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Sort Order on the Estimate Tab: If you have chosen a Sort Order, this Sort Order should apply to everything you do in the estimate. If you want to add a new item, it should automatically insert it in the Sort Order you have selected. In our case, we want the Sort Order to be by Reference Number. Also, once you select a Sort Order, you shouldn't have to reset it when you re-open the estimate.

• Linda Guinn
• Aug 14 2015
• Likely but not yet planned

ProContractor

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• Votes (17)

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  Jared Trodahl commented

  June 07, 2016 20:35

  When I sort my change orders by cost code and then save the order it all goes out the window when I export the report to excel or a word document.  If the items are sorted and saved they should hold that order thru all reports.

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  Linda Guinn commented

  August 21, 2015 14:20

  Mike, do you know when this will be included in a release. This has been very frustrating for my PMs. It is easy to sort in the estimate by double clicking in the heading. The real problem is that if you use Explorer to copy from another estimate, the order of entry sort makes it hard to find the item reference you are looking for. Why does the Catalog automatically sort by reference number, but the Estimate can’t?

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