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Filter the Budget


To filter the budget by specific divisions, categories, and/or sub jobs.

Things to Consider

  • Required User Permission: 'Read-Only' and above on the project's Budget tool.


  1. Navigate to your project's Budget tool.
  2. Click on the filter(s) you would like to apply and choose from the options in the drop-down menu.
  3. The following filters can be combined and applied with each other to narrow down results:
    • Division: Select a division so you will only see line items with that division.
    • Category: Select a category (e.g. Labor, ) so you will only see line items of that category.
    • Sub Jobs: If applicable, select a sub job to filter by.
      Note: You can select multiple divisions and categories to filter by.

  4. Click Apply to filter items in the budget.
    Note: If you want to clear filter settings, click Clear All.

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Last modified
09:44, 12 Aug 2016



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