Modifying the Elements List view

This guide provides essential instructions for navigating and customizing the Elements List view in Planon. It highlights the advantages of both Tree View and List View, showcasing how users can visualize relationships between orders and tailor their display preferences.

Jennifer Fullerton
14 steps
2 seconds

Dartmouth

Planonsoftware

Open Planon. <https://facilities.dartmouth.edu> Click "Technician work orders" from the navigation menu. Click "Work overview"

Click the "Orders" selection step.

Click on the in selection filters bar. Click "1.0 My Jobs"

Your assigned orders are displayed.

Tree View

Viewing order details in tree view displays the the following fields for each line: - Order type icon - Order status icon - Order status code - Order status description - Order number - Order Description - Property name - Reported on date - Requested completion date

This display is in "Tree View" All the fields are displayed in a concatenated list for each line.

Benefits of Tree View

**Allows you to see relationships between orders:** - **Children and Parent Orders** - **Related orders for other trades** Click on the icon for "Show Related" at the top of the elements list. Additional related orders will be displayed in grey text with greyed icons, indicating their relationship with the original orders displayed in your filtered list.

Switch from Tree view to List View

Click on the "hamburger" *(or club sandwich depending on your preference)* icon at the top of the elements list.

Tip! Hover the mouse over any icon to see its description displayed.

List View

The elements list is updated to a traditional table view.

Benefits of List View

**Resize columns.** Hover your mouse over the bar between columns until a double arrow curser is displayed. Click and drag to resize the column.

**Edit which fields are visible.** Click the "gear" icon at the top right of the elements list.

Click on the "eye" icons to view or hide columns.

Click the "gear" icon to close out of edit mode.

Note the eye icons disappear and those columns are now hidden.

Switching from List View to Tree View

Switch to "Tree View" by click the icon from the top of the elements list.