Filter and Group

Use the filter icon to arrange efficient views of your data. Create clear and legible reports in Cost Management.

Note: Make sure the column that you want to filter or group by is enabled from the table view. Click the icon to show or hide columns.

Filter Items and Make Presets

Use the Filter and Group tool to locate specific items in the table. You can save your filters for quick access as well.

To use the Filter and Group tool:

1. Click the filter icon to open the Filter and Group panel.

   

2. In the panel, use the Filter Items By drop-down list to select:

   1. Column
   2. Operator
   3. Value

   The column, operator, and value combination produce a unique filter of budget items.

3. Click Save Current View in the Default view drop-down list to name and save the filter for future use.

   

You can always remove the presets later by hovering your cursor over the preset name and clicking the trash can icon .

Group Items

To group budget items by column or segment:

1. Click the filter icon to open the Filter and Group panel.
2. In the filters panel, use the Group Items By drop-down list to select one or more column or segment to group by.