Finding Funds that Match Your Criteria
To find funds that match the criteria:
- Choose Funds from the Function list.
- On the tree of funds, choose the fund group you want to search. Sierra only looks for matching funds within the group you have chosen.
- Choose Find Fund.
- From the Type pull-down menu, choose one of the following: appropriations, expenditures, encumbrances, and free or cash balances, percent spent, or percent free.
- From the Expression pull-down menu, choose a matching expression.
- Enter a Value.
- Choose OK to begin your search, or Cancel to cancel your search. In the Temp folder, Sierra creates a temporary group that contains the funds that match your search criteria. The group is named with the search criteria (e.g., Expenditure > $1,000). You can view those funds in the Data, Bar Chart, and Pie Chart tabs.