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Filter the estimate by summary levels

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. Open the Estimate tab.
  3. In the WBS Filter panel, click next to Summary Levels to see the summary levels available in the estimate.
  4. Click on the summary level by which you want to filter the estimate.
    Tip: Click on a different summary level to filter by that value.
  5. 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

  6. In the WBS Filter panel, click All Items to see all items in the estimate again.
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