How to Create and Manage Columns

Last updated June 07, 2022
Written by Princess Luzadas

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, filtered, and sorted.


Users will need the Edit Procurement Schedules permission to create and manage columns.


  • The first column cannot be edited or deleted by default.
  • The first column is frozen by default.


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 template.


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

To reorganize a column:

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



You cannot move columns between column groups.


Deleting a column

To delete a column:

  1. Hover over the column name.
  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.


Hiding a column

To hide a column:

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



Unhiding a column

To unhide a column:

  1. Click the Hidden Fields link beside the search bar.

  2. Select the column name/s you want to unhide by clicking the checkbox to uncheck. You can also use the search bar to search columns and click the checkbox to uncheck. This will unhide the column.


The number in brackets showing in Hidden Fields link tells you how many columns were hidden.


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