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Procore (en-CA)

Customize the Column Display in the Tendering Tool

Objective

To customize the columns in the project's Tendering tool.

Background

You can customize the columns in the Tendering tool so it shows data that is relevant to you and your project. 

Things to Consider

  • Required User Permission: 'Read-only' level or higher on the project's Tendering tool.

Steps

  1. Navigate to the project's Tendering tool.
    This reveals the Tender List.
  2. In the Tender List sub tab, click the vertical ellipsis (⋮).
    This opens the Show, Hide or Reorder Columns shortcut menu.

    customize-column.png
  3. Choose from these options:
    • Show a Column
      Place a check mark in the box next to a column to show on the Tender List page.
    • Hide a Column
      Remove the check mark from the box that corresponds to the column to hide on the Tender List page.
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list.

      reorder-column.png
       
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu to restore to the original column settings.