Searching for Projects and Companies

ConstructConnect uses your profile information to auto generate suggested searches that can return projects most closely aligning with your business. Rated by Match Score, you can immediately see which projects are the best match for your company. You can search for projects and companies using keywords and phrases that you want to find in project or company names, or in project descriptions, 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).

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.

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.


From the left sidebar menu on any page, click on the spyglass icon to display the Find Opportunities page. On that page, begin by entering a keyword or keyword phrase in the search bar. This will display a series of checkboxes that you can select 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).

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.

When searching for companies, you can only search the name field.

Applying Search Filters

If you need to further narrow your search, you can apply any number of project filters to refine your results. For example, you can search by status, location, building use, type, date ranges, trades, sector, value, document type or status.

If you search results are still too broad, you can also choose from advanced filters: contracting method, project section, category, stories, floors below grade, unit types and certifications.


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.


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)

List View - Projects

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).

List View - Companies

 

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.

Map View - Projects

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.

Pinned Projects - Map View

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).

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.

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

Sorting or Reordering Column Headings

For any saved search, you can organize, sort and save your results according to your preferences by clicking on the column icons to the right of the search bar (shown below). You can also choose to sort column results in ascending or descending order by clicking on the column header.

Choose which information you’d like to display by clicking on the checkboxes for each column heading. Click Reset to Default to revert to the settings associated with your default search.

You can also select the order of information for your search results, according to what’s most important to you (e.g., invitation to bid, match score, location, etc.). Click Close when you are finished to save your settings for that search.

You can rename your search, select a different search tag color, or add or remove filters at any time. Click on the pencil icon (shown below) to rename your search.

Click on the colored search tag to change or remove it.

You can also change your filter settings at the left or click Clear All to remove all your pre-selected filters and search tags associated with this saved search.


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).

NOTE: Your Default search will always be the first search to appear in your list of recent searches.

To access your saved searches, click on the Load Search button.

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.

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.

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 to start fresh.

 

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