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Overview of Filtering the Grid
The Estimate Grid provides a comprehensive filtering feature to help you efficiently locate and manage project estimates. You can filter, sort and manage the list of project estimates in the hub by using Specific Criteria or through the Search Box.
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Filtering by Criteria
On the grid, you can refine your view based on specific criteria. These criteria include Quote Number, Contract Description, Creation Date, Start Date, Follow-up Date, Customer, Site, Status, Tendered Price, and Last Save.
Click on any of the Grid Column Headers to sort the Project Estimates by the respective criteria. Clicking on it will filter the grid by Ascending Order and clicking on it again will sort it by Descending Order. When you select any of the Grid Column Headers, all of the Estimate Projects that are nested and categorised will only filter within its category.
Undoing the Criteria
If you click the Undo Sort button, the grid will revert to its default order, clearing any sorting applied. You can also do this by clicking on the Quote No grid column header.
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Using the Find and Search box
Above the Estimation Grid at the top left of the grid, there is a find and search box that you can use to filter by specific wording. You can use specific keywords in the Find and Search box to narrow down the estimates you are looking for.
To use the Find and Search box effectively, start by entering specific keywords that relate to the project or criteria you are looking for. These keywords can be a quote number, a customer’s name or a contract description.
Now, when you press the Enter key after typing your search terms or press the Find button, the grid will be filtered to display only the estimates relevant to your search.
Undoing the Search
You can return to the full list of estimates by clicking the Clear button once you have finished searching through the search box.
SMART Estimator
What’s new?
Getting Started
Setup and Configuration
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Enterprise Server
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Cloud Server Setup
Local Windows Server Setup
Adding Cloud server users
Server Back Up and Restore
Archiving Estimates from server
Migrating Local server to Cloud
Creating Folders in Enterprise Server
Using Server Tools from the Command Line
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User software settings
User Address Settings and Yard
Scaffold Banner and Sheeting logo
Adding Watermarks
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Setting up your Rates
Editing Shared Pricing Rates
Creating a rate setting template project
Importing and Exporting shared Rates
Creating an Estimate
Importing Drawings and Models
Scheduling Scaffolds
Creating 3D Scaffolds
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3D Model Controls
Adding Independent scaffolds
Adding Circular Tank scaffolds
Adding Birdcage & Lift shaft scaffolds
Adding Tied or Freestanding towers
Adding Stair towers, Ladders towers & Buttresses
Adding Loading bays
Adding Chimney scaffolds
Adding Temporary Roof
Adding Edge protection
Adding Pavement Gantry’s
System Scaffolds
Using the Scaffold Library
Editing Scaffolds
Scaffold Add-ons & Options
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Adding Gin wheels, Rubbish Chutes, Safety standards, Double standards and Lamps
Adding and Editing bridges/beam work
Adding Beams around Corners
Adding Cladding
Adding Cantilever protection fans
Adding Pavement Lifts
Adding Recesses and Infills
Building and Ground colour
Visual options (Tube, Ladder, System details and Grips)
Add a Pedestrian or Scaffolder
Copying pictures of the model
Material Lists and Drawings
Pricing and Estimation
Quotations
Enterprise Server
Troubleshooting
