Managing Estimate Sort Fields & Codes

In Ediphi, Estimate Sort Fields and Codes help organize and structure estimate line items to suit your team’s workflow. Added by Global Admins, Regional Admins, and Project Owners, these customizable fields enable project creators and owners to apply relevant sorting options, making it easier for all users to navigate and manage estimate data efficiently. You are able to toggle specific Sort Fields to show on the project. Sort Fields can also be used as WBS (work breakdown structure) codes to help users communicate with Owners. See below for how to manage estimate sort fields and the codes within these sort fields.

In this article

Note: A user can manage Estimate Sort Fields & Codes from 3 different areas: the My Projects page, the Project Overview page, and within an Estimate.

Sort Fields

Creating Estimate Sort Fields:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Within the pop-up window that appears, click Add Sort Field.

  1. You will be required to fill out a Name and a Key.
  2. Click Save.

Editing Estimate Sort Fields:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Double-click in any Sort Field or Key cell to edit.
  2. Press the Enter key or click away to save.

Pro Tip: Users will only be able to edit cells for any Sort Fields that have the Project type.

Duplicating Estimate Sort Fields:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click the 3 dots (ellipses) next to the Sort Field you wish to duplicate.
  2. Click Duplicate.

  1. In the Duplicate Sort Field modal, select a destination project and select Duplicate.

Deleting Estimate Sort Fields:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click the 3 dots (ellipses) next to the Sort Field you wish to delete.
  2. Click Delete.

  1. A confirmation modal will appear stating that this deletion will break its association with all Line Items currently linked to it. Select Confirm.

Sort Codes

Note: Users will only be able to manage Sort Fields that have the Project type. To manage Sort Fields that have the Company type, please reach out to a Global Admin. See our Managing Sort Fields for Your Company article to learn more.

Adding Sort Codes to a Sort Field:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click Edit Sort Codes next to the Sort Field you wish to add Sort Codes to.
  2. Select Add Sort Code, and a New Sort Code modal will appear.
  3. You will be required to fill out a Code and a Description.
  4. Click Save.

Importing Sort Codes to a Sort Field (Paste From Clipboard):

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  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.

Pro Tip: If you are running into issues with your Clipboard settings, please review our Browser Troubleshooting article.

Deleting Sort Codes on a Sort Field:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click Edit Sort Codes next to the Sort Field you wish to delete Sort Codes from.
  2. Select the Trash icon next to the Sort code you wish to delete.
  3. A confirmation modal will appear stating that this deletion cannot be undone. Select Confirm.

Editing Sort Codes on a Sort Field:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click Edit Sort Codes next to the Sort Field you wish to edit.
  2. Double-click in any Code or Description cell to edit.
  3. Press the Enter key or click away to save.

Exporting Sort Codes on a Sort Field:

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. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click the 3 dots (ellipses) next to the Sort Field you wish to export.
  2. Select Export Sort Codes.
  3. A CSV download will appear and land in your computer's downloads folder.

Exporting from Sort Codes Modal:

  1. Within your My Projects page, hover your cursor over a project, click the 3 dots (ellipsis) on the right, and then select Manage Estimate Sort Fields.

  1. Click Edit Sort Codes next to the Sort Field you wish to export.
  2. Click Export Sort Codes.
  3. A CSV download will appear and land in your computer's downloads folder.

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

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