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:

1. In the Display Type field, select Standard.
2. 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.
3. In the Search Text field, enter data to narrow your search.
4. Select the Active Only check box to display only main projects with an active status.
5. Click the Search button to display a list of revenue groups that match your search criteria.
6. After a list of revenue groups displays in the lookup list, perform any of the following to 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 Select All to display all records.

   • Use the combination of the CTRL key on your keyboard and your mouse to select (highlight) one or more revenue groups that you want to display. Then click the Select button.

7. 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.