Search & Filter
In the detailed search, you can search and filter all projects and protocols and export the results as a PDF report.
- Gantt chart (entries on a timeline)
- List view (list of entries)
- Table view (entries with associated costs)
- (paper airplane = send)
On smartphones, you'll only see the list view!
No filters are set initially and you will see all protocol items from all projects displayed together. The number of all found entries is shown ("113 matches").
Results can be grouped by:
- Protocol
- Levels & Units
- Company
- Trade
- Type
- Location
- Status
- Priority
- Category/Other
Text search
Since the text search is a real-time search, matching results are displayed even with partial terms or just a few letters.
You can immediately use the text search to look for terms, or on your smartphone use the funnel icon to set filters and on PC use the left column with the filters.
Filter Options
You can filter by the following criteria:
When the "Unit" filter's sub-units are activated, the search results will also show entries that are subordinate to the selected unit. Example: When filtering by unit for "1st floor" -> All entries related to apartments on the first floor will also be shown
Send Results
In the first step, select the recipients - activate the Distribution column for the contact who should receive the email:
In the second step, select a document heading and enter it in the Report name field. From the options, select which information and template texts should be included in the document:
If you want to send a separate document for each company that contains only the entries relevant to that company, select add individual protocol. For more information about individual protocols and protocol settings, please use the search function on this page.
In the fourth and final step, enter the subject line and email text. You can find the sent document and read tracking in the PDF Plans and Documents menu.
Views
1. Gantt Chart / Timeline of Entries
The search results can now be displayed on tablet or PC as a Gantt chart on the timeline. To do this, click on the calendar icon:
This view can be exported to a PDF document. To do this, click on the PDF icon in the top right.
2. List View
In the list view, you can see all entries that match your filters. If nothing is selected, you will see all entries from all projects.
All entries belong to a project and protocol.
- The project has a dark gray background.
- The protocol is marked with a list icon and appears above its associated entries
- The entries/tasks are displayed below according to sequential number
3. Table View (Costs)
With the table view, you can list, view, and analyze all costs (across projects) using filters.
When no filters are selected, you will see the costs of all projects with subtotals by company including net & gross values.
Tip: Click on the entry number highlighted in blue to jump directly to the entry.
Practical Example: Cost Overview & Urgency for Construction Defects
Get a quick cost overview of all defects in just a few steps. You can send these directly as a PDF urgent notice to the involved trades. Here's how:
- Select your desired filters in the table view. You can filter specifically by trades, companies, or individuals. BauMaster provides you with all possibilities!
2. Depending on your filters, you will receive a cost overview for yourself, e.g., of all construction defects in a project.
3. If you want to send these as an urgent notice (PDF) to the responsible trades, switch to the list view:
The paper airplane icon appears immediately, which you can use to send the filtered entries.
Note: Here you will see more entries because all entries are shown, including those without associated costs
4. Click on the paper airplane and assign a name for your search report, such as "Urgent Notice Construction Defects Project XY"
Important: To display costs in the search report, you must check these in the detailed view!
All other settings are the same as for PDF protocols -> PDF layout. As with the protocols, you can create a preview
5. Enter a custom subject line and email text under Email Settings.
6. Click Send.
Sent documents are stored in Documents and Plans under PDF Search
The recipient list is also available there - this allows you to track who you sent which information to and when, and whether the recipient has opened the file.
Practical Example: Warranty Claims After Years
For a completed project, you're quickly searching for documented work details related to a warranty claim. Since you don't quite remember which company was responsible at the time, you first filter by project.
There are scratches on the entrance door Section A. In the text search field, search for “door”.
You click on the item and see that a defect had already occurred during the initial installation, which was properly remedied at that time.
You contact the responsible company.
Defect Processing per Object - Multiple Companies
The filter results can also be grouped by companies or other values. This way you can create a defects PDF that is grouped by companies.
In the next step, create/send a PDF, which, as is customary in BauMaster, will be stored in the PDF Plans and Documents menu.
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