You can define up to four item sort orders for a standard database. Each sort order can contain up to four levels that organize items by WBS code, group phase, phase, price code, job cost phase, or material class.
The sort orders appear in the Sort Item List by menu when you perform takeoff or standard database maintenance.
Before you begin
You must open a standard database to set up item sorting. How?
To set up item sorting:
- In the Database Settings window, click on the Item Sorting tab.
- Select the number of the item sort that you want to set up. You can set up four different item sorts for a standard database.
- (Optional) Enter a name for the item sort. If you do not enter a name, Sage Estimating uses the elements that you select as the name.
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From the Available Elements list select each element to be included in the sort and click [>]. Use the Priority buttons to adjust the order of the sort elements.
For more information, click
on the title bar of the window, and then click a field or button. - When you finish setting up your item sorts, click [OK] and then close the Database Settings window.
Tip: To use a work breakdown structure in an item sort, you must first set it up. How?