Working with the company list

The companies displayed on the company list page are based on your subscription. These companies can be the 

• results of your default search 
• results of a company search
• companies confirmed as participants when you click Show Matching Companies from the top of the project list page. 

From the company list page you can apply filters, export companies, add companies to your Watch List, edit searches, and view the projects associated with each company:

Note: You can save any of your company searches for future use. For more information on this topic, see Working with saved company searches.

This section contains the following topics: 

Viewing matching projects

You can view the projects that are associated with the companies displayed in the list. These are the projects that meet the company search criteria, including participants or bidders, if any. 

To view matching projects, 

• click Show Matching Projects from the top of the list. 

Result: The window refreshes and the project list page is displayed. For more information, see Working with the project list.  

Adding companies to your Watch List

You can add a company you want to follow to your Watch List using the Watch List star feature and the Mark As selection tool. You can assign companies to your Watch List both individually and in groups.

Using the Watch List star 

You can assign and remove Watch List tracking to individual or all companies in the list: 

• click the star at the top of the list to add all the companies displayed on the page to your Watch List. Click again to remove the companies from the list.  
• click the star on the individual company row to assign that company to your Watch List. Click again to remove the company from the list. 

Assigning companies to your Watch List using the Actions feature

You can assign companies to your Watch List using the Actions feature at the top menu bar.  

To use this feature,

• • select the companies you want to add to your Watch List. 
  • Click Actions and then select Add to Watch List. 
  • Note: Click Remove from Watch List to remove selected companies from your Watch List. 

Exporting companies

You can export a list of the companies displayed on the page in either Excel or PDF format. You can export both single companies and the entire list of companies displayed on the page.

To export companies,

Marking companies as viewed

A company listing is shaded gray in the search results when the company is marked as Viewed.  

To mark companies as viewed,

Adding and removing search terms

Once your search runs, the terms used in the search are displayed below the search bar. You can add and remove search terms to further refine your results:

Each time you add or remove search terms, the company list refreshes with the companies matching the revised terms.

To add terms to your search,

• enter the additional terms in the bar and then click the spyglass icon.

  Result: The list refreshes with the matching results and the revised terms are displayed below the search bar.

  

To remove search terms from a search,

• click the x on the search term group to open the menu and then click the trashcan icon:

Result: The search group is removed and the company list refreshes with the results matching the remaining search terms.

Saving a company search

You can save any of your company searches for future use. You can save a new search, rename a search, and make modifications to any of your existing company searches. For more information, see Working with saved company searches.

Assigning a search

System administrator's can assign searches to other users in the company.

 To assign a search,

Understanding the column values in the company list

Each column in the list contains information relating to the companies in the list.  All of the information available for the company is displayed on the line for the company.

Notes:

• Clicking on the company name value opens the details page for the individual company. For more information, see Working with the company details page. 
• For information about adding, removing, reordering, locking, and filtering columns, see Setting up your workspace.

The following table describes the fields in the company results list.

Field		Description
		The star indicates that the company is included in your Watch List. Clicking on the star adds or removes a company from your. For more information, see Adding companies to your Watch List in the section above.
Company Name		The name of the company
Company ID		The CMD- generated code for the company.
Phone Number		The phone and fax number for the company.
Fax Number
Classification / Role		The primary role that the company plays on participating projects.
Mailing Address
	Address	The mailing address for the company. This can be a different address than the street address shown below.
	City
	State/Province
	County
	Postal Code
Street Address
	Address	The physical address for the company. This can be a different address than the mailing address shown above.
	City
	State/Province
	County
	Postal Code
Search tags		Indicates that the project meets the criteria of a tagged search. To set up tags for searches, see the step for tagging searches in Saving a company search. For more information about using tags in your search, click here to see the Search Tags video.
Project Counts and Values
	Planning Project Count	The number of projects and their value in the planning stage in which the company is playing a role.
	Planning Project Value
	Bidding Project Count	The number of projects and their value in the bidding stage in which the company is playing a role.
	Bidding Project Value
	Post Bid Project Count	The number of projects and their value in the post bid stage in which the company is playing a role.
	Post Bid Project Value
	Total Project Count	The total number of projects and their value in all stages in which the company is playing a role.
	Total Project Value
	Total Material Demand	The total estimated value, or material demand, of all projects in which the company is playing a role.
Contacts
	Name	The name and contact information of the person at the company generally responsible for handling building information.
	Position
	Address
	Phone Number
	Email
Company Email		The main company email address.
Classification		The line of business for the company, such as Architect or General Contractor.
Update date		The date of the most recent update to the company listing.
Last Update		The data for the last update.
Matching Project Count		The number of projects associated with the company found in the search.
Matching Project Value		The known value of the projects for the company found in the current search.
Matching Projects Forecasted Value		The total estimated value, or material demand, of the projects for the company for the current search.

Working with the Filters menu

The Filters menu on the left side of the page lets you apply filtering options to the projects associated with the companies in the list. Each time you add or remove a filtering option, the list refreshes with the companies matching your selected options. 

Filtering options include bidding information, value, stages and category (as shown in the following example with the Stage category expanded):

Note: You can show or hide the Filters menu using the arrow on the right side of the menu.   

This section contains the following topics:  

• Applying filters to the list
• Customizing your filtering options
• Adding filters from a search outside your filter set
• Filters menu definitions and options

Applying filters to the list

To apply filters the list,  

• • click the plus + sign next to each option to expand the menu
  • make your selections or enter values.
    

    Results:

    With each filtering selection,  the project  list refreshes with the results and the total count of projects updates. 

Notes:

• • To set the menu so that the same filters are used each time, see Customizing your filtering options. 
  • For a description of each of the filtering categories, see Filters menu definitions and options. 

Customizing your filtering options

You can customize the Filters menu to include only those filtering options that you most frequently use. Your Filters menu settings remain in force until you change them, including logging in and out.  You can add filters to a saved filter set to include additional filters. For more information, see Adding filters from a search outside of your filter set. 

To customize your filtering options, 

• • Click More Filters at either the top or bottom of the menu to display all of the filters: 

• • In the menu, select the filters you want, or click All at the top left of the menu to select all of the filters. Note that clicking All again removes all of the filters: 

Note: All options are selected by default. 

• • Click Save and Close when you are done.

Result: The Filters menu changes to reflect your selections.

Adding filters from a search outside of your filter set

You can included filters from outside of your own filter set.

When you run a saved search that includes filters outside of your own set, the results match the saved search and the message Search includes hidden filters is displayed at the top of the Filters menu. You have the option to view the additional filters and decide to add them to your filter set. 

• To view and add hidden filters, 
  • click the message Search includes hidden filters to display the Add Filters menu. 
  • To add any of the filters to your filter set, click Add Filter below each category name. Repeat this step for each filter category you want to add to your filter list.
    

Filters menu descriptions and options

The following table describes the Filters menu options that you can use for filtering the companies in the list.