Filtering Participants

To filter participants based on organization or contract details:

Organization Details

  1. Enter text in an Organization Details field:
    • SC: Enter a partial or complete subcontract number
    • Organization 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 dialog box:
    • Contract Amount
    • Billed to Date
    • Remaining Balance
    • Retention Balance.
  2. In the dialog box, enter values in the from and to fields.
  3. Select Apply.

    The dialog box closes and the Initiate Draw page filters participants based on set constraints.

  4. (Optional) Select Clear Filters to remove all filters from a table. Participants included in the draw from a filtered list remain selected if filters are cleared.

Tip

If you have a large number of project participants, consider using several filters to narrow down the list. 

For example:  Filter by Contract Amount to view organizations 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 display Subcontractors who match both filters.