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Interacting with Data Tables

Many of the platform’s modules use powerful and interactive tables to manage data. This section provides basic information on how to interact with these tables.
Most cost and settings tables are in a “locked” or “read-only” mode by default to prevent accidental data changes.
  • Activation: To enter or edit data, you usually need to activate Edit Mode (lock-open-variant-outline) by clicking the lock (lock-outline) icon, typically found in the top-right corner of the table.
  • Data Entry: While in edit mode, you can directly enter data or change existing data by clicking on the cells in the table.
  • Adding a New Row: When you start filling in the empty row at the bottom of the table, the system automatically adds a new empty row below it.
  • Saving: The data you enter is usually saved automatically.
In many tables, you can use the right-click menu to perform actions on a specific row.Common Right-Click Actions:
  • Delete Row: Permanently deletes the selected row (usually requires confirmation).
  • Export: Exports the data of the selected row to PDF or another format.
  • View Details: Opens a window with more details about the row.
Especially in complex tables like the Detailed Budget, you can customize which columns you see.
  • Manage Table View (table-eye): Clicking this icon opens a list of all available columns. You can instantly customize the table by selecting the columns you want to see and save this view for later use.
Go to a column header and move your mouse to the right edge of the header. When the cursor changes to a resize icon, you can click and drag to adjust the column’s width.
Authorization:
  • Edit Mode: A user’s ability to activate “Edit Mode” requires them to have “Edit” or higher permissions for that module.
  • Row Actions: The actions that appear in the right-click menu (e.g., Delete Row) vary depending on whether the user has the necessary permissions for that action.