Working with search

Introduction

You can search for projects and companies using keywords and phrases that you want to find in project listings, project documents, company listings and associated contacts. You can create and save a new search and run a recently used search. You can also add search tags and rename and edit any of your saved searches.

Value

Our personalization service takes the work out of searching for projects. By telling us the key characteristics that are the drivers of your best projects and the most relevant to your firm, we can effectively generate a match score for each of the projects in our industry leading database. And our saved search and search tags feature make it even simpler to pinpoint the best leads for your firm.

This section contains the following topics:

Where to start your search

You can begin your search from two locations depending on expected results.

What you can find

Where you start your search

Search options you can use

Projects
Project documents
Project titles
Companies
Recent searches
Saved searches
Managed Saved Searches

The search fly-out menu for the side-bar on any page. Hover over the spyglass icon in the left side bar to display the search menu:

Use the search bar to enter keywords or details you want to find in your results.

Click Projects to open the project and company search menu. In the menu, you can
- Click the to switch between projects and companies.
- Click Projects to select Title and Documents.
- Click to select an Exact and Smart search.

Click in the Recent Searches to select one of your recent searches.

Click Managed Saved Searches to edit your saved searches.

Note: See Using the Managed Saved Search menu for information about working with your saved searches.

Projects
Project documents
Project titles
Companies

At the top of the Find Opportunities page, click Projects to show the search menu:

Click the spyglass icon.
Click the to switch between projects and companies.
Click Projects to select Title and Documents.
Click to select between Exact and Smart searching.

Using Smart Search and Exact Search

You can use Smart Search and Exact Search to find exactly the words you are looking for.

Search type	Description	Example
Exact	The exact word is looked for in the search.	Searching for Concrete returns just that word. The words concreted, concreting, are not returned.
Smart	The exact word and any words stemming from that word are found.	Searching for landscaping returns that word and any words that share the stem landscap, such as landscaper, landscape.

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,

1	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
2	To begin your search, enter one of the following in the search bar: for projects, enter the words and phrases that you want to find in project listings and documents. for companies, enter the name you want to find in company listings. Using document keyword highlighting and your Match Score Document keyword highlighting When you use keywords with your 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. Positive results show a green score for each project. For more information, see Setting Predict Preferences.
3	To initiate your search, click the spyglass icon on the search bar. Result: Your search runs and the results are displayed in the Find Opportunities pane.
4	See the following to continue: Saving a search Working with your search results.

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

1

Once a search runs, click the Save Search button.

Result: The Save Project Search menu is displayed:

2

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.

Option	Description
Create search tag	Search tags are color coded markers that appear on project and company listings that indicate a match is found with the criteria of a specific search. Listings in your results can have multiple tags depending on the criteria of the tagged search. Note: You can only apply search tags to 5000 saved searches. To create a search tag, click Create Search Tag. In the menu, select the color you want to apply to the search. Result: The menu closes and the tag appears when a listing matches the criteria of the search.
Set as default	Use this option to set the search to run automatically each time you log in.
Applied Filters	This is the list of filters used for the search. You can remove a filter by clicking the X on the tab for the filter.

3

When you are ready, click Save to save the search.

Result: The search now appears in your list of saved searches.

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,

click on the name of the search.
Result: Your search runs and the results are displayed in the Find Opportunities window.

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

Option	Description
Edit filters	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.
Save as a new search	Run the search. Click Save Search. Enter the new name in the Save Project Search box. Click Save As New Search.
Rename search	Run the search. Click Save Search. Enter the new name in the Save Project Search box. Click Save.

Using the Managed Saved Searches 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,

1

Click inside the search bar and select Manage Saved Searches in the popup box.

Result: The Managed Saved Searches menu is displayed:

2

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.

3

Click Close Window when you are finished. Your changes are automatically saved.