How to Sort and Organize Projects in Your View

Sorting your project view helps you organize and prioritize data effectively. Learn how to apply, edit, or reset sorting to customize your project list.

Applying Sorting

1. Access Sorting Options

   • Click Sort By and select a property from the list, or search for a property name.

2. Apply Sorting

   • Click + Add Sort Order to apply sorting to the selected property.

   • Use the arrows next to the property to sort in ascending or descending order.

3. Multi-Level Sorting

   • To add more sorting levels, repeat the steps above.

Applying sorting in your project views.

Editing or Removing Sorting

1. Edit Sorting

   • Click the property name and select a new property to update sorting.

2. Remove Sorting

   • Click the X next to the property name to remove it from the sorting criteria.

Resetting Sorting and Filters

The Reset option, located next to the search bar, allows you to clear all applied sorting and filter criteria. This provides flexibility and ensures you can quickly adapt your view to new priorities.

Persistent Sort Orders and Filter Criteria

Filter and search criteria remain intact until manually reset, even when navigating between lists or refreshing the page. This ensures convenience and continuity in accessing relevant data, with applied filters functioning independently in the Capex Management and Capital Budgeting Module.