Skip to main content

Finding Item Usage in Projects

How to use the Find Usages feature to find the Projects where specific Items have been used

A
Written by Ashok P
Updated over a month ago

You can use the Find Usages in Projects feature to view the projects that contain the selected items.

find usages in.png

You can also access this for an individual product when editing via a button on the ribbon of the Edit Product form.

find usages.png

This feature uses checked-in projects for the data, e.g., if you have projects checked out to you or another user, the copy on the SI Server will be used vs. any of your locally made changes.

To use this feature, select a product or multiple products in the Product Explorer, and from the Tools tab, click Find Usages > In Projects.

This will open the Find Product Usages in Projects interface, displaying all of the products in the upper window and all the projects associated with the selected product in the lower window.

find product usages form.jpg

The columns that are displayed for products besides Manufacturer and Model are Project Count, Usage Count, Min Unit Cost, Max Unit Cost, Average Unit Cost, Min Unit Price, Max Unit Price, Average Unit Price, Min Unit Labor Hours, Max Unit Labor Hours, and Average Unit Labor Hours.

The columns that are displayed for the project usages besides Manufacturer and Model are Client Name, Project Name, Project Number, Project Progress, Usage Count, Unit Cost, Unit Price, Phase, Labor Hours, Wire Length, Price Type, OFE, Non-Billable, Optional, Accessory, Alternate, Vendor, and Updated On.

You have the option to "Include products with no project usages" in the ribbon. This is a great way to clean up your SI catalog for products that have never been used in projects.

no product usages.jpg

You can also use the Filter button to refine your filter by date or Project Status.

filter.jpg

You can export the products or project usage lists to either PDF or Excel.

export.jpg

You can also open the project directly from here via the Open button.

open.jpg
Did this answer your question?