Filtering Period Participants
Choose to filter participants by Organisation Details or Contract Details.
Organisation Details
- Enter partial or complete text in an Organisation Details field:
- SC
- Organisation Name.
- Press Enter on the keyboard.
Contract Details
- Select a field in one of the following columns to open a dialogue box:
- Contract Amount
- Billed to Date
- Remaining Balance
- Retention Balance
- In the dialogue box, enter values in the to and from fields.
- Select Apply.
The dialog box closes and the Manage Period Participants page filters participants based on set constraints.
- (Optional) Select Clear Filters to remove all filters from a table.
Note: Participants included in the period from a filtered list remain selected if filters are cleared.
Tip
Consider using more than one filter to shorten the project participant list.
For example: Filter by Contract Amount to view organisations with contract values between $500,000 and $600,000. Then filter these results by contracts with a Remaining Balance between 0 and $10,000. The application will only display Sub-Tiers who match both filters.
Last Published Wednesday, July 10, 2024