Creating and Applying Filters

If you are working with a large number of funds, it may be useful to display a subset of the total number of funds when working with the funding sheet. For example, you may want to only view new funds for the current year.

You can temporarily limit the number of funds displayed on the sheet by applying a filter. This feature is available on company, project and shell funding sheets, and funding sheet templates.

 

Create and manage filters on a project/shell fund sheet

Apply a filter to limit the fund code display

 

 

 


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