This article is intended for: Editors and Reviewers in Capital Budgeting.
Use this article after: Request Forms are in and you would like to review them by Group.
Note: You can select any image below to zoom in.
In the Request Manager
In the Request Manager tab, you can filter the Request Groups column to look at the categories you’ve created. For Editors filtering by the request groups can aid in bulk selecting and moving requests to Projects, locking or unlocking requests, including or excluding requests from scenarios, or deleting requests.
In Scenarios
In scenarios, you can filter requests by Request Groups categories. This will allow you to view requests by the filter category and to see how those requests will impact your budget.
Pro Tip: Once you have filtered by request group category, you can use the Include toggle to toggle on or off those requests as you model your budget.
On the Dashboard
You can even filter by Request Groups categories on the Dashboard. Select the appropriate category(s) you would like to view. Then select Apply.
In Report Builder
Lastly, from the Report Builder tab, you can add a Request Groups column to these reports:
- Fund Source reports
- Department reports
- Project Type reports
- Scorecard Report
Need to Take Action on Requests?
Learn more with this article: Capital Budgeting - Make Decisions on Capital Requests
Have more questions or need assistance?
Submit a Request