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

This section contains the following topics: 

How to use the Insight:

Projects

Contacts page

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

To use the Insight: Projects pageCompanies page,

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

  • To view the details of a project in contact in Salesforce, click on the NameContact Name value in the column list to list to open the related details page. From there you can review and select the project for an opportunity, lead or other optioncontact for potential use in your account. For more information, see the Help topic for each feature in Salesforce. 
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    sf apply global ins projcontact
    sf apply global ins projcontact

Applying View filters

You can apply a global filter to all of the projects in your account the full list of contacts 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 contacts displayed match your selected option. 

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

Projects that are assigned to your Salesforce
OptionDescription
Projects Owned by Me
All Project ContactsThe total number of contacts associated with the projects in the Search tab. Note that contacts are no longer shown in this list once the contact is converted to a Salesforce contact.
My Project ContactsAll contacts associated with the projects in your account.
Recently Updated
ProjectsProjects updated Project with Recently Updated Plans/SpecsProjects where the attached plans and specs with updates within the
Project ContactsContacts with updates 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 Days
Recently Viewed Project ContactsContact listings that you have viewed in Salesforce within the last 24 hours.
Recently Imported
Projects
Project Contacts
Projects
Contacts imported into
your
your Salesforce
account
 account within the last 24 hours.
Projects Flagged for Export by MeProjects in Insight that you have manually flagged for export.

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sf selcol insightprojectsel order contact columsn
sf selcol insightprojectsel order contact columsn
 

Selecting and ordering the columns

You can select up to 10 columns to be displayed 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 column values.  To select and order the which columns are displayed on the page,   see Understanding contact column values.

To open the Column menu...the column selection menu, 

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

To select the columns to display, 

    • in the Column 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.  
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      sf
      searchfeature insproj
      searching contacts
      sf
      searchfeature insproj
      searching contacts

Searching the

projects

contacts in the list

The search feature at the top of the page lets you locate words that are used in the project contact 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 Contacts tab at the top of the window to reset the page. 

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SFfiltersmenuSFfiltersmenufilters menu contact
filters menu contact

Using the Filters menu

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

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 contacts list. Note that the maximum number of columns you can only set ten columns to show at one timedisplay is ten. 

FieldDescription
Project
Contact LocationYou can select United States and Canada, and all states, counties and provinces respectively.
Project Stage

Select to filter by the stage of 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.
Contact Type

The type of work associated with the contact.

Open Project ValueThe total value of the projects for all the contacts in your account.
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 NameWhen present, select a search from the list to filter the list by the parameters of the selected search
Total Material Demand ValueThe total Material Demand value of the projects associated with the contacts in your account.

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sf col valu myinsightprojcolumn contact values
sf col valu myinsightprojcolumn contact values

Understanding the

project

contact column values

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

FieldDescription
Address Line 1
CompanyThe
address for the project.Address Line 2Bid DateThe date the project goes to bid.Bid Date TimeThe time the project goes to bid.CategoriesThe categories for the project.CityThe city where the project 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.Last Activity DateThe date of the most recent significant update to the project.Last Modified ByThe person that made the most recent update to the project record.Last UpdatedThe date of the most recent significant update to the project.Last Referenced
company associated with the contact.
Contact IDThe Insight ID for the company associated with the contact.
Contact NameThe name of the company contact.
Created ByThe date the record was created.
Created DateThe person that created the record.
EmailThe email address for the contact.
FaxThe fax number for the contact.
First NameThe first name of the contact
Insight Company IDThe Insight ID for the company. For contacts, the company associated with the contact.
Insight Participant Total Project ValueThe total value of all projects for companies associated with the contact.
Lead SourceThe source for the lead, which is Insight.
Last Modified ByThe person that made the most recent update to the contact listing.
Last Modified DateThe date of the most recent update to the contact listing.
Last NameThe last name of the contact.
Last Referenced DateThe most recent date that the
project
contact was either viewed or assigned a lead creation by the system administrator.
Last Viewed DateThe
date
last deate the
project
record was
last
viewed by the
user assigned the project
account owner for the contact.
Owner
Linked-In ProfileThe
Salesforce user assigned the project.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
 
URL for the LinkedIn profile for the contact.
Mailing CityThe mailing address city for the contact.
Mailing CountyThe county for the contact mailing address
Mailing Postal CodeThe mailing zip code for the contact.
Mailing State / ProvinceThe state or province for the contact mailing address.
Mailing StreetThe street address for the contact.
Mailing CountryThe country for the contact, either United States or Canada.
OwnerThe person assigned the company or contact record.
PhoneThe phone number for the contact.
TitleThe business title for the contact.
Total Open Project Material Demand ValueThe total estimated project value using RS Means Material Demand.
TypeThe typical role played by the contact at the company.