Customize the Column Display in the Observations Tool

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

• Required User Permissions

1. Navigate to the project's Observations tool.

2. Click the Configureicon above the list view table.

3. In the Table Settings side panel, configure the following options:

   • Row Height: Click Small, Medium, or Large to adjust the display density of the rows.

   • Configure Columns: Move the toggles ON or OFF to show or hide a column.

     Show/Hide Fields

     • #

     • Type

     • Trade

     • Assignees

     • Assignees's Company

     • Date Notified

     • Origin

     • Created By

     • Date Created

     • Due Date

     • Spec Section

     • Status

     • Priority

     • Location

     • Hazard

     • Contributing Behavior

     • Contributing Condition

     • Description

     • Distribution Members

     • Workflow

4. Optional: Click Reset To Default to revert the table back to Procore's default column layout.

5. Click the X to close the side panel. Your changes are automatically applied.

Customize Columns via the Column Header Menu

1. Navigate to the project's Observations tool.

2. Hover over a column header and click the vertical ellipsis .

3. Select from the following options to adjust your display:

   • Pin Column: Pin the column to the left or right side of the grid so it remains visible when scrolling horizontally.

   • Autosize This Column: Automatically adjust the column width to fit the longest text string in that specific column.

   • Autosize All Columns: Automatically adjust the width of all columns currently displayed in the grid.

   • Choose Columns: Opens a sub-menu to quickly toggle columns on or off.

   • Reset Columns: Reverts the grid back to the standard default column layout.