule.
  • Adding a column while in a view will save the column to the current view and not to any other views.
  • Moving a column will be reflected across all views and not to a specific view.
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