Skip to main content
Customize Grid

How to add or remove columns, freeze/pin columns or view a different period.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over 4 years ago

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.

Did this answer your question?