Filter information in the Estimating dialog box

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Filter information in the Estimating dialog box

Use the Filter command to create filter settings that are commonly used in the Estimating dialog box. For example, you can view labor totals by category to check averages, or view the totals for items with a specific finish. You can also save the filter settings for later use.

  1. In the Estimating dialog box, click the Estimating ribbon tab.
  2. On the menu, select Filter.
  3. To filter the displayed items according to selected criteria, in the Estimating Filters dialog box, select a filter type in the Type list, and click Select.

    For some filter types, such as page, labor code, or comment, you can also click Find and type the desired value in the blank field to use it. This way, you do not have to scroll through all the available items.

  4. In the Filter dialog box, click the arrow buttons to move the items that you want to display to the Included list.
  5. Click OK.

    If you want to further filter the information displayed in the Estimating dialog box, repeat steps 3 to 5 for different items. Note that only items that match the items in the Included list will be available when setting more filters.

    If you want to clear all filter settings, click Reset.

  6. To save commonly used filters, do the following:
    1. Click Filter Types in the lower-left corner.
    2. Click New.
    3. Type a description for the filter type.
    4. Create the filter settings.

      For more information, see steps 3 to 5.

    5. Click Add.
    6. To close the dialog box, click the Close button (X) in the upper-right corner.

      The newly created filter type is selected in the Filter Types list.

    7. To apply the filter type, click Set.
  7. According to your needs, do one of the following:
    • To use the filter, click Apply Filter.
    • To use the filter in the job and save it until a new filter is set or the filter is cleared, click Apply Filter & Save.

      Note that the filter will remain in use even if you close and re-open the job. After you clear the filters, the filter settings cannot be used again.

The Estimating Filters dialog box closes, and the Estimating dialog box is filtered according to the filter settings you created.


To display all information in the Estimating dialog box again, click Clear Filters in the upper-left corner.

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