Period, Staff and Portfolio Filters

The display of active Due Date Steps in the Home Page is subject to Period, Staff and Portfolio filters, which are displayed above the grid.

• Period Filters
• Staff Filters
• Portfolio Filters

These filters can be hidden. To toggle their display on/off, click the Show Filters / Hide Filters toggle beneath the module tab. When the filters are hidden, only the Show Filters tab is visible.

In addition to the filters, the grid can be grouped by column, columns can be sorted and filtered, and Quick Search Filters can be applied. For details, see Grid Grouping, Sorting and Filtering.