Sort, Subtotal, and Filter the Notepad

Use the sort feature in the NotePad tab to organize the items you have entered in the NotePad. You can sort the entire NotePad, or you can sort only the rows you select. When you sort, you can sort the NotePad by any column.

You can sort multiple columns simultaneously. For example, you can sort the NotePad first by unit to group all items by common units, then you can sort by quantity to sort the items from largest to smallest quantity with that unit.

You can filter the NotePad to show you only certain groups of cost items. By default, you can see all items in the NotePad.

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.