You can personalize most overviews in Rentman by adding and removing columns. You can also sort or group elements on the base of a column to focus on the information you really need.

In this article, we will explain how to do this.

Add a column

There are two ways to add a column: 

Option 1: 

    1. In a module, hover with your mouse over a column to see the following icon appear more_vert 
    2. Click on more_vert 
    3. Select + Add a column
    4. Choose a variable ( each variable with ">>" opens up to other variables).
    5. Click on Add

Option 2: 

      1. In a module, click on the gear icon the top left of the grid. 
      2. Click on edit columns 
      3. Select here the columns that you want to add to your overview. 

Hide a column

      1. In a module, hover with your mouse over a column to see the following icon appear  more_vert 
      2. Click on more_vert 
      3. Select 'Hide column'.

Sort your columns

      1. In a module, hover with your mouse over a column to see the following icon appear more_vert 
      2. Click on more_vert 
      3. Select 'Sort ascending' or 'Sort descending'.

Now, next to the column name you'll see an icon that shows if you're sorting ascending or descending on that column.

You can also add more layers of sorting. So, for example, you can sort on the date first, then on the project total price, and finally on the project type. When you do this, you will see a number next to the sorting icon to show the layer.

Group/ungroup your columns

You can group elements on the base of a column to divide the more clearly.

      1. In a module, hover with your mouse over a column to see the following icon appear more_vert
      2. Click on more_vert
      3. Select 'Group' (or 'Ungroup').

Resize your columns 

You can adjust the width of your column to match the length of the content of this column. You can do by following the following steps:

      1. In a module, hover with your mouse over a column to see the following icon appear more_vert
      2. Click on more_vert
      3. Select "Adjust width to content"  

Pin your columns

You can pin columns to the left or the right of the screen, to keep better track of what element you're looking at while moving horizontally. By default, this feature is switched off, but can be activated in the user settings.

To activate: 

  1. Click on your username in the top right corner of your workspace. 
  2. Click on palette Display settings 
  3. Select "On" to activate 

Please note that you can switch back to the "regular" mode at anytime by following the steps above and switching this feature "Off".

Upon activation, use the function in any module with the following steps: 

  1. Hover your mouse over a column header and click more_vert
  2. Select lock 'Pin left' or 'Pin right' (or 'Unpin'). 

Create column sets 

Column sets allow you to organize the information on your screen for each step in the planning process. You can for example decide to separate financial and logistic information, or create column sets based on the specific phase of your project. 

Column sets are unique per view, but can be easily made public and by this be shared amongst the team.  

    1. Navigate to the module for which you would like to set up a column set. 
    2. Set up your preferred column overview by adding, hiding, grouping, sorting your columns to your grid. 
    3. Click on the gear icon at the top right of your grid. 

    4. (optional) If you do not wish to create your own column sets, you can also make use of the default views that you can find listed here. 

    5. Click on "Store column set" 
    6. Insert a name for your column set. 

    7. Select if you would like the column set to be available for just your workspace, or for all your other users connected to this workspace. Please note: your user role determines if you have the permission to create public column sets. 
    8.   Save   
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