Creating and Applying Filters

If you are working with many funds, it may be useful to display a subset of the total number of funds when working with the Funding Sheet. For example, you may want to view only new funds for the current year.

You can temporarily limit the number of funds displayed on the sheet by applying a filter. This feature is available on Company Funding Sheets, Project/Shell Funding Sheets, and funding sheet templates.

Note: Filters that you set up in the shell template for a Funding Sheet are not currently included in the Project/Shell Funding Sheet. To use filters, you must set them up in the Project/Shell Funding Sheet.

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