How To Search for an Estimate in Estimator

Our updated search mechanism aims to enhance search functionality by utilizing keywords to locate specific projects more effectively.

Using more specific keywords leads to more precise search results. For instance, when searching for a particular hospital project, entering “Texas hospital Baylor” (i.e. state project type client) will yield better results compared to a generic search like “hospital” (i.e. project type). This approach also helps in limiting the number of estimate cards generated by Estimator.

To search for an estimate in the database, navigate to the "Estimates" folder, enter either the full name or part of the name of the estimate, and hit Enter or click on the blue search box.

Note: Templates are NOT searchable in the Estimates Folder and can only be found under the Template folder.

When a version is closed and a new version is created, if the Name is changed, in the search you will only see the Parent Name. Example: Parent Name is Becktech Estimate, created version name changed to Dallas Office when you search for Dallas Office, the Parent Name of "Becktech Estimate" will show up, but once you open that version and save it, then Dallas Office will show in the Recent folder. Estimate Name change

Here is a list of items that are searchable in the Project Info tab (searchable v. not searchable)

Name (Estimate) – searchable
Project Name – searchable
Client - searchable

Address - searchable
City - searchable
State – searchable
Zip – searchable
Estimate Number - searchable
Project Type – where is this entered (Project View) searchable
Project Status (aka Estimate Status) - searchable
Version – not searchable
Notes – not searchable
Created – not searchable
Updated – not searchable
Updated By – not searchable
Total Cost - not searchable
Total Cost/Area - not searchable
Direct Cost - not searchable
Direct Cost/Area - not searchable

Missing Column Headers

When you drag off a grouping it automatically gets added to the Filtering Bucket on the right. Right-click on the Filter grouping and select Show Column Chooser and add the missing column to the grouping.

Searching for Estimate errors and how to fix

1. One of the main reasons a user cannot search for estimates in the database is when the search feature for the SQL server is missing on the database server. To verify and fix this issue click on this article.

2. Another reason that can prevent the search feature is the database is missing the upgrade script from DESTINIData upgrade scripts.

Error message:

2021-06-14 21:25:59,933 ERROR DE.Data.Repos.EstimateRepo [(null)] - There was an error finding estimates from the search criteria 20.
System.IndexOutOfRangeException: IsOffline
at System.Data.ProviderBase.FieldNameLookup.GetOrdinal(String fieldName)
at System.Data.SqlClient.SqlDataReader.GetOrdinal(String name)
at System.Data.SqlClient.SqlDataReader.get_Item(String name)
at DE.Data.Repos.EstimateRepo.FindEstimates(String searchText, String dataSource)

Resolution:

Re-run the database migration scripts