Managing 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. Sort Fields can also be used as WBS (work breakdown structure) codes to help users communicate with Owners.

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

• Managing Sort Fields
  • Adding Sort Fields
  • Editing Sort Fields
  • Deleting Sort Fields
• Managing Sort Codes in a Sort Field
  • Adding Sort Codes
  • Editing Sort Codes
  • Deleting Sort Codes
  • Exporting Sort Codes
  • Importing Sort Codes

Managing Sort Fields

Adding Sort Fields

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click the New Sort Field button.
3. You will be required to fill out a Name and a Key.
4. Click Save.

Editing Sort Fields

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click the 3 dots (ellipses) next to the Sort Field you wish to edit.
3. Click Edit.
4. In the Update Sort Field modal, make your edits and select Save.

Deleting Sort Fields

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click the 3 dots (ellipses) next to the Sort Field you wish to delete.
3. Click Delete.
4. A confirmation modal will appear stating that this deletion will break its association with all Line Items currently linked to it. Select Confirm.

Managing Sort Codes in a Sort Field

Adding Sort Codes

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click Edit Sort Codes next to the Sort Field you wish to add Sort Codes to.
3. Select Add Sort Code, and a New Sort Code modal will appear.
4. You will be required to fill out a Code and a Description.
5. Click Save.

Editing Sort Codes

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click Edit Sort Codes next to the Sort Field you wish to edit.
3. Double-click in any Code or Description cell to edit.
4. Press the Enter key or click away to save.

Deleting Sort Codes

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click Edit Sort Codes next to the Sort Field you wish to delete Sort Codes from.
3. Select the Trash icon next to the Sort code you wish to delete.
4. A confirmation modal will appear stating that this deletion cannot be undone. Select Confirm.

Exporting Sort Codes

There are two areas where a user can export Sort Codes: the Sort Fields list and the Sort Codes modal.

Exporting from Sort Fields List:

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click the 3 dots (ellipses) next to the Sort Field you wish to export.
3. Select Export Sort Codes.
4. A CSV download will appear and land in your computer's downloads folder.

Exporting from Sort Codes Modal:

1. Hover over Admin in the top-right corner of the screen and select Sort Fields.
2. Click Edit Sort Codes next to the Sort Field you wish to export.
3. Click Export Sort Codes.
4. A CSV download will appear and land in your computer's downloads folder.

Importing Sort Codes (Paste From Clipboard)

1. Open a worksheet (Microsoft Excel, Google Sheets, Apple Numbers, etc.).
2. Create two columns for Code and Description. Fill out these columns with data.
3. Copy them all (CTRL + A then right-click, Copy or CTRL + C).
4. Back on Ediphi, hover over Admin in the top-right corner of the screen and select Sort Fields.
5. Click Edit Sort Codes next to the Sort Field you wish to import Sort Codes into.
6. Click Paste From Clipboard, and your copied worksheet data will be pasted.

If you have any questions, feel free to contact our support team, and we'll be happy to help!