I am not sure why the parameter to search by project was removed. I run allocations individually by project to check the actuals against my calculated amounts. It just doesn’t make sense if the title is run allocations by project why would you get rid of the ability in the parameter to pull by the project. I am aware that I can search on the Project Id column but it was easier to have it on the top Pulling by customer is not as useful. Typically with construction there aren’t multiple projects for one customer.
In the latest version 2025 R1, the parameter to search by project at the top under run allocations by project. Anyone having issues with this.?
+3
- Select Screen Configuration on the right side
- Click on the configuration for the untitled section
- Click Filter on left expose all fields
- Click arrow to right by Project
- Click the eye icon for Customer if you do not want to see it
Result:
This was a change due to preparation for Modern UI.
Thanks Heidi for the information. I didn’t know about the screen customization in the Modern UI. It is really game changer not having to write a customization and to allow each user to make changes that are important to them.
We don’t currently have the Modern UI installed but I will be talking to our consulting firm about doing that.
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