To locate a Project quickly, there are four filter fields located directly below the main Tabs:
- Project Name
- Estimator
- Job No.
- Job Status
These four fields are set on a Project's Cover Sheet - see Related Articles for details.
no filter
filtered by Project Name ("pl")
filtered by Estimator ("daniel")
- To filter by Project Name, type the name in the respective field and the Projects Tab filters based on the entry - to clear the filter, click the Delete button
next to that field. In the example above, we typed "PL" in the Project Name Filter, only those projects whose Project Name includes (not necessary starts with) the letters "PL" are displayed. - To filter by Estimator, click the arrow in the field, scroll to a selection and click on it - only Projects with the "Estimator" field set to that Employee on the Cover Sheet are displayed. For an Employee to appear in the Estimator drop down menu, they must have Enable Login selected in their Employee Detail (see Related articles for more information on setting up employees). To clear this filter, select "All Estimators" from the drop-down list.
- To filter by Job No., type the name in all or part of the Job No. and the Projects Tab filters based on the entry - to clear the filter, click the Delete button next to that field.
- To filter by Job Status, click the arrow in the field, scroll to a selection and click on it - only Projects that are set to the selected Job Status will display. To clear this filter, select "All Job Statuses" from the drop-down list.
Projects Tab filters are persistent between sessions - be sure to clear them when creating a new Project or searching for something that does not fit the filter.
See Related Articles for more information on Filtering and Grouping.
 A Detailed Look at the Projects Tab | Grouping the Projects Tab by Job Status  |
Related Articles
Sorting, Searching, Filtering, and Grouping Information in Lists and Tables