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The Insight: Companies page lists both the projects companies that are a match with your your Insight CRM search and the projects that you have companies imported directly into your Salesforce your account. You can use the features on the Insight: Projects page Companies page to filter and sort the project company list, search for specific terms in projects companies and view the project listing in Salesforcethe Salesforce listing for each company. 

Note: The companies in the list are acting as participants on the projects displayed on the Insight: Searchpage. 

This section contains the following topics: 

  • How to use the the Insight: Projects pageCompanies page
  • Applying View filters
  • Selecting and ordering the columns
  • Searching the projects companies in the list
  • Using the filters menu
  • Understanding project column values Anchorsf using insgh projs pagesf using insgh projs pagecompany column values  

How to use the Insight:

Projects

Companies page

The Insight:  Projects Companies page lists the Insight projects that are imported into your account based on your CRM search in Insightthe companies that are a match with your Insight CRM search or are companies imported directly into your Salesforce account. You can use the features on the page to review the projects companies for potential opportunities, leads and accounts other options. 

To use the Insight: Projects pageCompanies page,

  • use the features on the page to sort, filter, and search the list of projectscompanies. You can also view the the Insight details pages for the projects in Insightcompanies. Use the topics in this section for more information about performing these tasks. 

  • To view the details of a project in company in Salesforce, click on the Name value in the column list to list to open the related details page. From there you can review and select the project company for an opportunity, lead account or other or other optionoptions. For more information, see the Help topic for each feature in Salesforce.  Anchorsf global ins projsf global ins proj

Applying View filters

You can apply a global filter to all of the projects companies in your account by using the View feature at the top of the page. 

To apply a View filter, 

  • in the View menu, select the option to use. 
    Result: The menu refreshes and the projects companies displayed match your selected option. 

The following page describes the options you can use in the View menu.    

Recently Updated ProjectsProjects updated
OptionDescription
Projects Owned by MeProjects that are assigned to your Salesforce account.
All Project CompaniesCompanies assigned to your Salesforce account. These can be companies both associated and not associated with projects in your account.
Project Companies from Projects w/ Recent Bid Status Change(s)Companies associated with projects that have recent changes in the associated project bid status.
Project Companies from Recently Awarded Project(s)Companies that have bid awards within the last 24 hours.

Project Bid Dates within Next 7 Days

Projects scheduled to go to bid within the corresponding date range.Project Bid Dates within Next 14 DaysProject Bid Dates within Next 21 DaysProject Bid Dates within Next 30 DaysProject with Recently Updated Plans/SpecsProjects where the attached plans and specs with updates within the
Recently Updated Project CompaniesCompanies with recent updates to the company listing within the last 24 hours.
Recently Viewed Project CompaniesCompanies that you have viewed in Salesforce within the last 24 hours.
Recently Imported
Projects
Project Companies
Projects
Companies recently imported into
your Salesforce
your Salesforce account
within
with the last 24 hours
.Projects Flagged for Export by MeProjects in Insight that you have manually flagged for export
.
Anchorsf selcol insightproject
sf selcol insightproject


Selecting and ordering the columns

You can select up to 10 columns column values to be displayed display in the window. You can also select the left to right column order along the page.  

Note: For a description of the column values, see Understanding project To select which columns are displayed on the page, see Understanding company column values.

To open the column selection menu, 

    • click My Columns in the upper right section of the page.

To select the columns to display, 

    • in the menu, select values in the Available Fields menu and then click the arrow for Add to move them to the Selected Fields menu. 

To order the columns along the page, 

    • select the value in the Selected Fields menu and then click the arrow for either Up or Down.  Anchorsf searchfeature insprojsf searchfeature insproj  

Searching the

projects

companies in the list

The search feature at the top of the page lets you locate words that are used in the project company listings on the page. 

Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported. 

To search listings, 

  • enter the search terms in the search bar at the top of the page and then click the spy glass icon.

Result: The menu refreshes with the listings that match your search terrms. 

Note: Click the Insight: Search tab Companies tab at the top of the window to reset the page. AnchorSFfiltersmenuSFfiltersmenu

Using

 

 Using the Filters menu

You can apply filters to the projects companies in the list to get the exact results that you wantneed.  

To use the Filters menu, 

  • select the filtering option from the list and then click Apply. 

Result: The list refreshes with the revised results. Click Clear Filters to reset the menu. 

Notes:

  • To see all filters for an option, click the arrow >  to expand the option menu.
  • You can still apply filtering options even when the column for the selected option is not currently displayed in the window.     

The following table describes all of the options that you can use to filter your projects companies list. Note that you can only set ten columns to show at one time. 

sf col valu myinsightprojsf col valu myinsightprojUnderstanding the project
FieldDescription
Project
Company LocationYou can select United States and Canada, and all states, counties and provinces respectively.
Project
Company Type Stage

Select to filter by the

stage of

type of work that the company performs on a project

, which can be the following:
StageSubstage
BIDDINGBiddate Set
SUBBIDS: ASAP
MISCELLANEOUSCancelled
Disqualified Lead
Duplicate Project
PLANNINGConstruction Documents
Design Development
Pre-Design
Schematic Design
POST BIDBids Closed
Construction Underway
General Contractor Award
Low Bids Announced
Post Bid
Subcontractor Awards
Unit Prices Announced
Project Category

Select to filter by the category of a project. Note that all categories are selected by default.

