Filtering Period Participants

Choose to filter participants by Organisation Details or Contract Details.

Organisation Details

  1. Enter partial or complete text in an Organisation Details field:
    • SC
    • Organisation Name.
  2. Press Enter on the keyboard.

Contract Details

  1. Select a field in one of the following columns to open a dialogue box:
    • Contract Amount
    • Billed to Date
    • Remaining Balance
    • Retention Balance
  2. In the dialogue box, enter values in the to and from fields.
  3. Select Apply.

    The dialog box closes and the Manage Period Participants page filters participants based on set constraints.

  4. (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.