Search for and Filter Columns

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Search Columns

• Filter Columns

Columns Page

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Select the Columns tab.

4. Enter a keyword in the Search box and click the search icon or press ENTER to search for columns.

Budget View Page

1. Follow the relevant steps to create or edit a budget view.

2. On the 'Budget View' page, enter a keyword in the Search box and click the search icon or press ENTER to search for columns.

Forecasting View Page

1. Follow the relevant steps to create or edit a forecasting view.

2. On the 'Forecasting View' page, enter a keyword in the Search box and click the search icon or press ENTER to search for columns.

Columns Page

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Select the Columns tab.

4. Click on the Column Type drop-down list and select one or more of the following column types to filter columns by type:

   • Calculated Column

   • Forecast to Complete Column

   • Source Column

5. Click on the Reportable Column drop-down list and select one of the following options to filter columns by reportable status:

   • Yes

   • No

Budget View Page

1. Follow the relevant steps to create or edit a budget view.

2. On the 'Budget View' page, configure the following:

   1. Click on the Column Type drop-down list and select one or more of the following column types to filter columns by type:

      • Calculated Column

      • Forecast to Complete Column

      • Source Column

   2. Click on the Reportable Column drop-down list and select one of the following options to filter columns by reportable status:

      • Yes

      • No

Forecasting View Page

1. Follow the relevant steps to create or edit a forecasting view.

2. On the 'Forecasting View' page, configure the following:

   1. Click on the Column Type drop-down list and select one or more of the following column types to filter columns by type:

      • Calculated Column

      • Forecast to Complete Column

      • Source Column

   2. Click on the Reportable Column drop-down list and select one of the following options to filter columns by reportable status:

      • Yes

      • No