Filtering projects in thesheet

How to filter your project

thesheet's filtering system helps you organise and view your projects more efficiently. Whether you're managing a large project or preparing to export your spec sheet, filters let you focus on exactly what you need.

Using the filter menu

1. In Sheet view of your project, locate the Filter icon in the top right corner
2. Click the icon to open the filter menu
3. Choose from multiple filtering options:
   • Hide Product Alternatives - Show only main products
   • Product Status - Filter by status (Draft, Proposed, Approved, Rejected, Ordered)
   • Product Specifications - Filter by:
     • Category
     • Material
     • Colour
     • Brand
     • Supplier
     • Space
4. Click Apply to update your view
5. To remove filters, click Reset in the filter menu

Note: You can combine multiple filters to create highly specific views of your project.

Practical uses for filtering

Managing large projects

• Focus on outstanding items
  • Filter out approved and ordered products to concentrate on items still needing attention
  • Particularly useful when managing client feedback and approvals
• Category-specific reviews
  • Filter to show only specific categories (e.g., furniture) after completing others (e.g., finishes, flooring, switches)
  • Helps maintain focus on one type of product at a time
• Space-based organisation
  • View products for specific rooms or areas individually
  • Useful when presenting options to clients room by room
• Supplier-specific lists
  • Create filtered views showing products from specific suppliers
  • Helpful when preparing for quote requests or orders

Using filters with other features

Sorting

Filters work seamlessly with thesheet's sorting features. Combine filtering and sorting to:

• Organise filtered products by space or category
• Create more specific groupings of products
• Maintain better project organisation

Exporting

When exporting your project to PDF, filters help you:

• Create focused spec sheets for specific rooms or categories
• Generate supplier-specific product lists
• Produce status-based reports (e.g., all approved items)

Note: The export feature will include all products currently visible in your filtered view.

Tips for effective filtering

• Start with broader filters and narrow down as needed
• Use multiple filters together for more precise results
• Remember to reset filters when you want to view your entire project
• Save time by filtering before exporting specific sections of your project
• Combine filtering with sorting for optimal project organisation

For more information on organising your projects, see our guides on:

• Project sorting
• Exporting project spec sheets