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Set system default filter

  • March 25, 2026
  • 1 reply
  • 51 views
A

I am trying to figure out how to remove this filter when one of my users goes into Project Budget Forecasting. I no longer see a way to set a screen default filter in the new version unlike in the old version. This filter is set in the sidebar and in the Project Budget Forecast screen. 

 

 

Best answer by KrunalDoshi

Hi ​@ASkerrett,

I believe you do not have set any filter as it is automatically handled by Acumatica once you add the SidePanel unless there are no budget forecasts for the Project. I have tried on my local instance, and it is working ok without any issues. Below are the screenshots if that helps.

 

 

1 reply

KrunalDoshi
Varsity III
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  • KrunalDoshi
  • Varsity III
  • Answer
  • March 25, 2026

Hi ​@ASkerrett,

I believe you do not have set any filter as it is automatically handled by Acumatica once you add the SidePanel unless there are no budget forecasts for the Project. I have tried on my local instance, and it is working ok without any issues. Below are the screenshots if that helps.

 

 

Krunal D - Acumatica Developer | www.linkedin.com/in/onlyleader | https://krunaldoshi.com/
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