Filter the estimate

Open a job in the Manage Estimates screen.
From the Estimate tab, click Filter on the filter toolbar.
On the Enter Filter Criteria window, fill in the fields as described in the Enter Filter Criteria Popup Window Field Reference.
To view the items that match the filter criteria, click Find. The items that match the lower half of the window.
If you didn't find what you wanted, click Clear to remove all criteria and results.
If you want to save your criteria as a Query so that you can filter on it again, do the following:
- Click Save.
- In the Query Name field, enter a name for the new query up to 32 alphanumeric characters.
- Click OK. The new query is listed in the Selected Query field.
To filter the estimate based on the criteria you entered, click OK.
Click OK to filter the estimate. The estimate is filtered and the totals at the bottom of the estimate change to blue to denote that the estimate is filtered.
In the Show field on the filter toolbar, select one of the following options:
- Estimate line items only – To apply the filter to individual cost items and assemblies only. Items in the assemblies are not included in the filter even if they match the filter criteria.
- All cost items – To apply the filter to all cost items in the estimate, including members of assemblies. The assemblies themselves are not displayed.
- Show all - To show all items in the estimate.
Click on the speedbar to remove the filter.

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