Searching Within the Investment Plan

In the search bar above the hierarchy Sheila enters a name or a line item ID. The line items displayed in the hierarchy are narrowed down to suitable matches by entering the first character.

You can easily search for an investment using keywords or the Uptempo ID.

1. On the Investments tab, click on the Search bar above the columns.

2. Enter your search terms.

As you enter your search terms, your investments will automatically be sorted to display the marketing investments containing your keyword(s) or match the Uptempo ID.

To clear your search terms, click the blue x button that appears in the Search bar.