Search for and Apply Filters to Direct Costs

Objective

To search for matching results and apply filters to your project's direct costs. 

Background

The Direct Costs tool provides you with a variety of filter and search options that let you narrow the results displaying in the tool. The options that are available for use depend upon the tab that your select. The table below shows you the filters you can apply to the contents of each tab in the Direct Costs tool.

Available Options in the Add Filter Menu Summary Summary by Cost Code
Cost Type    icon-mindtouch-table-check.png
Cost Code   icon-mindtouch-table-check.png
Date icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Type icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Vendor icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Things to Consider

Prerequisites

Steps

Filter Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Click the Summary tab.
  3. Click the Add Filter menu, then select from the following options:
    • Type. Select this option. Then place a checkmark next to All, Invoice, Expense, or Payroll option. 
    • Vendor. Select this option. Then place a checkmark next to the desired vendors. 
    • Date. Select this option. Then choose a date or date range from the calendar control.
  4. Click the Summary by Cost Code tab.
  5. Click the Add Filter menu, then select from the following options:
    • Cost Code. Select this option. Then place a checkmark next to the desired cost codes.
    • Cost Type. Select this option. Then place a checkmark next to the desired cost types.
    • Type. Select this option. Then place a checkmark next to All, Invoice, Expense, or Payroll option. 
    • Vendor. Select this option. Then place a checkmark next to the desired vendors. 
    • Date. Select this option. Then choose a date or date range from the calendar control.

Filter Direct Costs by Date

  1. Navigate to the project's Direct Costs tool.
  2. Click the Summary or Summary by Cost Code tab. 
  3. Click the Add Filter menu and select Date.
  4. Choose from these options:
    • To select a single day, click Single Day. Then select a single date using the calendar control. 
    • To select a date range Date Range. The select a start and end date for your date range using the calendar control. 
  5. Click a blank spot on the page to apply the filter. 

Search Direct Costs

  1. Navigate to the project's Direct Costs tool.
  2. Click the Summary or Summary by Cost Code tab. 
  3. Enter your search terms in the Search for Direct Costs box. 
    Notes:
    • The search function considers any filters applied.
    • Only the 'Vendor' field is searchable on Direct Costs.
  4. Press ENTER or click Search.

See Also