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:
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- Select + Edit columns
- Select the variable(s) you want to add.
Rentman Tip: Use ">>" to go deeper into the variables list. Use the search function to look for different variables. - Save
Option 2:
- In a module, click on the gear icon the top right of the grid.
- Click on Edit columns
- Select the variable(s) you want to add.
Rentman Tip: Use ">>" to go deeper into the variables list. Use the search function to look for different variables. - Save
Hide a column
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- Select Hide column.
Sort your columns
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- 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 them more clearly.
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- 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.
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- 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:
- Click on your username in the top right corner of your workspace.
- Click on palette Display settings
- Select On to activate.
Please note that you can switch back to the regular mode anytime by following the steps above and switching this feature Off.
Upon activation, use the function in any module with the following steps:
- Hover your mouse over a column header and click more_vert
- Select lock Pin left or Pin right or Unpin.
Create column sets
Want to ensure that all your crew members see the same columns?
Column sets allow you to create and organize specific groups of columns that can be saved and used later on. For example, you decide to create separate standardized columns sets based on financial and logistic information. Your crew can also access these specific grouped columns by selecting it from the saved column sets.
Column sets are unique per view, but can be easily made public and be shared amongst your crew members if necessary.
- Navigate to the module for which you would like to set up a column set.
- Set up your preferred column overview by adding, hiding, grouping, sorting your columns to your grid.
- Click on the gear icon at the top right of your grid.
- (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.
- Click on + Save column set.
- Insert a name for your column set.
- 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.
Note: Your user role determines if you have the permission to create public column sets. - Save