Creating and managing filters on a project/shell funding sheet

If you have Create or Modify permissions, you can create and save any number of filters. Anyone with permission to view the funding sheet can view and apply saved filters. You can add multiple filters to a view, and you can use the same data element multiple times. When adding multiple filters, you can use operators to specify that the view must match all listed filters or that it can match one or more of the listed filters.

These procedures are applicable to company, project or shell funding sheets, and funding templates.

To create a filter

  1. From within the applicable view for the funding sheet, while you are in the New View or Edit View window, select the Filters tab.
  2. Click the Add Filter button.
  3. Do the following:
    1. Choose a Data Element: This drop-down lists all data elements that are on the fund attribute form. Any data elements in a hidden block are not available.
    2. Choose a Condition: This drop-down displays a list of conditions. This list is based on the type of data element selected.
    3. Choose a Value: Depending on the type of data element, choose a value that the query condition must meet.
      • Data Element: Lists the data elements on the fund attribute form.
      • Constant Value: You can enter a full or partial entry of the value to filter by. This is similar to entering search criteria. For example, if you want to display only funds with "2010" in the fund code, then choose the data element Fund Code, condition of equals, and 2010 as a constant value. For pulldown or other multiple-entry fields, a Select button appears, allowing you to select a value.
  4. To add additional filters, click Add Filter again, and repeat the preceding steps.

    You can use the same data element multiple times.

  5. If you are using multiple filters, click the applicable operator that should apply to the set:
    • And: To specify that the view must match all listed filters, select And.
    • Or: To specify that the view should match any of the listed filters, select Or.
  6. When you are done, click Save or Save As, as applicable.

To modify or remove a filter

  1. From within the applicable view for the funding sheet, click Edit View (the pencil icon), and select the Filters tab.
  2. Make the applicable changes, such as changing the selected Data Element or Condition, updating the Value, or removing one or more of the filters from a set.
  3. To save your changes, click Save or Save As.

Last Published Sunday, July 20, 2025