You can use the Filters the Filters menu to locate projects by assignment to a particular person or to find projects as yet unassigned, or by location, key project events, and and building use:
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or building use.
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Note:
Filters are applied to each tab except the Inbox tab.
All tabs are automatically updated with the results with each filter selection.
Click Clear All at the top of the menu to clear all selections.
The following table describes the filtering options you can apply to the list. in more detail.
Filtering by estimator lets you see the projects by individual estimator. All the estimators in your company are shown in the Estimator list, including yourself.
To filter by estimator,
ClickOption | Description |
Estimator
Assigned | When you use the Assigned filter, you will see projects that have been assigned to people within your organization, including yourself. You can also see which projects have not yet been assigned. To use this filter, click on the box next to one or more |
names to display the projects for the selected |
employees. There are no limits on how many people you may choose. | |
Location | The Location filter allows you to check projects within your geographical area (maps to your profile settings) or by a specific zip code. To use this filter, either click on the box next to the Profile Service Area field or enter a zip code you wish to search in the search box. If you wish to expand your search further, you can also do national or international searches (Canada only) by county, state, zip code or country by clicking on the Select Counties or State / Province link in the filter menu. This will open a new pop-up window (shown below) where you can enter the relevant search criteria.  If you wish to further refine your search, click on the Select Profile Service Area button (shown above). This will ensure that your search results align to your pre-determined geographic search area, according to your Bid Center profile. |
Events | Use the drop-down list within this filter to select your bid date search criteria.  |
Building Use | Filter |
your projects according to the end build / functional use of the |
building. |
Click on Show More to see the full list of filtering options. |
Events / Bid Date
Use the drop-down list to filter by the selected bid date:
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