Working with the Table View

The Table View

The Table View is one of three view modes (Table, Kanban, Gantt) and provides a spreadsheet-like display of your workspace with its hierarchical lists of activities, deliverables, milestones, budget, expenses, participants, and all other properties accessible in the Workplan, Participants, Budget, and Expenses sections. This view starts as an empty table and populates as you add data to your workspace.

Similar to a spreadsheet, data here can be managed using filters, customisable columns, and collapsible rows of hierarchical data.

• Hierarchical data
• Fixed columns: Unique identifier and ID
• Customise columns
• Resize columns
• Sorting, searching, and adding filters
• Pagination
• Editing items and action menu
• Bulk editing operations
• Lookup budget/expense items
• Export table data
• Totals and sums
• Remembering your settings

Hierarchical data

In the Workplan and Participants tables, the hierarchy is indicated by a blue or orange triangle to the left of the listing in the ID column. Click the blue triangle to display the sub-level data, or the orange one to collapse it again.

Fixed columns: Unique identifier and ID

The leftmost column displays the unique identifier number provided by the system for each item. This number will be the same even when viewed from different screens.

The ID column shows IDs as defined in Settings > Customisation > ID Settings and allows you to fold or unfold branches for hiding/displaying sub-levels with the blue/orange triangle.

The unique identifier and ID columns stay in place as you scroll sideways through the table.

The leftmost column is also used for bulk editing: hover over the unique identifier number to show a checkbox, then tick the items you want to edit, or tick the box at the top of the column to select all items (see Bulk editing operations).

Customise columns

Columns can be shown, hidden, and reordered to suit your workflow. Click the Table Settings button (at the top right, next to the Export button) to open the Table Settings sidebar on the right side of the screen. The sidebar lists all columns available in the current view:

• Show or hide columns — Each column has a checkbox. Check it to make the column visible in the table; uncheck it to hide it. When you hide a column, any active filter on that column is automatically cleared.
• Reorder columns — Drag and drop columns up or down in the sidebar list to change their display order in the table.
• Search for columns — Use the search input at the top of the column list to quickly find a specific column by name. Non-matching columns are dimmed while matching columns remain fully visible.

You can see all the column options available with their definitions here.

Resize columns

You can adjust the width of individual columns by dragging the column border in the table header. A blue vertical line indicator appears during the drag to show the new position. In Budget and Expenses, a column can be between 80 and 500 pixels wide; in Workplan and Participants, between 50 and 800 pixels.

Sorting, searching, and adding filters

Sorting

Click on a column header to sort the table by that column. The first click sorts ascending, a second click sorts descending, and a third click removes the sort. A visual indicator in the column header shows the current sort direction. Hovering over a column header shows a short description of the column.

SmartFilter (Budget and Expenses)

Above the Budget and Expenses tables, a SmartFilter bar provides advanced filtering capabilities. Available filter types include:

• Text search — Searches across multiple fields simultaneously.
• Entity-based filters — Filter by Project, Activity, Participant, Cost Category, Cost Class, and more.
• Date range filters — Filter by start date, end date, or custom date ranges.
• Amount range filters — Filter by cost amounts.
• Report-based filters — Filter entries by report assignment.
• Tag filters — Filter by assigned tags.

Multiple filters can be combined to narrow down results. Active filters persist across sessions so you can pick up where you left off.

Filter options (Workplan and Participants)

In Workplan and Participants, click the Filter button at the top right to open the Filter options dialog. There you can filter by Project, Participant, Activity Type, Participant Type and Tag, or show only locked items. Click Apply to filter the table.

Pagination

At the bottom of the Budget and Expenses tables, a pagination bar lets you navigate between pages and choose how many items to display per page. Available page sizes are 15, 25, 50, or 100 items per page. Use the arrow buttons to move between pages, or click a page number to jump directly to it. Workplan and Participants show all items on one page, with the number of items at the bottom.

Editing items and action menu

Click on an item to open it in the sidebar and edit it. To see everything you can do with an item, hover over its row and click the … button at the right end of the row. The menu lists the actions available for that item, for example Edit, Add Sub-Activity, Add Event, Duplicate, Lock, Update Status, Track Time, Add Budget, Report Expense and Delete in the Workplan.

Bulk editing operations

Use the checkbox column (leftmost) for bulk operations. Click the checkboxes next to individual items, or click the checkbox at the top of the column to select all items on the current page. You can also select all entries across all pages.

In Budget and Expenses, a bulk action bar replaces the SmartFilter bar as soon as entries are selected. It shows how many items are selected and offers:

• Bulk edit of fields (Activity, Participant, Cost category, Personnel cost rate, Tags; in Expenses also Date, Report, No overhead and Not eligible)
• Bulk lock/unlock of entries (admin/manager only)
• Bulk delete with confirmation dialog

Lookup budget/expense items

Easily identify the budget or expense items behind a value in detail by using the lookup icon to find the budget and expense items that lead up to the total value shown. This option is available in the "Workplan", "Participants", and "Analytics" sections. Hover over a value and click the "Magnifier" icon - this will open either a budget or expenses table with the relevant items.

Export table data

Click the Export button at the top right of the table (next to the Table Settings button) to download your table data. Available export formats are:

• Excel (.xlsx) — Includes styled headers and formatted data.
• CSV (.csv) — Plain text format for use in other applications.

The export includes all currently filtered entries (not just the current page) with the columns that are currently visible. The exported file is named with the current date, time, and module name (e.g. 20260320_1415_Budget.xlsx).

Totals and sums

At the bottom of the table, a footer row displays aggregated totals (sums) for numerical columns, such as Budget and Expenses in the Workplan or the cost columns in Budget and Expenses. These totals update automatically when you apply or remove filters.

In the Workplan and Participants tables, numerical values of items at a higher level of the hierarchy show the sum of their sub-items, indicated with the symbol ∑.

Remembering your settings

All table settings — including visible columns, column order, column widths, sort order, current page, and items per page — are automatically saved in your browser. Each module (Workplan, Budget, Expenses, Participants) remembers its own settings independently. When you return to a table view, your previous layout is restored automatically.