Overview:

Grid Management is used to modify the grid (or column) display of various pages within Workbench. Some fields are hidden by default, while others are required for the page to function. Column widths are also adjustable to your company's preference.

Please note that any changes made here are global and affect all users.

Screen Guide:

From the Screen Selection drop down menu, you will find a list of names that correspond to different pages within Workbench. These names will not be the same as the page itself but rather a system name. Some of these lists are used in multiple pages.

The Reset button will restore the selected list back to its defaults. This is useful if any changes you made had unintended consequences.

The Name column is the system label for the field, whereas the Display Name column is what you will see displayed in the actual page. The Display Name can be changed, although they are usually better left as the defaults to avoid confusion.

Hidden tick boxes, when ticked, will hide the corresponding column in the page(s) that it is linked to. It is recommended to hide columns only if you know exactly what they are for and to test the result before letting your users attempt to use the page being changed.

Changing the Width field will widen or shrink the column in the page. The numbers represent pixels. Note that it is recommended to keep the width of a page as concise as possible, as very wide screens will result in a horizontal scroll bar. Conversely, shrink the width too much and the DisplayName will be cut off.

Save must be clicked if you want to save any changes to the list that you made. Exiting or navigating away from the screen without saving will cancel all changes.

Grid	Screen - Element	Description

Grid	Screen - Element	Description
Activity Group List	Activity Groups
Activity List	Activities
AP Batch List		Deprecated
AP Invoice List	AP Invoice Enquiry
Approval List
BatchAP Credit	AP Credit Batch Entry
BatchAP Invoices	AP Invoice Batch Entry
Batch Entry List	Batch Payroll Batch Labour Journal Stock Return Batch Entry Job Receipting Batch Entry Subcontract Claims Batch Entry
Batch Job Receipts	Job Receipting Batch Entry
Batch Job Transactions	Job Adjustment Batch Entry Stock Issue Batch Entry
Batch Plant Issue	Plant Issue Batch Entry
Charge Type List	Charge Types
Company List	Companies
Company List Datasheets	Company popup - Datasheets tab
Contract Type List	Contract Types
Cost Category List	Cost Categories
Cost Schedule Procurement List	Docket Schedule popup - Procurement tab
Cost Sheet Fields
Cost Sheet Lines	Quote - Cost Sheet popup - Lines tab	For Activity Work Centre, and Cost Element input formats
Cost Sheet Revenue Lines	Quote - Cost Sheet popup - Lines tab	For Revenue Cost Element input format
Cost Sheet Revenue Popup Lines	Quote - Cost Sheet popup - Lines tab - Cost Lines popup	For Revenue Cost Element input format
Credit Card Approval
Credit Card My Transactions
Currency List	Currencies
Daily Diary Material		Deprecated
Daily Diary Plant External		Deprecated
Daily Diary Plant Internal		Deprecated
Daily Diary Stock Issues		Deprecated
Daily Diary Timesheet		Deprecated
Data Import Detail List	Data Import popup
Data Import List	Data Import List
Datasheet List	Datasheets
Datasheet Scheduling List	Datasheet Scheduling
Datasheet User List	My Datasheets
Daysheet Detail
Daysheet Entry
Daysheet List Job Outputs	Daysheet popup - Outputs tab
Daysheet List Plant	Daysheet popup - Plant tab
Daysheet List Timesheet	Daysheet popup - Timesheet tab
Discussion List	Discussions
Docket Entry Job Outputs		Deprecated tab
Docket Entry Plant		Deprecated tab
Docket Entry Timesheet		Deprecated tab
Document Register List
Expense Claim Admin Approve
Expense Claim Admin List
Expense Claim Approval
Expense Claim Approve By Location
Expense Claim Detail
Expense Claim Detail Line
Expense Claim List
Financial Company List
Forecast Adjustment
Forecast Labour	Job Contract - Forecast tab - Forecast Labour popup
Forecast Plant	Job Contract - Forecast tab - Forecast Plant popup
HR Allowances List
HR Employee List
HR Jobs History
HR tbl Assigned Allowances List
HR tbl Education List
HR tbl Family List
HR tbl Medical Report List
HR tbl Passes List
HR tbl Training List
Image Document List	Image Documents
