Information pertaining to certain groups of records can be seen with the Grouping tool on the Project Info tab. 

Click the Grouping icon to see the Grouping dialog.

Filter By

Several selections are provided as criteria to Filter the records by. When a selection is made, all records in the spreadsheet will be grouped by the criteria for review. 

In the Filter By panel, each group of records can then be expanded by clicking on the + symbol to display the records contained in the group. 

Group Information

When a Group is selected in the Filter By panel, information about the entire group of records can be seen in the dialog, such as the name, number of records, and pricing information. 

1. General Information - Criteria, name, and number of records in the group.
2. Price Information - Displays subtotals for pricing and discounting rates.
3. Group Description - Editable field to enter additional information about the records contained in the group. This description field is available for use in the Print Template reports. As noted below, the Save button must be clicked to save any edits to this field.
4. Manufacturers in Group - When groups are Filtered By a Tag, the manufacturers contained in the group will be listed.
5. All Options - Displays all options selected in the group. This can be helpful at a glance to verify the specification selections. 

Information in this dialog will always pertain to the entire group, even when a single record is selected in the Filter By panel. 

Group Image Resources

Four spaces are available to add images for the selected group. These images can be used in the Print Template reports.

Click Browse Image to open a File Explorer to browse and select an image file. As noted below, the Save button must be clicked to save changes made to these images.

Action Buttons

Buttons are provided along the bottom of the dialog for additional actions.

Clear All Images - Click to remove all the image files loaded. 

Save - Click to save the images and/or the description entered and close the dialog. This must be clicked to save the changes made. 

Close - Click to close the dialog without saving any changes.