Content Comparison

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 Insight: Projects page

Applying View filters

Selecting and ordering the columns

Searching the projects in the list

Using the filters menu

Understanding project column values Anchorsf using insgh projs pagesf using insgh projs page

Table of Contents

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 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 next to each feature in Salesforce. Anchorsf global ins projsf global ins projon the related page.

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.

Option	Description
Projects Owned by Me	Projects that are assigned to your Salesforce account.
Recently Updated Projects	Projects updated All Project Companies	Companies 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 Days
Project Bid Dates within Next 21 Days
Project Bid Dates within Next 30 Days
Project with Recently Updated Plans/Specs	Projects where the attached plans and specs with updates Recently Updated Project Companies	Companies with recent updates to the company listing within the last 24 hours.
Recently Viewed Project Companies	Companies that you have viewed in Salesforce within the last 24 hours.
Recently Imported ProjectsProject Companies	Projects Companies recently imported into your Salesforce your Salesforce account within with the last 24 hours.
Projects Flagged for Export by Me	Projects in Insight that you have manually flagged for export.

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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 see Understanding project 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.
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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 terrmsterms.

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

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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.

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Field

Description

Project Company Location

You 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:

Stage	Substage
BIDDING	Biddate Set
BIDDING	SUBBIDS: ASAP
MISCELLANEOUS	Cancelled
	Disqualified Lead
	Duplicate Project
PLANNING	Construction Documents
	Design Development
	Pre-Design
	Schematic Design
POST BID	Bids 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 Code

Use 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 Updated

Use 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 Range

Use the date menu to select by upcoming bid date. All date ranges are selected by default.

Project Value

Enter 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.

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. 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 Demand	Select the range for the estimated value of materials used on a project. For more information, see Material Demand FAQs.

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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:Company page.

The address projectBid Time time the project goes to bid. the project record

Field	Description
Address Line 1	Company ID	The Insight ID for the	company.
Address Line 2
Bid DateCreated By	The date the project goes to bidrecord was created.
Created Date		The
Categories	The categories for the project.
person that created the record.
City	The city where the project company is located.
Commence Date	The date that work on the project is expected to begin.
Completion Date	The date that the project is expected to be finished.
Contract Type	The type of contract, which is one of the following: General contractor, construction management, project management, design/build, and trade contract.
County	The county or province where the project is located.
Country	The country for the project, either United States or Canada.
Created by ID	The Salesforce user that imported the project into Salesforce. This can be different than that Owner value.
Created Date	The 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 Value	The value for the project as estimated by the CMD Research Department.
Floor Area	The total floor area for the project.
Floor Above Ground	The number of floors for the project above ground or grade.
Floor Below Ground	The number of floors for the project below ground or grade.
Insight Project URL	The link to the project listing in Insight.
Last Activity Date	The date of the most recent significant update to the projectFax	The fax number for the company.
Insight Company Detail URL	The URL for the company listing in Insight.
Insight Participant Total Project Value	The total value for all projects in which the company is a participant.
Last Modified By	The person that made the most recent update to	the company listing and the date the modification was made.
Last Updated	The person that made the most recent update to	the company listing and the date the modification was made.	The date of the most recent significant update to the project.	Modified Date
Last Referenced Date	The most recent date that the project company listing was either viewed or assigned a lead creation by the system administrator.
Last Updated	The date of the last update to the company record.
Last Viewed Date	The date the project company listing was last viewed by the user assigned the projectcompany.
OwnerName	The Salesforce user assigned the projectname of the company.
Ownership	How the project is owned, which can be city, state, county, private, or federal.
Parent Category	The category for the parent project, as described in Parent Project ID below.
Parent Project	When present, indicates that the project has multiple bid dates and contracts, and that there is another version of the project.
Parent Project ID	The Insight ID for the parent project.
Parking Spaces	The number of parking spaces for the project.
Plan Specification Deposit	Indicates that a deposit for project documents is required.
Plan Specification From	The company holding the project specifications documents, including the URL link to project documents, when present.
Plan Specification URL	The URL for the project documents in Insight.
Pre-bid Conference	Lists the date that the pre-bid conference is scheduled.
Primary Project Contact	The primary contact person for the project.
Primary Project Contact Phone	The phone for the primary contact for the project.
Project ID	The Insight ID for the project.
Project Name	The Insight name of the project.
Prospective Projects	Indicates that the project is not fully verified by the CMD Research Department.
Record Date	The date the project is entered into Insight. Also known as List Date.
Site Area	The 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.
Stage	The current stage of the project.
Stage Comment 1	Any comments about the current stage of the project, such as Working Drawings Completed.
Stage Comment 2
State/Province	The state or province where the project is located.
Structures	The total number of structures for the project.
Units	The total number of individual units, or structures, for the project.
Work Type	The work type for the project, which can be Addition, Addition/Alteration, Alteration and New.
Zip	The zip or postal code for the projectOwner ID	The Insight ID for the person identified as the company owner or contact.
City	The mailing address city for the company.
County	The county for the company mailing address
Postal Code	The mailing zip code for the company.
State / Province	The state or province for the company mailing address.
Street	The street address for the company.
Country	The country for the company, either United States or Canada.
Owner ID	The person assigned the company or contact record.
Parent Role	The role that the company plays when there are multiple companies on a project and the company is the lead participant.
Phone	The phone number for the company.
Role	The role that the company generally plays on projects.
Total Open Project Material Demand Value	The total estimated project value where the company is a participant using RS Means Material Demand. For more information, see Material Demand FAQs.
Type	The role that the company typically plays on a project, such as Accommodations/Hospitality or Utilities.

Version	Old Version 4	New Version Current
Changes made by	Zach Johnson (Deactivated)	Zach Johnson (Deactivated)
Saved on	Nov 06, 2017	Feb 19, 2020

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Key

How to use the Insight:

Companies page

Applying View filters

Selecting and ordering the columns

Searching the

companies in the list

Using the Filters menu

Understanding company column values