/
Creating Hit Lists

Creating Hit Lists

To create a hit list in Manage Budget Lines:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. In the Manage Budget Lines row, click Update/Start.
    The Manage Budget Lines screen appears.
  4. Select the EPEP tab.
  5. Click on the ellipses box and select a Vendor.
  6. Enter a Threshold amount.
  7. Click Save.
  8. Click OK.

Creating a Hit List in View Profit

To create a hit list in View Profit:

  1. Select the EPEP tab.
  2. Click on View Profit.
  3. Double-click on the line to which you wish to add the Hit List.
    The View Profit Data dialog box appears.
  4. Click View Line Config.
  5. Select the EPEP tab.
  6. Click on the ellipses box and select a Vendor.
  7. Enter a Threshold amount.
  8. Click Save.
  9. Click OK.

Related content

Hit Lists
More like this
Creating Budget Lines
Creating Budget Lines
More like this
Editing in Table Mode
Editing in Table Mode
More like this
Configuring Allocations
Configuring Allocations
More like this
Editing in Edit Mode
Editing in Edit Mode
More like this
General Tab (Config-View Budgeting)
General Tab (Config-View Budgeting)
More like this