Configure View for Materials Details Pages

Navigate to the project's Materials tool.

Click the materials tab.

Click the document in the relevant tab.
Note: You must be in the Summary view.

In the 'Items' section, configure your view.

• Column Data

  1. Click the table settings icon to configure what data is displayed in the table.

  2. Move the toggles ON or OFF to show or hide a column.
     

     Show/Hide Columns for Adjustments

     • Adjustment Reason

     • Adjustment Type

     • Description

     • Item

     • Item Condition

     • Labels

     • Line Number

     • Notes

     • Quantity

     • Unit of Measure

     Show/Hide Columns for Defects

     • Condition

     • Date Resolved

     • Description

     • Item

     • Labels

     • Line Number

     • Notes

     • Quantity

     • Receipt Notes

     • Resolution Decision

     • Resolution Notes

     • Status

     • Storage Location

     • Unit of Measure

     Show/Hide Columns for Direct Issuing

     • Description

     • From Location

     • Item

     • Labels

     • Line Number

     • Notes

     • Price

     • Quantity

     • Specfication

     • Supplier

     • Unit of Measure

     Show/Hide Columns for Inter Project Transfers

     • Description

     • From Location

     • Item

     • Labels

     • Line Number

     • Notes

     • Pre-Transfer Condition

     • Quantity

     • Unit of Measure

     Show/Hide Columns for Orders

     • Contract Delivery Date

     • Description

     • Estimated Delivery Date

     • Item

     • Labels

     • Line Number

     • Quantity Ordered

     • Quantity Received

     • Quantity Shipped

     • Receipt

     • Shipment

     • Status

     • Unit of Measure

     Show/Hide Columns for Receipts

     • Condition

     • Description

     • Item

     • Labels

     • Line Number

     • Notes

     • Quantity

     • Storage Location

     • Unit of Measure

     Show/Hide Columns for Requirements

     • Description

     • Item

     • Labels

     • Line Number

     • Quantity Available

     • Quantity Required

     • Status

     • Unit of Measure

     Show/Hide Columns for Shipments

     • Description

     • Item

     • Labels

     • Line Number

     • Quantity Received

     • Quantity Shipped

     • Receipt

     • Status

     • Unit of Measure

     Show/Hide Columns for Transfers

     • Description

     • From Location

     • Item

     • Labels

     • Line Number

     • Notes

     • Post-Transfer Condition

     • Pre-Transfer Condition

     • Quantity

     • To Location

     • Unit of Measure

• Column Order

  1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

• Column Sort

  1. Click the column. Click again to switch between ascending or descending order:

     • Ascending

     • Descending

• Pinning and Sizing

  1. Click the vertical ellipsis for the column. Then select from the following options:

     • Pin Column: Click to pin the column to a specific side or remove the pin.

       • Pin Left

       • Pin Right

       • No Pin

     • Autosize This Column: Click to automatically adjust the size of this column.

     • Autosize All Columns: Click to automatically adjust the size of all column.

     • Reset Columns: Click to reset the columns to the default settings.