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Home > Aria Crescendo Documentation > Product Catalog > Plans > Sort and Filter Plans

Sort and Filter Plans

This article applies to:Aria Crescendo

Overview

The Plans screen provides the ability to sort each column, filter certain columns, and to show and hide columns. An additional view allows you to view the master and supplemental plans as a hierarchy, displaying the relationships between the plans.

List View

The list view of plans is the default view. It has the following features:

  • Master/Supplemental Plan Icons: An M or an S in the first column identifies each plan as either a master plan or a supplemental plan
  • Sort By Column: By clicking the up/down arrows by each column name, you can sort the display by the values in that column
  • Search a Column: In addition to being able to search all values in all plans, you can use the search box just below each column name to find values just within that column.

Getting Here: Products > Plans

Plan List 6.50.png

  • Filter Columns: The Currency and Status columns allow you to filter the displayed plans by the values in these columns. Click the up/down arrows in the box below the column name to see the values you can use to filter the list.

Filter by Currency 6.50.png

  • Show/Hide Columns: The Show/hide columns menu in the upper right corner allows you add and remove columns from the plan display by checking or unchecking the column name in the menu.

Show Hide Column for Plans 6.50.png

Hierarchy View

The hierarchy view displays master plans and supplemental plans in a tiered structure, making it easy to see which supplemental plans belong to which master plans. To switch to the hierarchy view, click the icon in the header bar of the Plans screen, as shown below:

Plan Hierarchy Button 6.50.png

The Plans screen then displays the hierarchy view.

Hierarchy View of Plans 6.50.png

You can click the arrow next to any plan name to see the master plan and supplemental plans within it.

Expanded Hierarchy View 6.50.png

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Last modified
10:56, 13 Oct 2016

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