Select a Revenue Group on the Revenue Groups Form
On the Revenue Groups form, you can select an existing revenue group and modify it. A revenue group is identified by the main project of the revenue group, so the lookup list displays only main projects.
To perform a standard search, complete the following steps:
- In the Display Type field, select Standard.
- In the Search By field, select criteria by which to order the revenue groups that display in the lookup list. For example, you can select Project Number or Project Short Name.
- In the Search Text field, enter data to narrow your search.
- Select the Active Only check box to display only main projects with an active status.
- Click the Search button to display a list of revenue groups that match your search criteria.
- Select one or more revenue groups to display on the Revenue Groups form or to be included on the Revenue Groups Table List report.
- Click the Clear button before you start a new standard search so that information from the previous search is not included in the new search.