Filtering Participants
To filter participants based on organisation or contract details:
Organisation Details
- Enter text in an Organisation Details field:
- SC: Enter a partial or complete subcontract number
- Organisation Name: Enter a partial or complete Subcontractor 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 from and to fields.
- Select Apply.
The dialogue box closes and the Initiate Period 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 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.
Last Published Wednesday, July 10, 2024