Change grid layout in Job Details

Article • 4/27/2026 • 4 min read

The Job Details - <job number> page has tools that help you to modify the layout, and then export job-order data.

By changing the layout of the grids, you can control the visibility of the grids’ columns, and format the rows and cells of the grids. You can then save a layout and load it to see a custom view of the grids.

Export a job order’s data to a Microsoft Excel workbook. The workbook stores the grid data of the Materials, Labor, and Sub Contracting sections in respective worksheets.

To save layout of grid

  1. Open a Job Details - <job number> page.

  2. Perform one or all of following:

    » In the required grid, change the visibility of the required columns.

To change a column’s visibility, click the three lines at the right of a column’s header. Click the grid icon, and then select or clear the check box of a column’s name to show or hide the column.

» Apply the required formatting to the grids.

For more information, see To apply formatting to grids in the Job Details -<job number> page.

  1. On the toolbar, go to Layout, and click Save. The File Name window appears.

  2. In the File Name box, enter a name for the layout.

  3. Click Save.

Made2Manage saves your file with the .jobdetail extension.

A message, Would you like to make this layout as the default layout for all future job detail views? appears.

  1. Click Yes to make the layout a default layout.

Click No to make the layout a non-default layout.

To edit the saved file, load it, make the required changes, and save it with the same file name. If you receive a message that says, A file with this name already exists.What would you like to do? click Replace.

To load layout of grid

  1. Open a Job Details - <job number> page.

  2. On the Toolbar, go to Layout, and click Load. The Load Layout window appears.

    » In the File Name column, select the required file name, and click

    OK.

    Or

    » In the File Name column, double-click the required file name.

    Made2Manage applies the layout to the grids in the Job Details - <job number> page.

To apply formatting to the grids in the Job Details - <job number> page

  1. Open a Job Details - <job number> page.

  2. On the Toolbar, go to Appearance, and click Edit Formatting. The Job Analysis Formatting Options window appears.

  3. Perform one or all the following:

    » In the Row Formatting Options section, perform one or all the following to format rows:

    ≡ In the Alternate Row Color section, click the Background Color dropdown, and from the color picker select a color for the background of alternate rows.

    ≡ In the Alternate Row Color section, click the Font Color arrow, and from the color picker select a color for the font of alternate rows.

Ensure to select theEnable highlight row using the Alternate Row Color checkbox to display the selected color on alternate rows.

» In the Conditional Formatting Options for Columns section, perform one or all the following to conditionally format an existing column’s cell under the Summary Grid (Top right), Materials Grid, Labor Grid, and Sub-Contracting Grid sections. You can also add a new row for a column by clicking New:

≡ Under the **Column**, click a cell, and from the list select a column name to format.

≡ Under the **From Value** column, click a cell, and enter a starting value for the column to format.

≡ Under the **To Value** column, click a cell, and enter an ending value for the column to format.

≡ Under the **Background Color** column, click cell dropdown, and from the color picker select a color for the background of the column’s cells.

≡ Under the **Font Color** column, click cell dropdown, and from the color picker select a color for the font of the column’s cells.

≡ Under the **Use as Filter** column, select the checkbox to use the column’s formatting as a filter.

≡ Under the **Action** column, click the Delete icon to delete the row containing a conditionallyformatted column’s para- meters.

4. Click OK.

To show formatting on grids inJob Details - <job number> page

  1. Format the grids in a Job Details - <job number> page

  2. On the toolbar, go to Appearance, and click Show Formatting.

Made2Manage shows the formatted rows and conditionally-formatted cells in the grids under the Summary, Materials, Labor, and Sub Contracting sections.

To clear the formatting, on the Toolbar, go toAppearance, and click Show Formatting again.

To apply formatting filter in Job Details - <job number> page

  1. Format the grids in a Job Details - <job number> page

  2. On the toolbar, go to Appearance, and click Filter By Formatting.

Only the conditionally formatted rows appear in the grids.

To clear the filter, on the toolbar, go toAppearance, and click Filter By Formatting again.

To export job order’s grid data to Microsoft Excel

  1. Open a Job Details - <job number> page.

  2. On the toolbar, click Export To Excel.