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Procore

Search for and Filter Items in the Material Catalogs in Esticom

Objective

To search for and filter items in the Material Catalogs in Esticom.

Background

The Material Catalogs section of Esticom is where all material information and values, ranging from individual parts to assembled items, are stored. Esticom offers search functionality and filters to help you find the materials that you need to reference.  

Things to Consider

Steps

  1. Navigate to your account in Esticom.
  2. Click the Material Catalogs tab.
    Note: The catalog automatically loads with 'All' selected under 'Smart Groups'. You can also click 'Most Recently Used' if you want to see the last 10 items that you used. 

To Search for Items

  1. Click the Search bar.
    Note: The Search bar cannot be used from the 'Most Recently Used' view. 

    esticom-search-bar-material-catalog.png
     
  2. Enter a search term.
    Results are automatically displayed.

To Filter Items

  1. Use the left side panel to click on a group or catalog to filter by:
    • Smart Groups:
      esticom-smart-group-filters.png
      • All: Click to show all items in the Material Catalog.
      • Most Recently Used: Click to view the last 10 items that you used from the Material Catalog.
    • Material Catalogs
      • Click the name of a material catalog to view items from that particular catalog.
        esticom-material-catalog-name.png
      • Click the arrow icon next to a catalog to show or hide sub-categories within the selected catalog.
      • Click the name of a sub-category to view items within the selected category.
        esticom-sub-catalog-name-filter.png