Input Based Sales	Job Sales Invoice - Input / Output Based Sales	Get Sales for invoices of input or output based sales billing type
Inwards Goods List	New Inwards Goods
Job Budget Detail	Job Budget
Job Contract Bonds	Job Contract - Bonds tab
Job Contract Budget	Job Contract - Budget tab
Job Contract Claims	Job Contract - Claims tab
Job Contract Forecast	Job Contract - Forecast tab
Job Contract Receipts	Job Contract - Receipts tab
Job Contract Retentions	Job Contract - Dates tab - Retentions panel
Job Contract Schedules	Job Contract - Schedules tab
Job Contract User Dates	Job Contract - Dates tab - User Dates panel
Job Enquiry Details	Job Enquiry - Details tab
Job Enquiry Items	Job Enquiry - Items tab ?
Job Enquiry Orders	Job Enquiry - Orders tab
Job Enquiry Outputs	Job Enquiry - Outputs tab
Job Enquiry Revenue	Job Enquiry - Revenue tab
Job Enquiry Revenue Analysis	Job Enquiry - Revenue Analysis tab
Job Enquiry Summary	Job Enquiry - Summary tab
Job Enquiry Transactions	Job Enquiry - Transactions tab
Job Financials	Job Financials
Job Output Entry	Job Output Entry
Job Outputs		Deprecated grid
Job Scheduler	Job Scheduler - Gantt columns
Leave Management Admin List	Leave Administration
Leave Management Approval List	Leave Approval
Leave Management List	My Leave Requests
Leave Management Type List	Leave Types
Log Maintenance Internal Plant
Log Maintenance Job Outputs
Log Maintenance List	Service Logs
Log Maintenance Timesheet
My Approvals	My Approvals
Period End Maintenance	Period End Maintenance
Plant Budget Detail
Plant Enquiry Transactions	Plant Enquiry - Transactions tab
Plant Item List	Plant Items
Plant Item Rate	Plant Item popup - Plant Rate tab
Plant Rate Code List	Plant Rate Codes
PO Confirmation
Procurement Approval Field List
Procurement Approval List
Procurement Detail Field List	Job Procurement - Procurement tab	Procurement Layout setting is 'ProcurementDetailFieldList'
Procurement Detail List	Job Procurement - Procurement tab	Procurement Layout setting is 'ProcurementDetailList'
Procurement Summary List	Job Procurement - Summary tab
Production Measure List	Production Measures
Profit Centre List	Profit Centres
Purchase Order Detail	Purchase Order popup
Purchase Order List	Purchase Orders
Purchase Requisition Detail	Purchase Requisition lines
Purchase Requisition List
Quote List
Report List
Report Type List
Retention List
Revenue Forecast	Revenue Forecast
Sales Code List
Schedule Based Sales
Screen Control Parameters
Screen Permissions
Screen Settings
Service Desk Tablet List
Service Log Completion
Service Log Outputs
Stock Additional
Stock Category List
Stock Deliveries List
Stock Group List
Stock Issues
Stock Item List
Stock Receipts
Stock Requisition Edit
Stock Requisition List
Stock Returns
Stock Sub Category List
Sub Contract Claim	Subcontract Claim popup - Work Orders tab
Sub Contract Claim List	Subcontract - Claims tab
Subcontract Claims List	Subcontract Claims
Sub Contract List
Sub Contractor Claim
Sub Contractor Claim List
Subcontract User Dates
Tablet Time And Plant List
Timesheet Admin Approve
Timesheet Approval
Timesheet Approval List
Timesheet Approval Management
Timesheet Approval Management By Loc
Timesheet Approve By Location
Timesheet Daily	Desktop Timesheets	Daily format
Timesheet Daily Admin	Admin Timesheet Entry
Timesheet Group List
Timesheet Job Manager Approval
Timesheet List
Timesheet Weekly	Desktop Timesheets	Weekly format
Voucher Detail	AP Voucher popup - This Voucher tab
Voucher Docket Line List	AP Voucher popup - Docket Lines tab
Voucher Invoice Line List	AP Voucher popup - AP Invoice Lines tab	For an AP Voucher Credit
Voucher Line Scan Config	Image Documents - Lines Config popup	For system use in Lines Config popup; not to be managed in Grid Management
Voucher Line Scan List	AP Voucher popup - Scan Lines panel	For system use in Lines Config popup; not to be managed in Grid Management
Voucher List	AP Vouchers
Voucher Po Line List	AP Voucher popup - PO Lines tab
WO Required
WO Required External
Work Centre Group List
Work Centre List
Work Order Detail
Work Order Detail External
Work Order List
Work Order List External

Next Steps:

Once you have made modifications to the desired page columns, be sure to test the page to ensure that the changes are as you intended.

Related Pages:

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Grid Management

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