Navigation:  SEARCH ENGINE for Estimates > Home Tab

Selection of Targeted Estimates & Synchronization

In the Home tab, select the Estimate view, for selecting estimates and/or folders with estimates (for massive selection).

In the Estimate view, browse estimates and/or folders for selection. To target the sub-folders in one time, click Add folders.

To index the targeted estimates, click Proceed. The current row being selected does not matter.

The Status column reports the successes and the failures. If an estimate is flagged as Reading, it will not be taken into account. The folders are tagged with the count of qdv files they contain.

To read hidden statuses, expand the folders: a folder have an orange status because one of its estimate is in fault.

The status bar shows "Extraction of data from estimate ...." and finally "The database is updated".

If you add an estimate later, select its row, then click Proceed. This avoids re-indexing the others.

When you select one estimate, it may happen that the synchronization cannot be terminated. In this event, close the module and reopen it; the synchronization should be terminated.  

 

Search Criteria

Go to the Search view. The view features a area for criteria (Filters) and an area for matches.

The selected fields IDs (preceded by the full path and the domain ("Branch")) initiates the matches table.

The search criteria are defined by logic equations that test the key fields (keyset).

To enter the logic equations, up to four areas are available depending on the count of domains previously checked.

Enter the conditions by left clicks, first on ⊕:

Boolean Operator ⊕

|_ <Field ID with prefix><operator><sought-after value> ⊗

|_ <Field ID with prefix><operator><sought-after value> ⊗

The boolean operator, whose values are AND (by default), OR, NAND, NOR. makes sense when several conditions are entered (Add condition).

The module adds a prefix before the field ID according to its domain: WBS, Minutes, GlobalVar, Gantt. An empty drop-down list denotes the absence of field value in the selected estimates.

To validate the sought-after value, press Enter.

To expand the equation, select Add group (alternative: press the Insert key) and repeat selection. Within an area the drop-down lists propose the key fields in their domain. To enlarge the equation editor pane, drag the border with the mouse.

To delete an equation row, click ⊗.

You can save the configuration (source(s) of data and filters) (its name shows) and reload it later.

The proposed operators list adapts to the type of selected field (string, date, ...). For strings, the module provides:

The search is not case-sensitive except when specified in the table.

For numeric fields, the module provides:

 

Search

In the Search view, the matches table populates automatically. To delete persisting rows, click Refresh.

To alphabetically order a column, click its header.

To hide/show the ribbon, click the ^ toggler on the upper right corner.

To locate the originating row, select the row and double click the row. This opens the Estimating module, shows the relevant tab and selects the matching row. Exception: matches against Global variables.

NOTE If the matching row is part of a set, the link points to the set header.

 

Ignore the matches that show without path.

The absence of match may be due to the following:

▪no estimate in the selected scope meets at least one criterion

▪the status of estimates is still Reading.