Material CodeUse to filter by the CSI Division code specified in the project documents. Click to expand the menu to filter by division and subdivision.Project Last UpdatedUse the date menu to select the range for the most recent update to the project listing. All date ranges are selected by default.Project Bidding Date RangeUse  the date menu to select by upcoming bid date. All date ranges are selected by default.Project ValueEnter either a minimum or maximum dollar value, or both.Search Name

When present, select a search from the list to filter the list by the parameters of the selected search.

Anchor

. You can select both types and sub-types.

Open Project Value

Select the range to filter by the value of companies in your account.

Total Material DemandSelect the range for the estimated value of materials used on a project. For more information, see Understanding Material Demand.

  

Understanding company column values

The following table describes the values for the columns in the list.  Note: To set which columns show in the list, see Selecting and ordering the columns.  column values on the My Insight:Contacts page. 

The address
FieldDescription
Address Line 1
Company IDThe Insight ID for the
projectBid Date
company.
Address Line 2
Created ByThe date the
project goes to bid
record was created.
Bid
Created Date
Time
The
time the project goes to bid.CategoriesThe categories for the project.
person that created the record.
CityThe city where the
project Last Activity DateThe date of the most recent significant update to the project
company is located.
Commence DateThe date that work on the project is expected to begin.Completion DateThe date that the project is expected to be finished.Contract TypeThe type of contract, which is one of the following: General contractor, construction management, project management, design/build, and trade contract.CountyThe county or province where the project is located.CountryThe country for the project, either United States or Canada.Created by IDThe Salesforce user that imported the project into Salesforce. This can be different than that Owner value.Created DateThe date the project was imported into Salesforce.Estimated Confirmed

Indicates if the project estimate is confirmed by the CMD Research Department.

Values are:

  • Confirmed value - The estimate is confirmed by the CMD Research Department.
  • Staff estimate - The value for the project is an estimate provided by the CMD Research Department.
Estimated ValueThe value for the project as estimated by the CMD Research Department.Floor AreaThe total floor area for the project.Floor Above GroundThe number of floors for the project above ground or grade.Floor Below GroundThe number of floors for the project below ground or grade.Insight Project URLThe link to the project listing in Insight.
FaxThe fax number for the contact.
Insight Company Detail URLThe URL for the company listing in Insight.
Insight Participant Total Project ValueThe total value for all projects for the company or for the company associated with the contact.
Last Modified ByThe person that made the most recent update to the project
record
and the date the modification was made.
Last
UpdatedThe date of the most recent significant update to the project.
Modified Date
Last Referenced DateThe most recent date that the project was either viewed or assigned a lead creation by the system administrator.
Last UpdatedThe date of the last update to the company record.
Last Viewed DateThe date the
project
company listing was last viewed by the user assigned the
project
company.
Owner
NameThe
Salesforce user assigned the project
name of the company.
OwnershipHow the project is owned, which can be city, state, county, private, or federal. Parent CategoryThe category for the parent project, as described in Parent Project ID below.Parent ProjectWhen present, indicates that the project has multiple bid dates and contracts, and that there is another version of the project.Parent Project IDThe Insight ID for the parent project.Parking SpacesThe number of parking spaces for the project.Plan Specification DepositIndicates that a deposit for project documents is required.Plan Specification FromThe company holding the project specifications documents, including the URL link to project documents, when present.Plan Specification URLThe URL for the project documents in Insight.Pre-bid ConferenceLists the date that the pre-bid conference is scheduled.Primary Project ContactThe primary contact person for the project.Primary Project Contact PhoneThe phone for the primary contact for the project.Project IDThe Insight ID for the project.Project NameThe Insight name of the project.Prospective ProjectsIndicates that the project is not fully verified by the CMD Research Department.Record DateThe date the project is entered into Insight. Also known as List Date.Site AreaThe total site area of the project.SMS Indicator

Projects listed as service, maintenance and supply (SMS) are projects that include bids for construction materials or project materials (such as electronic equipment, furniture, and wiring). Also included is work for services or trades that are task specific, such as tree pruning, on-call, renewable, or as needed (such as snow removal). SMS bid opportunities typically call for ongoing services over time, rather than a single trade project (such as re-roofing).  These services or supplies are construction related, typically performed by contractors who are also interested in construction project opportunities.

Values are:

  • TRUE - The project is SMS.
  • FALSE - The project is not SMS.
StageThe current stage of the project.Stage Comment 1Any comments about the current stage of the project, such as Working Drawings Completed.Stage Comment 2State/ProvinceThe state or province where the project is located.StructuresThe total number of structures for the project.UnitsThe total number of individual units, or structures, for the project.Work TypeThe work type for the project, which can be Addition, Addition/Alteration, Alteration and New.ZipThe zip or postal code for the project
 
Owner IDThe Insight ID for the person identified as the company owner or contact.
CityThe mailing address city for the contact.
CountyThe county for the contact mailing address
Postal CodeThe mailing zip code for the contact.
State / ProvinceThe state or province for the contact mailing address.
StreetThe street address for the contact.
CountryThe country for the contact, either United States or Canada.
Owner IDThe person assigned the company or contact record.
Parent RoleThe role that the company plays when there are multiple companies on a project and the company is the lead participant.
PhoneThe phone number for the contact.
RoleThe role that the company generally plays on projects.
Total Open Project Material Demand ValueThe total estimated project value using RS Means Material Demand.
TypeThe role that the company typically plays on a project.