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Overview
The filter window is available to assist in narrowing down your search.
Field Descriptions
Filter Window (Grid)
Filter Window (Bottom)
| • | Quick Filter (Text Box) - A Quick Filter is at the top of the panel. This will filter projects whose path begins with the entered characters. |
| • | As of Date - Used as a cut-off date to limit the transactions that you are reviewing. |
| • | Project Leader - Depending on the selection in the Limit To drop-down, projects that have the selected leader as the Leader type will be returned. The Project Manager will be auto-filled into this look-up upon entry. |
| • | Limit To - When checked (and the Project Leader drop-down is filled out), only projects, where the stated Project Leader is a project manager, will be returned. |
| • | Has Fixed Fee - When checked, only projects that have Fixed Fee values will be returned. |
| • | Has WIP - When checked, only projects that have WIP values will be returned. |
| • | Load - When selected, all projects that match the filter criteria will fill into the Filter Window. |
Additional Field Descriptions (Column Chooser)
Filter Window Grid
| • | Client - Client associated with the Project. |
| • | PA Reviewed - Check-box that displays the PA Reviewed status. |
| • | PM Reviewed - Check-box that displays the PM Reviewed status. |
| • | Do Not Bill - Check-box that displays the Do Not Bill status. |
| • | Retainer - Retainer Amount |
| • | Last Invoice Date - Date of the last invoice (Sales Journal) against the selected project. |
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