Selecting Columns to Display and Sort

  1. Select Columns .

  2. Select the columns to display. Scroll to view all the columns.
    • State
    • Name
    • Customer
    • Account Rep
    • Amount
    • Phases
    • Due
    • Projected
    • Active tasks
    • Actual
    • Completed
    • Context
    • Disposition
    • Location
    • Planned
    • Process Type
    • Product Type
    • Progress
    • Started
    • Stopped
    Note: The State and Name columns are required and cannot be removed from a grid.
  3. Select Confirm to save changes and display the selected columns in the grid.

Note: Select a column heading to sort the column in a descending or ascending order.