Can I customize the work area for a Worksheet?

Yes, you can customize the work area for a worksheet to optimize your workflow and improve efficiency.  

 

The following customizations can be used to create a view that best suits your needs.  

  • Expand/Collapse: Utilize the Expanded View and Collapsed View buttons to quickly hide or chow both the the Program Tree and Worksheet header sections, including the Worksheet tabs.
  • Grey divider bars: Simply drag or click the bars to manually resize the visible workspace or collapse the sections entirely. 
  • Full Screen Mode: Maximizes all available screen space and works in combination with the Expand/Collapse functionality.  
  • Compact Mode: Reduces row height and temporarily truncates record data, allowing more rows to be visible in the workspace. 
  • Column Preferences: Show or hide columns and customize the display to suit your specific preferences. 
  • Pinned Columns: Pin columns in place for quick reference so they remain visible as you scroll. 
  • Risk Management SuiteAdd visual highlights and cues based on applicable risk profiles and rules.
  • System Templates: Customize system templates to modify layouts, and configurations to suit your workflow. 

 

Note: User preferences persist indefinitely and will only revert to default values if the user changes the settings.