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Status Future consideration
Created by Guest
Created on Feb 2, 2021

Add Filtering Pane to Budget Module

The majority of the modules within ProjectSight have a Filtering Pane on the Right hand side that allows a user to filter the data by status, or other parts of the data. For this example it would be used to filter certain parts of the budget code, or could filter out status' that are not desired. For example it could filter out unapproved or inactive codes from the budget view. It also could give a more robust filtering of the budget codes other than using the search menu.

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  • Mercedes Green
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    Nov 28, 2024

    This is crucial for us as we may have budget codes we no longer use, or budget codes that had no budget but were incorrectly used. We transfer the costs and the code remains in the budget screen and all reports. We need a filter option so we can save this in our view so the view is only approved budget items.