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How To Search for a Specific Line Item in the Estimate View

I want to find a particular line item quickly, and I don't want to navigate through the filter tree to isolate it. What is the best method?

To search your Estimate View for a particular cost item, we use the Search Panel

Cloud_SearchLineItem_MagnifyingGlass

Click the magnifying glass and the panel appears. To find specific items use double quotes around the text. The search bar looks for both line-items and WBS properties in the Estimate View. The Estimate View will display any fields that meet search criteria.

Cloud_SearchLineItem_SearchText

Note: WBS properties in headers will not highlight.

Cloud_SearchLineItem_WBS


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