Searching the Takeoff Details Grid

The grid on the Takeoff Details tab is unique among Sage 100 Contractor grids. It provides more menu options, and therefore more functionality than the grids on other windows and tabs.

The Find item on this menu opens an enhanced Search Takeoff window that you can use to search the entire takeoff, including multiple grids, as well as the displayed bid item and phase. You can choose whether to search in a selected column or all the columns in the current grid. In addition, you can filter these searches by bid item or by phase. You can easily view search results and navigate to the matches using a variety of filters.

To search using the enhanced search window:

  1. Display the enhanced search window.

    In the 9-5 Jobs grid, right-click in the column you want to begin searching, and then click Find on the shortcut menu.

  2. In the Search for box, type the text that you want the program to match in the searched records.

  3. Choose whether to search only in the column you selected in step 1 or in all the columns. The default search column is the one you right-clicked to begin the search.

    If you accept the default Search only the [Description] column option, you limit the scope of the search to the original column.

    If you want to widen the search to all visible columns in the grid, select Search all the columns in the current view.

  4. Use the Limit search to option to restrict the search to specific takeoff elements. You can select:

    • Bid Item, to search all the bid items for a selected phase.
    • Phase, to search all the phases for a given bid item.
    • Current Grid, to search only the currently selected bid item/phase.
    • Takeoff, to search the entire takeoff.
  5. Start the search by clicking one of the following buttons:

    • Click [Find Next] to find the next occurrence of the specified search text.

      You can continue to click Find Next until you find the instance you are looking for, or until you receive a message saying that no more instances were found.

    • Click [Find All] to list all the matches in a separate results screen.

      Tip: In the results screen, you can double-click a row (or select the row and then click [Go To Row]) to highlight the specific entry in the takeoff grid.