Enter Filter Criteria Popup Window Field Reference

Field

Description

Matching Criteria

Click to select one of the following match criteria from the drop-down:

  • Any – To find cost items that match any of the entered criteria. This is an "or" condition. The results will include items that meet criteria 1 OR criteria 2 OR criteria 3, and so on.

  • All – To find cost items that match all of the entered criteria. This is an "and" condition. The results will include items that meet all entered criteria, that is, criteria 1 AND criteria 2 AND criteria 3, and so on.

Estimate

This checkbox is selected and disabled when you are filtering the Estimate tab. Use the Find Cost Items feature to locate cost items in the Estimate, Alternates, and Change Orders tabs.

Alternate

This checkbox is disabled when you are filtering the Estimate tab. Use the Find Cost Items feature to locate cost items in the Estimate, Alternates, and Change Orders tabs.

Change Ord.

This checkbox is disabled when you are filtering the Estimate tab. Use the Find Cost Items feature to locate cost items in the Estimate, Alternates, and Change Orders tabs.

Selected Query

Click to select a saved query to find items. The query criteria and results are displayed. You can save changes to the query by clicking Save As. You can delete the query by clicking Delete.

Criteria Rows – Each row is a criteria. You must enter at least one row or use a Selected Query.

Field

Click to select the field you want to find items by.

The field column specifies which field (column) you want to search. For example, if you are searching for cost items that have the word Concrete in the Description, you would select Description in the Field column.

Select By

Click to select the condition for the column you selected.

The column you select in the Field column determines what options are available in the Select By column. The option you select could be a mathematical operator, such as = (equal) or > (greater than), or it could be something like Starts with or Contains. The mathematical operators are used for columns that contain only numbers.

If you select Type in the Field column, the Select By column also contains the Value and you should not enter a separate Value. For example, you can select "Is Equipment" to look for equipment type cost items.

Value

Enter the value you want to find.

The Value column enables you to specify what information to search for based on the Field and Select By options you selected. For example, if you select to search the Quantity column for cost items that are equal to 0 (zero), you would select Quantity in the Field column, = in the Select By column, and 0 in the Value column.

Note that some Fields and Select By options you select do not require you to enter a Value.