Home > SIX 2013 Documentation > User Guide > Catalog > Product Explorer > Viewing Products > Quick Filter

Quick Filter

Feature

 

The Quick Filter allows you to filter Items in your SIX Catalog and Projects.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/quick_filter_button.jpg

What are the benefits of this feature?

 

Filtering makes finding data easier.

When to use this feature?

 

When you want to filter by pre-set options.

Details

 

What you can filter by depends on what interface you are in within SIX. Use the buttons along the left side to choose your filter(s).

Products and Labor Items

 

Common filters for Products and Labor Items are Category, Manufacturer, and Phase.
 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/quick_filter_options.jpg

 

When viewing the Item List within a Project, this list of filters expands to include things like Locations, Systems, Estimate Number, Schedule, and Order and Install.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/item_grid_quick_filter.jpg

 

The Options filter has the following pre-sets in the Product/Labor Explorer:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/quick_filter_options_products_and_labor.jpg

 

When in the Item Grid within a Project, the Options relate to zero Cost/Price and to Owner Furnished Equipment (OFE):

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/item_grid_quick_filter_options.jpg

Packages

 

The only Package filter besides Options is Package Groups:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/package_quick_filter.jpg

Projects

 

The filters for Projects are Client, Progress, and Resources.

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/project_quick_filter.jpg

 

The Options button for the Project Quick Filter are shown below:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/project_quick_filter_options.jpg

Applying Filters

 

Depending on what interface you are in, Quick Filters will either apply as you select filters or on some forms you will have to click the [Apply] button:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/apply_button.jpg

Show Filter

 

When a filter is applied, the [Show Filter] button becomes active. Clicking this will display a summary of the applied filters:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/show_filter_button.jpg

Clear/Reset Filter

 

Any Quick Filter form that has an [Apply] button, also has a [Clear] button to remove the filter:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/clear_filter_button.jpg

 

You can also use the [Reset] button on the Ribbon to clear filters:

 

File:SIX_Guide/006_Catalog/002_Product_Explorer/002_Viewing_Products/Quick_Filter/reset_filter_button.jpg

Last modified
12:31, 18 Apr 2014

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