“Drill-down” for more information is available on certain columns of the Data worksheet.
To drill down to additional information, right-click on a cell in one of the following columns:
| Column | Opens |
| Billing Codes | Billing Codes lookup |
| Actual Cost to Date | Transaction History window |
| Committed Cost to Date | Commitment Detail window |
| Original Commitment | Commitment Line Detail window |
| Approved CCO | Commitment Line Detail window |
| Pending CCO | Commitment Line Detail window |
| Approved Pay Request Total | Commitment Line Detail window |
| Approved Pay Request Retention | Commitment Line Detail window |
| Approved Pay Request Net Pay | Commitment Line Detail window |
| Pending Pay Amount Total | Commitment Line Detail window |
| Pending Pay Retention | Commitment Line Detail window |
| Notes | Budget/Forecast Transaction History window |
| Tracking Notes | Budget/Forecast Transaction History window |
Note: Except on the Billings Codes column, where drill-down is only available on the Cost Code level, drill-down is available on both Account Category and Cost Code rows.
Billing Codes
Click the checkbox to select a Billing Code.
Budget/Forecast Transaction History
Click the blue folder to open the source document.
Commitment Detail
Click Select to see line details.
Commitment Line Detail
Transaction History
Note: If your permission level allows it, the employee name or vendor name will be displayed in the Name column.