You can filter the sheets displayed in the Sheets tab based on tags. By filtering, you can organize sheets with common attributes and more easily navigate through large numbers of sheets.

In the Sheets tab, click the Filter toggle in the toolbar to display the filter pane. On the left of the filter pane, there are All and Any buttons (used to define a filter) and a Clear button (used to delete an existing filter). On the right, there's a button for each tag defined. Each tag button shows the number sheets that use the tag in parentheses after the tag name. Up to 5 tags are visible in the filter pane. If there are additional tags, they are available in a drop-down list.

Use the Any and All buttons to specify the type of filter, and select one or more tag buttons to indicate the sheets to display:

• Any: Displays sheets that have at least one of the tags you select. For example, selecting Any, Color, and Building displays sheets that have either the Color tag or the Building tag.

• All: Displays sheets that have all of the tags you select. For example, selecting All, Color, and Building displays sheets that have both the Color tag and the Building tag.

When you select a tag button, the application moves the tag to the filter criteria on the left and hides the sheets that do not match the filter criteria. The remaining tags available on the right are limited to those used by the sheets displayed.

When defining the filter, you can select the Only checkbox to hide sheets with tags that are not included in your filter. For example, if you select the Only checkbox above, the Sheets tab hides the third sheet (5103 Grading) because it has a tag that is not included in the filter (that is, the Building tag).

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.