Search and Filter Direct Costs in the Direct Costs Tab

Background

Beta

This content is for participants in the Project Financials: Company Direct Costs beta program.


The search feature helps you find a direct cost or group of direct costs that contain information matching your keyword search. You can also apply filters to narrow the items in view.

Things to Consider

Required User Permissions

Steps

  1. Navigate to the Company level Direct Costs tool.

  2. Use the quick filters for fast access to common filter options:

    • In the search box, enter your search term. Then press ENTER on your keyboard.

    • Approval Status ( Approved, In Review and Revise & Resubmit)

    • Select a column to group ( Vendor and Project )

  3. Locate the Filters option above the Direct Costs table.

  4. Click Filters to open the Filter panel on the left side of the page.

  5. You can search by the following fields:

    • Approval Status ( Approved, In Review and Revise & Resubmit)

    • Payment Status ( Paid, Unpaid and Partially Paid)

    • Project

    • Received Date

    • Vendor
      Note : To clear filters, click the Clear All Filters option.

  6. Click the Close icon (x) icon in the Filters panel.  The selected filters remain applied when you close the pane. 



See Also

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