MCCC Knowledge Base

Filtering Budgets

2017

Filtering Cost Centers

 

This article will show you how you can filter your Cost Centers. You can also create default filters that you can save and easily apply when you are in the system. 

 

1. Click the Filter icon in the upper left corner of your Cost Centers.

 

 

Filter icon

 

2. A new window will appear on the left side of your screen. 

 

 

Filter window

 

3. Click the small down arrows to expand each category and to enter your information.

 

 

 

Expand filter options

 

 

4. In the text box, insert a value. You must hit Enter on your keyboard to apply your value. You know you have successfully added your value when it appears below the text box. When satisfied, click Apply Filter.

 

 

Enter Value and apply filter

 

 

 

5. Your Cost Centers will now adjust based on what you entered in the filter. You can see your filter selection in the upper left corner. 

 

 

Filtered options

 

 

7. To save a filter that you created, click Save Criteria

 

Save Criteria icon

 

 

 

8. A new window will appear. Determine if you want to create a new criteria or overwrite a current criteria. Give the criteria a name and click Save.

 

 

Save filter criteria

 

 

9. A Saved Selection Criteria area will be added to the Filter toolbar on the left side of your screen.

 

Saved Criteria box

 

 

10. You can also set your saved criteria as a Default Criteria. Under the Saved Selection Criteria area click Set Default Criteria. 

 

 

Set Default Criteria

 

 

11. A new window will appear. Select the criteria from the drop down menu that you want as your default. Then click Save.

 

 

Set default criteria

 

12. To remove a criteria that you saved click the drop down menu under Saved Selection Criteria. Then click the X next to the criteria you want to remove. 

 

Remove Criteria

 

 

13. To clear the filter, click Reset Filter. Then click Apply Filter. You will know the filter has been cleared when it is no longer visible in the upper left corner by the Filter icon.

 

 

Reset Filter and Apply Filter

 

 

 

 

Filter no longer visible

 

 

 

 

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