When browsing pages in Platinum Planner, you'll often notice a small gear icon near the search fields. This icon is a very useful, yet often overlooked, tool called Configure Grid Options. It allows you to add or remove columns in the grid to improve your view without displaying the entire item.
When you click on the icon, a dropdown menu appears with two options: Add/Remove Columns and Reset Grid To Defaults.
- Add/Remove Columns: This feature allows you to adjust the columns displayed in the grid.
- Reset Grid to Defaults: This resets the view to its default column configuration.
How to Add/ Remove Columns:
1. Click the Configure Grid Options button, then choose Add/Remove Columns. It is a gear icon next to Search.
2. The Column Chooser will appear in the bottom right corner of the page. This window allows you to modify the columns displayed in your grid. It contains additional fields that can be dragged and dropped into your table. The options you see will vary depending on the page you're viewing.
3. Locate the field you want to add to the grid by scrolling through. To add it, click the box and drag it between the two fields. Keep holding until you see the gray arrows above and below the middle of the box.
You can also remove columns from the grid. If there are columns that aren’t needed at that moment, you can drag the field from the grid and drop it into the Column Chooser to simplify your table.
Note: Your selections are saved with a cookie, so if you're on the same browser and device, the system will remember your settings. If you clear your cache and cookies or use a different device, you'll need to set your preferences again.