Personalize View

Users can create a personalized view rearranging the column display for easier use. The standard column display requires the user to open a pop-up window in order to complete the amounts for each line item ChartField string. Columns can be rearranged to display more frequently used columns on the initial display.

• The fiscal years are an example only. The steps/process throughout the document remains the same, even if the fiscal years are different.

Steps

1. Once in the appropriate Activity/Scenario, click the Personalize button.

• The Personalize Column and Sort Order page displays.

2. To make changes in the columns, click on a column name to highlight it, then press the appropriate button. For example:
1. To change the order of columns:
1. Select the column name in the Column Order box on left.
2. Click an arrow button -- Up or Down -- just to the right of the Column Order box (not those far to the right beside the Sort Order box).
3. Repeat as necessary until all columns are in the desired order.
2. To hide or freeze columns in the display:
1. Select the column name.
2. Check the box for Hidden or Frozen.
3. To change the sort order:
1. Select the column name.
2. Click the right arrow to move the selected items into the Sort Order box.
3. Click the button to remove items from the Sort Order.
4. Click the checkbox next to Descending to change from Ascending to Descending sort.
5. If more than one column was moved into the Sort Order box and sorting needs to be done in a different priority, change the sort order:
1. Select the column name to move (up or down) in the Sort Order box on right.
2. Click an arrow button -- Up or Down -- just to the right of the Sort Order box.
3. Repeat as necessary until all sorting has been prioritized correctly.
4. When finished making changes, click OK.

• Columns will be rearranged to the desired order and sort.