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Procore

Customize the Column Display in the Observations Tool

Objective

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

Background

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

Things to Consider

  • Required User Permissions: 'Read Only' level permissions or higher on the project's Observations tool.

Steps

  1. Navigate to the project's Observations tool.
  2. In the display table, click the vertical ellipsis  icon-ellipsis-options-menu.png  icon.

    customize-column.png
     
  3. Choose from the following options:
    • Show a Column
      Mark the checkbox next to a column name you want to show display on the tool's list page.
    • Hide a Column
      Unmark the checkbox next to the column name you want to hide on the tool's list page.
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞) and drag and drop the column name to the desired location in the list.
    • 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.