Budgets can be filtered for a few different reasons. One is to narrow down your budgets by criteria to find specific budgets. Another is to give you a count of the budgets based on your selected criteria.
As an example, if you wanted to know how many budgets you have for a specific Department/Chapter, you could choose the department/chapter from the Department/Chapter drop down list. Click the "Filter List" button. You will see the total records label above the list gives you a count of all budgets for the department/chapter you selected. The list has also changed, and displays only budgets for the department/chapter you selected.
To get started, select General Financials > Budgets - from the main menu on the left hand side.
To filter your budgets, click the "Filter List" button.
The filter panel will open...
Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Budgets can be filtered specifically by:
- Fiscal Year
- Budget Type
- Budget Category
After selecting the desired criteria, click the "Filter List" button and the list will display only the budgets that meet the selected criteria.