Scope selection, summing, and filtering are available for the Financial, Employee, Salary Plan and Project/Grant components.  Options for selecting and filtering are determined by the grid from which you are selecting Scope.

Scope Bar

Scope Bar

Scope Selection Window

Scope Selection Window

Scope Selection Items

Item

Description

From Budget Element Selection

These drop-down lists can be used to select from the existing elements in the specific Element List.   You can also enter Element criteria using * and ? wild-cards, a comma-separated list of values, a hyphenated range of values, or a combination of these criteria.

To Budget Element Selection

When the corresponding From Element Selection contains a specific Element, these drop-down lists can be used to select a range of Elements.  These boxes become disabled when wild cards or comma-separated elements exist in the corresponding From Element Selection.

Group By/Sum Button

It is sometimes desirable to work with less detail in the Scenario than what the full Budget Element String provides.  These buttons enable the corresponding Element to be "summed," or rolled up to, the Element immediately above.  When the button appears "out", summing is disabled.  When a sum button is clicked, it depresses and the symbol turns Green indicating Summing will occur for the corresponding Element.  When Summing is enabled for a Element, all those below it become enabled.  When Summing is disabled for a Element, all those above it become disabled.

Element Gripper

As an alternative to using the Select/Group By Order button, you can simply click and drag the Element selection's bar to where you would like to place it in the Element String.

Default Order

To set the full Element defaults and clear any filtering, click this button.  The normal Element order is set, all summing is disabled, and filters are cleared.

Scope Tabs

Switches between the Element Selection, Filter, and Reconcile criteria.