Adding or removing columns

  • Navigate to the Pipeline grid and select Customize Grid form the menu bar.
  • Select to add or remove a column from the grid by selecting the relevant tick box.

Freezing/Pin columns

Freezing columns means they are always visible when scrolling to the right. Freeze columns as follows

  • Navigate to the Pipeline grid and select Customize Grid form the menu bar.
  • Apply a "Pin" to columns that you wish to freeze on the grid.

Viewing a different period

  • Scroll forwards/backwards either 1 or 12 months at a time by using the scrolling arrows in the menu bar of the grid.
  • Or select Customize Grid and use the date selector to pick a custom 12 month period instantly.

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