This video explains the filtering options in the Manage Budget section, which help tailor your view of budgeted CAPEX requests. Key filters include:
- Show Currency Symbol and Show Decimals for display preferences.
- Include All Dependents and Roll Up Totals to consolidate data across organizational units.
- View Current Period for quick navigation to the current month.
- Archived, Hide 0 Amount Budget Line Row, Show Only My Requests, and Show Only the Request Assigned to Me to refine the view based on project status or user role.
These filters enhance visibility, simplify navigation, and support focused budget management