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At the top right of any page, click your name.
From the drop-down menu, click Settings.
Managing Insight Settings
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Setting Your Default Insight Product
To set the product that you want to open by default each time you log into the Insight platform:
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NOTE: This feature is dependent on your subscription and not all products may be available. Contact your sales representative or Customer Service for more information about adding products to your subscription.
Understanding Miscellaneous Stage Projects
Miscellaneous stage projects are projects listed as Cancelled, Disqualified Lead, or Duplicate Project. When excluded, only Planning, Bidding and Post-Bid stage projects are returned in your search results.
Updating Your Miscellaneous Stage Projects Settings
To update your settings to include or exclude miscellaneous stage projects within your search results:
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PRO TIP: You can also change your miscellaneous stage project settings through the Stage filter in the Filters menu.
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Using the Communication Description Setting
The Communication Description setting allows you to connect with companies looking for bidders on projects that interest you.
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NOTE: This option is not available to all users. Contact you sales representative or Customer Service for more information.
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Understanding the Update Filter
The Update Filter allows you to exclusively search for projects that have had updates made in the last 12 months. As a result, fewer projects are included in your search results on the Leadspage, but the projects that are included are likely to be more relevant to your business needs.
Setting the Update Filter
To set the Update Filter:
Open Insight Settings on the Settings page.
Select or unselect the box under Update Filter to opt in or out of this setting.
Your new selection is now saved.
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Customizing Your Analyze Tile Settings
To select which tiles you want to be displayed each time you log into Analyze:
Open Analyze Tile Settings on the Settings page.
Select or unselect the tiles until you have the selection you want to be displayed.
Click Save Changes to save your new selections.
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Setting Your Analyze Project Location Preferences
To select your preferred project location(s) in Analyze:
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