Filtering Participants
To filter participants based on organization or contract details:
Organization Details
- Enter text in an Organization Details field:
- SC: Enter a partial or complete subcontract number
- Organization 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 dialog box:
- Contract Amount
- Billed to Date
- Remaining Balance
- Retention Balance.
- In the dialog box, enter values in the from and to fields.
- Select Apply.
The dialog box closes and the Initiate Draw page filters participants based on set constraints.
- (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.
Last Published Wednesday, July 10, 2024