PMO Accelerator Object Views › Cost and Benefit Plan › Cost and Benefit Plan Filter Views

Cost and Benefit Plan Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

Financial Plans

• For benefit plans, filter by Plan Name, Plan ID, Start Period, and Finish Period.
• For cost plans, filter by Plan Name, Plan ID, Plan of Record, Start Period, and Finish Period. By default, Plan of Record is set to All.
• For budget plans, filter by Budget Name, Budget ID, Current, Status, Start Period, and Finish Period. By default, Current is set to All.

Financial Plan Details

• For benefit plan details, filter by Benefit Class, Benefit Subclass, and Description. By default, Benefit Class and Benefit Subclass are set to All.
• For cost plan details, filter by Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.
• For budget plan details, filter by Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.