Budgets: Sort, Filter, Hide, Show and Pin Columns

💡 Did you know?
Did you know that you can sort or arrange each column under the Budgets section?
Let's find out how below!

👨‍🏫 To sort or arrange columns and their respective data, follow these easy steps.


Step 1: From the Cost Module, navigate to the Budget register.

Step 2: Hover over a column header to reveal the three-dots menu and arrow icon.

            Click the three dots menu to show options.

Step 3: Choose your action on the drop-down menu and follow the prompt.


🕵️ Let's see how to get it done!

  • Sort by ASC & DESC

    Sort the 'Budgets' data by ascending (ASC) or descending (DESC).

Step 1: From the Cost Module, navigate to the Budget register and choose Budgets.
Step 2:
Hover over a column title to reveal the three-dots menu and arrow icon, then click the three-dots menu to show options.
Step 3: Click Sort by ASC or DESC. Select 'Unsort' to revert the data.

  • Filter Column's data

    Step 1: From the Cost Module, navigate to the Budget register and choose Budgets.
    Step 2: Hover over a column title to reveal the three-dots menu and arrow icon, then click the three-dots menu to show options.
    Step 3: Select Filter to reveal the filter menu.


    Step 4:  
    From the filter menu, you can select the Columns Title, Operator and Value to filter.
    If you wish to add another filter, simply click the +Add filter button and choose And/Or options.
    Click the icon to remove a row.



  • Hide/ Show Columns

    Step 1: To display the three-dot menu and arrow icon, hover over the title of the column you want to hide. Click the three-dot menu to display the available options. Navigate to any column, click the three dots menu, and choose "Show columns" to display or expose a specific column that is not displayed in the column area. You can select the column title you want to display in the columns section from a menu that will appear. 


    Or simply perform the shortcut action by clicking the 'Adjust Column' and toggle on/off the Column title. 


  • Pin to left and Pin to right

    Step 1: From the Cost Module, navigate to the Budget register and choose Budgets.
    Step 2: Hover over a column title to reveal the three-dots menu and arrow icon, then click the three-dots menu to show options.
    Step 3:
     Choose the column that you would like to pin.



Pinned column appears like this:

Step 4: Click Unpin to revert