Column Types and their Settings

A list of the column types with their description and settings for Enterprise Users managing or creating Procurement Schedules.

  • 19 Mar 2025
  • Knowledge

Article Body

You can configure the settings of a column either you created a template of your own or used a standard or a client specific template.
 

Column TypeDescriptionUsed CasesColumn Setting
Short TextCaptures small amount of information 
  • Has a limit of characters and is returned in a single line
  • Alphanumeric characters
  • Default column width is M.
  • Text is left aligned.
Long TextCaptures more amount of information
  • Comments
  • Descriptions
  • No limit of characters and wraps around according to the length of the text
  • Alphanumeric characters
  • Default column width is M.
  • Text is left aligned.
Single SelectAllows you to create a dropdown list of options and select only one option at a time
  • Contract Type
  • Risk Profile
  • Has an Add Option and can be deleted
  • No limit of the number of options that can be added
  • Default column width is M.
Multi SelectAllows you to create a dropdown list of options and select multiple options at the same time
  • Region
  • Has an Add Option and can be deleted
  • No limit of the number of options that can be added
  • Default column width is M.
DateAllows you to select the date and has an option to add into the weekly digest  
  • Date format is dd/mm/yyy.
  • Include this date in weekly digests - This allows you to receive a summary of packages and dates that are coming up for the week and is generated every Monday.
  • Default column width is M.
NumberCaptures numbers 
  • Allow decimals - This will show the numbers in decimal
  • Show as percentage - This will show the numbers in percentage
  • Show column SUM - This will show the sum of the numbers in the column located at the package group title.
  • Default Value - This allows you to set a standard interval between key dates and it is automatically populated based on the value you have set. Only applies to new packages.
  • Default column width is M.
  • Number is right aligned.
CurrencyAllows you to enter a symbol which will be displayed next to the numerical value

This is not tied to project currency.		 
  • Symbol - Enter the symbol in this text box and it will show up in the table as default. Default symbol is $ but this can be updated.
  • Allow decimals - This will show the numbers in decimal
  • Show column SUM - This will show the sum of the numbers in the column located at the package group title.
  • Default column width is M.
  • Currency is right aligned.
CalculationAllows you to calculate between two columns

Certain columns allow certain calculations.		 
  • First Column and Second Column - These are the columns to be calculated which should be preselected first before the Operator.
  • Operator - Select the required operator to perform the calculation between the columns. Default symbol is + but this can be updated. 
  • Display as comparison - Positive value will be in green and negative value will be in red.
  • Show column SUM - This will show the sum of the numbers in the column located at the package group title.
  • Default column width is M.
  • Calculation is right aligned.
CategoryAllows you to add categories enabled for your organisation to a package 
  • Default column width is M.
Package GroupAllows you to switch packages between package groups 
  • Required column
  • Default column width is M.
Package StatusDescribes the status of a package

There is a standard status used but can be configured.		 
  • Required column
  • You cannot change the status of a package if required columns are not populated.
  • Default column width is M.
Package OwnerAllows you to select a user as the owner of the package 
  • Notify user when added to a package - The user will be notified via email.
  • Send weekly digest - The user will receive a summary of packages and dates that are coming up for the week and is generated every Monday. 
  • Default column width is M.
RFQAllows you to add RFQs 
  • This is a hyperlink to the RFQ.
  • Default column width is M.
RFAAllows you to recommend vendor for award

This is an internal approval process which includes the basic information of the package and the value of the award to be approved by managers before the contract is executed.		 
  • This is a hyperlink to the RFA.
  • Default column width is M.
UserAllows you to select one or multiple users and assign tasks

This is a list of users in the organisation.		 
  • Notify user when added to a package - The user will be notified via email.
  • Send weekly digest - The user will receive a summary of packages and dates that are coming up for the week and is generated every Monday.
  • User is Single Select. To add multiple users, add multiple columns.
  • Default column width is M.
VendorAllows you to select a vendor 
  • Default column width is M.
ContractThis is a list of contracts. 
  • Default column width is M.
LookupAllows you to pull information from an object based on a certain field 
  • Entity Column - This is the object where you would need the information.
  • Field - This is where the information is pulled.
  • Default column width is M.
Title
Column Types and their Settings
Last Published Date
19/3/2025, 6:51 am
URL Name
Column-Types-and-their-Settings
3. Sourcing3. Procurement SchedulesOrganisation

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