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

💡 Did you know?
Did you know that you can sort or arrange each column under the Forecasts register?
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 Forecasts 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 'Forecasts' data by ascending (ASC) or descending (DESC).

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

    Step 5:
     Click +Add filter to add a row and choose And/Or options.
    Click the icon to remove a row.


  • Hide/ Show Columns

    Step 1: From the Cost Module, navigate to Forecasts register.
    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 hide.
    Step 4: To show a column, navigate to other columns and click show columns, a column menu will pop-out where you can select the column/s to show. 
    You can also select the Adjust Columns located on the upper right hand side to hide and show a column/s.



  • Adjust,  Move & Reset Columns

    Step 1: Hover over the lines between the columns to adjust them.
    Step 2: Click and hold the column title to drag or move.  

Click RESET button located at the top right corner of the Forecasts Page to fix the columns.

  • Pin to left and Pin to right

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



    Step 4: Click the three-dots menu and select Unpin to revert.