Quick Filter

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.

Products and Labor Items

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

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.

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

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

Packages

The only Package filter besides Options is Package Groups:

Projects

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

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

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:

Show Filter

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

Clear/Reset Filter

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

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