Search & Filter

In the detailed search, you can search and filter all projects and protocols and export the results as a PDF report.

1. Gantt chart (entries on a timeline)
2. List view (list of entries)
3. Table view (entries with associated costs)
4. (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").

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 search for terms using the text search, or on mobile devices, set filters using the funnel icon and on PC use the left column with the filters.

Filter Options

You can filter by the following criteria:

1. Gantt Chart / Timeline of Entries

The search results can now be displayed on the timeline as a Gantt chart on both tablet and PC. 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 their sequential number
  

3. Table View (Costs)

With the table view, you can list, view, and analyze all costs (across projects) using filters.

If no filters are selected, you'll see the costs of all projects with subtotals for companies including net & gross values.

Tip: Click on the blue-highlighted entry number to jump directly to the respective entry.

Practical Example: Cost Overview and Urgent Notices for Construction Defects

Learn how to quickly review costs for all defects and send PDF urgent notices to the relevant trades in a few simple steps:

1. Start by selecting filters in the Table View. You can filter by trades, companies, or specific individuals—BauMaster offers all these filtering options.

2. Depending on your filter settings, you will get a cost overview of all construction defects in a project, for example.

3. If you would like to send these as an urgent notice (PDF) to the responsible trades, switch to the list view:

The paper airplane icon will appear 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: For the costs to be displayed in the search report, you must check them in the detailed view!

All other settings are identical to those of the PDF protocols -> PDF layout. As with the protocols, you can create a preview

5. Enter a custom subject and email text under Email Settings.

6. Click on Send.

Sent documents are stored in Documents and Plans under PDF Search.

The recipient list is also available here - allowing you to track who you sent which information to and when, and whether the recipient has opened the file.

Practical Example: Warranty Cases Over the Years

When dealing with a warranty case in a completed project, you need to quickly find the documented execution details. Since you don't remember exactly which company was responsible at the time, you first filter by project.

There's an issue with the roof. You enter "roof" in the text search field.

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.

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