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ConstructConnect uses your profile information to auto-generate suggested searches that can return projects most closely aligning with your business. You can search for projects and companies using keywords and phrases that you want to find
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Where to start your search
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Projects
Project documents
Project titles
Companies
Recent searches
Saved searches
The search fly-out menu:
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- Hover over the spyglass.
- Click the down arrow to switch between project search options and companies
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The Find Opportunities page search bar:
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- Click the spyglass icon.
- Click the down arrow to switch between projects and companies.
- Click Projects to select Title and Documents.
- Click the down arrow to access recent and saved searches.
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Running a new search
To start a new search for projects, documents and companies, your search begins from the search fly-out menu or from the Find Opportunities page.
Note: For information about using special characters with search, see Search rules and tips.
To run a new search,
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From either the search fly-out menu or the Find Opportunities page, click the down arrow and select the type of search you want to run:
- Project
- Document (only from the Find Opportunity menu)
- Title (only from the Find Opportunity menu)
- Company
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To begin your search, enter one of the following in the search bar:
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Using document keywords and your Match Score
A keyword or a Match Score search can be used to find specific words or phrases or to locate only those lististing that are a match with your profile preferences.
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| title | Using document keyword highlighting and Match Score filtering |
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Document keyword highlighting
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by searching by project or company name, or a project’s description, details, or documents.
You can also select your search type – an exact match of a keyword or phrase (e.g., “concrete forming”) or a “smart” search that will look for variations of a keyword string (e.g., “concrete form”, “concrete forms”, “concrete formulation”). If you’re unsure what type of search to use, download this helpful tip sheet for future reference. You can also access this search guide at any time by clicking on the lightbulb icon in the search bar (shown below).
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Once you’ve identified your search terms, you can give your search a name and save it for future use. You can also add color-coded search tags or select a search as your default to make it easier to find those particular search results at a later time.
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You must enter at least one search term and criteria for your search (i.e., projects or companies, where you would like the system to search and a search type) in order for a search to be executed. A system warning message will appear if you miss this step. |
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How to Begin Your Search
From the left sidebar menu on any page, click on the spyglass icon to display the Opportunities page. On that page, begin by entering a keyword or keyword phrase in the search bar.
This will display the Search In section with a series of checkboxes and the Search Type with the options for Exact o Smart search. These sections allow you to tell the system where you’d like to search (e.g., project documents) and what kind of search you’d like to use (e.g., a smart search to broaden your search results). Applying multiple project search types will act as an “OR” search for all selected project areas except for document search which is always treated as an “AND” (i.e., Name OR Description OR Details) AND Documents).
Search In
The Search In section allows you to choose where you want to search within, Name, Description, Details, or Documents. You may select one, many, or all of the options for your search.
By default, Details is selected. Below is a list of the fields that are searched in when Details is selected:
Project Name
Project ID
Solicitation #
Status
Sector
Project Type
Building Use (and any sub building uses)
Address (street, city, state)
Description
Trade, Trade Division, and CSI Code (same as info shown in trades section of PDP)
GC Company Name (GC account name for ITB projects, not the same as "from" field on PDP)
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Running a saved or recent search
Your saved and recent searches are listed in both the fly-out menu and on the Find Opportunities page. To run either type of search,
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Editing a saved search
You can edit any saved search to have different criteria, including applied filters, tags and name.
To edit a saved search
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- Run the search
- Change any of the filtering options
- Click Save Search.
- On the Save Project Search menu, click Save.
Result: The search is saved with the new filters.
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- Run the search.
- Click Save Search.
- Enter the new name in the Save Project Search box.
- Click Save As New Search.
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Using the Managed Saved Search menu
The Managed Saved Search menu lets you rename and delete your searches and change the color of a tagged search.
To use the Managed Searches menu,
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Click inside the search bar and select Manage Saved Searches in the popup box.
Result: The Managed Saved Searches menu is displayed:
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The line for each search contains options for editing the search name and the tag color for tagged searches. You can also delete a search by clicking the trashcan icon.
To edit the search name,
- make any changes in the name box. Click Update to see the edited name in the Preview section.
To change the search tag color,
- click on the tag color and select the new color from the palate. Click Update to see the edited color in the Preview section.
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NOTE: When searching for projects, you can search by the fields name, description, details or documents. For those keywords appearing in a document search, document viewer opens to the first instance of your keyword in the document set and your keyword is highlighted anywhere it appears in the document set.
Match Score
You can search for only those projects that are a match with the selected trades and service area you have setup for your account. To use this feature,
- click Show Match Score at the top right of the window. Your results will include a green score for each project. For more information, see Setting Predict Preferences.
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From either search location, click the spyglass icon on the search bar to run the search.
Result: Your search runs and the results are displayed in the Find Opportunities pane.
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See the following to continue:
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Saving a search
You can save any of your searches for future use. All of your applied filters are saved with the search. You can save an existing saved search with a new name or different search criteria, or both. You can also add search tags and set a default search for your account.
To save a search
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Once a search runs, click the Save Search button.
Result: The Save Project Search menu is displayed:
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In the Save Search menu,
- enter the name for the search.
The following table describes the additional information you can add to your saved search.
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Search tags are color coded markers that appear on project and company listings that indicate a match with the criteria of a specific search. A single listing can be returned in a search with multiple tags depending on the criteria of the tagged search.
To create a search tag,
- click Create Search Tag.
- In the menu, select the color you want to apply to the search.
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When you are ready, click Save to save the search.
Result: The search now appears in your list of saved searches.
When searching for companies, you can only search the name field.
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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 applied 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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Loading a Search (Including Default)
There are multiple ways to load a search using the search bar, the Load Search button, or clicking on New Search.
Accessing a Recent Search
If you want to view or even rerun a recent search (including those that have not yet been saved), click on the search bar to see which keywords or phrases were used, as well as where the system searched (e.g., projects, documents) and the search type (e.g., smart).
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NOTE: Your Default search will always be the first search to appear in your list of recent searches.
Loading a Saved Search
To access your saved searches, click on the Load Search button.
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This will open up a window showing your saved searches, including what was searched, any associated colored search tags, and which search is your current default.
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Next, click on the name of a search to load it, delete it or change to your default search.
NOTE: If you make any changes to your search after loading it, you will see an “Edited” label next to the saved search name. You can then choose to save your changes or save it as a new search with a new name. If you do not save your changes, they will be discarded when you logout of the system.
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Creating a New Search
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 start fresh.
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