Customize your Column View using Filters
You can change, reorder, and save your column views in each of your Project Financials grids using filters.
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.The Dashboard for the project appears.
- Select the Project Financials tab.
Select the filter button .
Your filter types display.
Select your filter(s) and either input necessary information or check each
check-box to your preferred view.
Note: All active filters display next to the filter icon.
Once you're finished, select the save button
- Name your view.
- Set the visibility to either private or public.
- (Optional) Set the view as default.
- Select Save.