Working with the My Insight: Projects page
Zach Johnson (Deactivated)
The My Insight: Projects page displays Insight projects from the following sources:
- The results of a CRM search where you are a recipient. Note that when a CRM search has multiple recipients, the search owner is the primary recipient
- Projects you have selected in Insight for CRM export
- Projects you have manually selected from the Insight:Search page
Use the features on the My Insight: Projects page to filter and sort the project list, search for specific terms in projects and view the project listing in Salesforce.
Tip: If you are not seeing a significant number of projects in your account, consider changing the Stage requirement in your search parameter.
Note: The My Insight: Projects page may not be part of your Insight Sync account. For more information, contact your sales or support representative.
This section contains the following topics:
How to use the My Insight: Projects page
The My Insight: Projects page lists the Insight projects that you can work with in your Salesforce account. Use the My Insight: Projects page to review the projects for potential opportunities, leads and other options.
To use the My Insight: Search page,
- use the features on the page to sort, filter, and search the list of projects. You can also view the Insight details pages for projects. Use the topics in this section for more information about performing these tasks.
- To view the details of a project in Salesforce, click on the Name value in the column list to open the related details page. From there you can review and select the project for an opportunity, lead or other option. For more information, see the Help topic next to each feature on the related page.
Selecting and ordering the columns
You can select up to 10 column values to display in the window. You can also select the left to right column order along the page.
Note: For a description of the column values, see Understanding project column values.
To open the column selection menu,
- click My Columns in the upper right section of the page.
To select the columns to display,
- in the menu, select values in the Available Fields menu and then click the arrow for Add to move them to the Selected Fields menu.
To order the columns along the page,
- select the value in the Selected Fields menu and then click the arrow for either Up or Down.
Searching the projects in the list
The search feature at the top of the page lets you locate words that are used in the projects in your account.
Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported.
To search projects,
- enter the search terms in the search bar at the top of the page and then click the spy glass icon.
Result: The menu refreshes with the listings that match your search terms.
Note: Click the My Insight: Projects tab at the top of the window to reset the page.
Using the filters menu
The Filters menu on the left side of the page let you filter your projects with a range of options. Each time you apply a filtering option the list refreshes with the revised results.
To use the Filters menu,
- select the filtering option from the list and then click Apply.
Result: The list refreshes with the revised results. Click Clear Filters to reset the menu.
Notes:
- To see all filters for an option, click the arrow > to expand the option menu.
- You can still apply filtering options even when the column for the selected option is not currently displayed in the window.
The following table describes the options in the Filters menu.
| Option | Description |
| Project Location | You can select United States and Canada, and all states, counties and provinces respectively. |
| Project Stage | Use to filter by project stage and substage. All stages are included by default. |
| Project Category | Select to filter by category, or intended project end-use. All categories are selected by default. |
| Material Code | Use to filter projects by the CSI Division code specified in the project documents. Click to expand the menu to filter by division and subdivision. |
| Project Last Updated Date | Use the calendar menu to select the date range for the last significant update to the project listing. |
| Project Bidding Date Range | Use the calendar menu to select the desired bid date range. |
| Project Listed Date Range | Use the calendar menu to select the desired date range for when projects are added to Insight. |
| Project Value | Enter a minimum and / or maximum value for project value. |
| Search Name | Click to select a saved search to apply the search parameters to your projects. |
Understanding project column values
The following table describes the values for the project columns in the list.
Note: To set which columns show in the list, see Selecting and ordering the columns.
| Field | Description |
| Address Line 1 | The address for the project. |
| Address Line 2 | |
| Bid Date | The date the project goes to bid. |
| Catagories | The categories for the project. |
| City | The city where the project is located. |
| Completion Date | The date that work on the project is expected to begin. |
| Completion Date | The date that the project is expected to be finished. |
| Contract Type | The type of contract, which is one of the following:
|
| County | The county or province where the project is located. |
| Country | The country for the project, either United States or Canada. |
| Estimated Confirmed | Indicates if the project estimate is confirmed by the ConstructConnect Research Department. Values are:
|
| Estimated Value | The value for the project as estimated by the ConstructConnect Research Department. |
| Floor Area | The total floor area for the project. |
| Floor Area Unit of Measure | The measurement type used for determining the total floor area of the project. |
| Floor Above Ground | The number of floors for the project above ground or grade. |
| Floor Below Ground | The number of floors for the project below ground or grade. |
| Green Building Certification | Indicates the compliance level with the Green building rating and certification system. |
| Is Prospective | Indicates that the project is not fully verified by the ConstructConnect Research Department. |
| Last Updated | The date of the most recent significant update to the project. |
| Latitude | The geophysical location of the project. |
| LEED Certification Intent | Indicates the compliance level with the Leadership in Energy and Environmental Design (LEED) Green Building Rating System®. |
| List Date | The date that the project record is created and data entered into Insight. This value is also know as Record Date. |
| Longitude | The geophysical location of the project. |
| Ownership | How the project is owned, which can be city, state, county, private, or federal. |
| Parent Category | The category for the parent project, as described in Parent Project ID below. |
| Parent Project ID | When present, indicates that the project has multiple bid dates and contracts, and that there is another version of the project. |
| Parking Spaces | The number of parking spaces for the project. |
| Plan Specification Deposit | Indicates that a deposit for project documents is required. |
| Plan Specification From | The company holding the project specifications documents, including the URL link to project documents, when present. |
| Plan Specification URL | The URL for the project documents in Insight. |
| Pre-bid Conference | Lists the date that the pre-bid conference is scheduled. |
| Project Details URL | The URL to the project details page in Insight. |
| Project ID | The Insight ID for the project. |
| Project Name | The name of the project. |
| Record Date | The date the project is entered into Insight. Also known as List Date. |
| Single Trade Classification | Indicates that the project has only one trade. |
| Site Area | The total site area of the project. |
| Site Area Unit of Measure | The measurement type used to determine the total site area of the project. |
| SMS Indicator | Projects listed as service, maintenance and supply (SMS) are projects that include bids for construction materials or project materials (such as electronic equipment, furniture, and wiring). Also included is work for services or trades that are task specific, such as tree pruning, on-call, renewable, or as needed (such as snow removal). SMS bid opportunities typically call for ongoing services over time, rather than a single trade project (such as re-roofing). These services or supplies are construction related, typically performed by contractors who are also interested in construction project opportunities. Values are:
|
| Stage Comment 1 | Any comments about the current stage of the project, such as Working Drawings Completed. |
| Stage Comment 2 | |
| State/Province | The state or province where the project is located. |
| Structures | The total number of structures for the project. |
| Units | The total number of individual units, or structures, for the project. |
| Work Type | The work type for the project, which can be Addition, Addition/Alteration, Alteration and New. |
| Zip | The zip or postal code for the project |
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