Search, Sort, and Filter Estimate

• Required User Permissions for the Estimating tool.

• Search

• Sort

• Filter

Search for an Estimate Item

1. Navigate to the company's Estimating tool.

2. Click the Estimating tab.

3. Enter a keyword into the search box.

4. Search returns results for data within the following fields:

   • Cost Item

   • Description

Sort Estimate

1. Navigate to the company's Estimating tool.

2. Click the Estimating tab.

3. Click the vertical ellipsis in the header and select Sort Ascending or Sort Descending.

Filter Estimate

1. Navigate to the company's Estimating tool.

2. Click the Estimating tab.

3. Click filters icon in the column header.

4. Select the filter criteria:

   • Equals

   • Does not equal

   • Greater than

   • Great than or equal to

   • Less than

   • Less than or equal to

   • Between

   • Blank

   • Not blank

5. Enter the value.

6. Optional: Select 'And' or 'Or' to add additional filtering logic, and repeat steps 4-5 to add additional filtering criteria.