Customize your Column View using Filters

You can change, reorder, and save your column views in each of your Project Financials grids using filters.

By default, all columns in the PCO Log, Schedule of Values, and Budget grid are shown.

From the home page, under Projects, select the name of the project you want to open.
Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
The Dashboard for the project appears.
Select the Project Financials tab.
Select the filter button .
Your filter types display.
Select your filter(s) and either input necessary information or check each check-box to your preferred view.

Note: All active filters display next to the filter icon.
Once you're finished, select the save button .
1. Name your view.
2. Set the visibility to either private or public.
3. (Optional) Set the view as default.
Select Save.

Your grid view now shows columns you have filtered.

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