Working with Apex Tables

When an Admin or Budget Process Owner enables the Apex Line Item Table feature, users with non-administrator role can change the table view between Classic View and New View. This topic provides instructions on managing Apex tables, including changing views, selecting date ranges, and adjusting table options.

• Changing the table view:
  When the Apex Line Item Table feature is enabled, users can switch between the Classic View and New View.

  • In the top left corner, select either Classic View or New View to toggle between the views.

  Note:

  New View currently does not support all actions. We are working on adding those actions. The following actions can only be done on the Classic View.

  • Open Plan
  • Reopen Plan
  • Finalize Plan
  • Update reference data
  • Submit Changes
  • Unlock Cost Objects
  • Add Comparison
  • Plan-level Comments
• Selecting a date range:

  To select a specific date range for data display:

  1. Navigate to Plan > Expenses.
  2. Below the Expenses table tabs, select Range.
  3. Choose the Start Period and End Period to define the range.
  4. Alternatively, select one of the options on the left of the Range window.
• Changing table options:

  To modify table display options:

  1. Navigate to Plan > Expenses.
  2. Above the Expenses table, select the (Options_icon.png file to be added here) icon.
  3. Modify the table options as necessary.
• Dense Mode

  Applies to versions 3.64 and later.

  This feature applies the latest styling changes to the table, optimizing space usage and allowing for maximum rows to be accommodated.

  • Select the IMAGE TO BE ADDED icon, then select the Dense Mode.