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If you need to further narrow your search, you can apply any number of project filters to refine your results. For example, you can search by status, location, building use, type, date ranges, trades, sector, value, document type, or status.
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If you your search results are still too broad, you can also choose from advanced filters: contracting method, project section, category, stories, floors below grade, unit types, and certifications.
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Previewing Projects Using The Preview Pane
Once you’ve done your initial search for projects, you can get summary information about a particular project by clicking on the Show Preview button at the far right-hand menu of your screen (shown below).
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This will open up a preview pane that gives you more detailed information about that project (pulled directly from the Project Details Page in Project Intelligence), including:
Project name and description
Key event dates (pre-bid meeting, bid date, start date)
Location
Matched trades
Other bidders for the project
Additionally, you can also view any associated documents, add the project directly to your Bid Center (by bid stage), or share the project with your colleagues or
business partners.
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To preview several projects in your search, use the up ⬆️ and down ⬇️ arrows on your keyboard to toggle between projects. The preview pane will automatically update to reflect the data of the selected project.
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Saving Your Search
Once you are satisfied with your search keywords and criteria selectionsapplied filters, you can save your search for future reference by clicking on the Save Search As button. Here you will see a pop-up window that allows you to enter a unique name for your search (e.g., Rough Carpentry - GC Bid). You can also choose to set this search as a default by clicking the Set as Default box. If you’re a CCPI Pro subscriber, you can also create a custom color-coded search tag to help you easily identify this search again in the future by clicking on the Create Search Tag box. Click the Save button when you’re done to set your preferences for this search.
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Viewing, Reordering, or Editing Your Saved Searches
Once you have created one or more saved searches, you can easily customize them as your business needs change by reordering how your search results are displayed or by editing the name of your search and/or changing the search filters and tags used in your saved search.
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The company list view provides you with the company name, location, and a running count of the associated projects for that company. This last field can be particularly helpful when searching for new projects and sorting for company name names (see below).
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Another way to view your project search results is using the map view. Simply click on Maps in the drop-down menu (shown below), and your search results will populate a map with “pins” that indicate the location of the projects contained in your search. Your search listings will appear on the left for easy reference and will include all the information about your project as with the list view.
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If you find a project you’d like to investigate further while you are in Map view, click on the name of the project. This will take you to its corresponding project details page where you can learn more about that project. If there is a paper clip visible on the project summary, this means that there are one or more documents attached to that project. Hover over the paper clip to preview the type(s) of documen documents.
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Sorting or Reordering Column Headings
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If you want to start over with an entirely new search, click on New Search. This will automatically clear all keywords, filters, and search tags you have associated with your recent or saved searches, allowing you to to start fresh.
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