Reordering Estimate Line Items
In Ediphi, users can easily customize the order of their line items in both the Detailed Summary and Line Items views to suit their workflow and team preferences. Simply update the numbers in the Order column or click on column headers to quickly sort and reorganize items as needed. See below for a step-by-step guide on how to do this.
Detailed Summary
- Click on the Detailed Summary tab within the project in question.
- Under the Order column, double-click inside the cell you wish to update the order number for, type in the new number and press Enter.
- You'll notice the line item has moved to its new location in the list based on the number you chose.
Note: The Order column lists line items in numerical order. You may add as many decimal places you wish to further sort your line items.
Line Items tab
- Click on the Line Items tab under the project in question.
- Click on any column header on the grid to sort all line items by that column type. You can reverse the order by clicking on the column header again, and one more click will return the grid to the standard sort.
If you have any questions, feel free to contact our support team and we'll be happy to help!