Configure My Totals

Users can create customized subtotals of coverage at the bottom of the Balancing Grid. These subtotals can be for any combination of profiles, coverage periods, and organization units.

Note: Configure My Totals only appears when there are no filters applied to the schedule.

To create customized subtotals, complete the following steps:

1. In the left pane of the Balancing Grid,right-click and select Configure My Totals.

   The following set up screen appears.

   

2. In the header row, right-click and select Add New Totals.

   A new column is added to the screen.

3. Type a new name for the New Total column.

   This name will display in the on the Balancing Grid under the Profile column.

   Note: The name of this My Total record can be changed at any time. Position the cursor on the column header and right-click to access a menu. Select the Rename option to enable the field to change the name.

   

4. Select the profile/coverage period/organization unit combinations to include in the new total by clicking on the box to the right of the option, under the column of the new My Totals record. Clicking on a box alternately adds and removes the check mark.
5. When all options are selected, click Save at the bottom of the screen to save this new record.
6. The new My Totals subtotal is included in the profile area.

   

Note: To rename or remove this My Totals line, click on the header of the column and right-click to open the menu of options.