Portfolio filter
Apply filters to a portfolio.


The Portfolio Filter pane displays for portfolios only. It allows the filtering of portfolios when there are many.
Procedure
- Select a category, sub-category (e.g. contract type, terms, participation), or a specific company or program UDC.
- From the middle menu, select a constraint (e.g. is equal to, is not equal to, starts with, contains, and, or).
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For the third specification:
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When presented with a text input box, enter a value appropriate for the category and constraint chosen.
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When presented with a menu, make a selection from the listing.
-
-
For additional filtering use branch filter row
and/or
click
to add another filter or parent row, or to copy the current row.
- Click Apply Filter to apply your filter selections to the Master List; click Reset Filter to revert to the default filter settings.
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To close the Filter Criteria section click
; to
open it click
.
