Filtering Participants

To filter participants based on organisation or contract details:

Organisation Details

  1. Enter text in an Organisation Details field:
    • SC: Enter a partial or complete subcontract number
    • Organisation Name: Enter a partial or complete Subcontractor 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 from and to fields.
  3. Select Apply.

    The dialogue box closes and the Initiate Period 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 narrow down the project participant list.

For example: Filter by Contract Amount to view organisations with contract values between 125,000£ and 500,000£. Then filter these results by contracts with a Remaining Balance between 0£ and 50,000£. The system will only display Subcontractors who match both filters.