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Once you are satisfied with your search keywords and criteria selections, 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, or 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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Viewing, Reordering or Editing Your Saved Searches
Once you have created one or more saved searches, you can easily customize them as your business needs change by reordering how your search results are displayed or by editing the name of your search and/or changing the search filters and tags used in your saved search.
List View vs. Map View
After you have saved a search, you can choose to have your search results presented as a list or as a map.
The project list view provides you with an easy-to-read overview of your search results, including:
Project (or company) name
An indication of whether or not documents are attached to the project and if so, what kind
If there is an open invitation to bid
The project’s estimated value
The project's match score
The location and status of the project
The bid and start date for the project, as well as the date of the last project update
Any applicable color-coded search tags (this field applies to project searches only)
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The company list view provides you with the company name, location and a running count of the associated projects for that company. This last field can be particularly helpful when searching for new projects and sorting for company name (see below).
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Another way to view your project search results is using the map view. Simply click on Maps in the drop-down menu (shown below), and your search results will populate a map with “pins” that indicate the location of the projects contained in your search. Your search listings will appear on the left for easy reference and will include all the information about your project as with the list view.
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To view the exact location of a project, click on a pin on the map. This will bring up the project summary for that particular project.
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If you see a project and what to know its location on the map, click on the project name for the projects listed in the left menu (see below).
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This action will zoom in on the map to focus on the selected project and open a project card with more information about the selected project.
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If you find a project you’d like to investigate further while you are in Map view, click on the name of the project. This will take you to its corresponding project details page where you can learn more about that project. If there is a paper clip visible on the project summary, this means that there are one or more documents attached to that project. Hover over the paper clip to preview the type(s) of documen
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Sorting or Reordering Column Headings
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