How do I use the Select Columns button to change a view in the Optimizer?

The Select Columns button is used to add or remove columns from a view within the Optimizer. This lesson covers using the Select Columns button to add the Planned Benefits column to the current view and then saving the view.

1. Click the View Tab

  • Click the View tab.

2. Click Select Columns

  • Click Select Columns.

3. Check the Boxes to Display

  1. Check the boxes to be displayed (uncheck those you wish to remove from the view).
  2. Click OK.

4. View the Added Column(s)

  • View the added column(s).

5. Save the View

  • Click Save View.

6. Enter a Title

  1. Enter the Title of the new view.
  2. If desired, check the available options.
  3. Click OK.

7. Confirm Saved View is Displayed

  • The saved view is displayed in the Current View box.



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