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Procore

Search, Sort, and Filter Estimate

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Objective

To search, sort, and filter an existing estimate in the Estimating tool.

Things to Consider

Steps

Search for an Estimate Item

  1. Navigate to the company's Estimating tool.
  2. Click the Estimating tab.
  3. Enter a keyword into the search box.
  4. Search returns results for data within the following fields:
    • Cost Item
    • Description

Sort Estimate

  1. Navigate to the company's Estimating tool.
  2. Click the Estimating tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngin the header and select Sort Ascending or Sort Descending.

Filter Estimate

  1. Navigate to the company's Estimating tool.
  2. Click the Estimating tab.
  3. Click filters icon-filter2.png icon in the column header. 
  4. Select the filter criteria:
    • Equals
    • Does not equal
    • Greater than
    • Great than or equal to
    • Less than
    • Less than or equal to
    • Between
    • Blank
    • Not blank
  5. Enter the value.
  6. Optional: Select 'And' or 'Or' to add additional filtering logic, and repeat steps 4-5 to add additional filtering criteria.