Manage Sort Fields for your Company
In construction, certain project owners have specific ways they prefer to view estimate data, while general contractors often have their own classification methods. Sort Fields provide a flexible solution that accommodates both, ensuring consistency and ease of organization across different requirements.
Within Ediphi, Admins can use these Sort Fields to organize estimate line items with greater precision. They can be set at the company level, allowing users to seamlessly apply them to new or existing projects without the need for manual entry or activation each time. During the Grouping process in an estimate, selecting the appropriate Sort Fields helps users structure line items to align with their specific task.
In this article
- How to Add a new Sort Field
- How to Edit a Sort Field
- How to Delete a Sort Field
- How to manage Sort Codes in a Sort Field
How to add a new Sort field
- Hover over Admin in the top-right corner of the screen and select Sort Fields.
- Click the New Sort Field button.
- You will be required to fill out a Name, a Key, and add a Quantifier UoM if applicable.
- Click Save.
Note: By selecting the Estimate Standard and Schedule Standard options, when any new project gets created, it will automatically have these Sort Fields enabled within Estimates and/or Schedule, preventing users from having to manually enable them.
How to Edit a Sort Field
- Hover over Admin in the top-right corner of the screen and select Sort Fields.
- Click the 3 dots (ellipses) next to the Sort Field you wish to edit.
- Click Edit.
How to Delete a Sort Field
- Hover over Admin in the top-right corner of the screen and select Sort Fields.
- Click the 3 dots (ellipses) next to the Sort Field you wish to delete.
- Click Delete OR click Edit, and click the Delete Sort Field button (see image above).
Note: There is no confirmation before deletion. Deleting a Sort Field will delete it permanently.
How to Manage Sort Codes in a Sort Field
- Hover over Admin in the top-right corner of the screen and select Sort Fields.
- Click the 3 dots (ellipses) next to the Sort Field you wish to edit.
- Click Edit.
- Click the Manage Sort Codes button.
- Click Add Sort Code, fill out appropriate fields, and click Save OR
- Click Import Sort Codes to import a JSON or CSV. Feel free to use the sample files as a template by clicking on Sample JSON or Sample CSV buttons.
If you have any questions, feel free to contact our support team, and we'll be happy to help!