Working with the Insight: Projects page
- Zach Johnson (Deactivated)
The Insight: Projects page lists both the projects that are a match with your CRM search and the projects that you have imported into your Salesforce account. You can use the features on the Insight: Projects page to filter and sort the project list, search for specific terms in projects and view the project listing in Salesforce.
This section contains the following topics:
How to use the Insight: Projects page
The Insight: Projects page lists the Insight projects that are imported into your account based on your CRM search in Insight. You can use the features on the page to review the projects for potential opportunities, leads and other options.
To use the Insight: Projects page,
- use the features on the page to sort, filter, and search the list of projects. You can also view the details pages for the projects in Insight. 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.
Applying View filters
You can apply a global filter to all of the projects in your account by using the View feature at the top of the page.
To apply a View filter,
- in the View menu, select the option to use.
Result: The menu refreshes and the projects displayed match your selected option.
The following page describes the options you can use in the View menu.
| Option | Description |
| Projects Owned by Me | Projects that are assigned to your Salesforce account. |
| Recently Updated Projects | Projects updated within the last 24 hours. |
Project Bid Dates within Next 7 Days | Projects scheduled to go to bid within the corresponding date range. |
| Project Bid Dates within Next 14 Days | |
| Project Bid Dates within Next 21 Days | |
| Project Bid Dates within Next 30 Days | |
| Project with Recently Updated Plans/Specs | Projects where the attached plans and specs with updates within the last 24 hours. |
| Recently Imported Projects | Projects imported into your Salesforce account within the last 24 hours. |
| Projects Flagged for Export by Me | Projects in Insight that you have manually flagged for export. |
Selecting and ordering the columns
You can select up to 10 columns to be displayed 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 project listings on the page.
Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported.
To search listings,
- 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 Insight: Search tab at the top of the window to reset the page.
Using the Filters menu
You can apply filters to the projects in the list to get the exact results that you want.
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 all of the options that you can use to filter your projects list. Note that you can only set ten columns to show at one time.
| Field | Description | ||||||||||||||||||||||
| Project Location | You can select United States and Canada, and all states, counties and provinces respectively. | ||||||||||||||||||||||
| Project Stage | Select to filter by the stage of a project, which can be the following:
| ||||||||||||||||||||||
| Project Category | Select to filter by the category of a project. Note that all categories are selected by default. | ||||||||||||||||||||||
| Material Code | Use to filter by the CSI Division code specified in the project documents. Click to expand the menu to filter by division and subdivision. | ||||||||||||||||||||||
| Project Last Updated | Use the date menu to select the range for the most recent update to the project listing. All date ranges are selected by default. | ||||||||||||||||||||||
| Project Bidding Date Range | Use the date menu to select by upcoming bid date. All date ranges are selected by default. | ||||||||||||||||||||||
| Project Value | Enter either a minimum or maximum dollar value, or both. | ||||||||||||||||||||||
| Search Name | When present, select a search from the list to filter the list by the parameters of the selected search. |
Understanding the project column values
The following table describes the values for the columns in the list.
Note: To set which columns show in the list, see Selecting and ordering columns.
| Field | Description |
| Address Line 1 | The address for the project. |
| Address Line 2 | |
| Bid Date | The date the project goes to bid. |
| Bid Date Time | The time the project goes to bid. |
| Categories | The categories for the project. |
| City | The city where the project is located. |
| Commence 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: General contractor, construction management, project management, design/build, and trade contract. |
| County | The county or province where the project is located. |
| Country | The country for the project, either United States or Canada. |
| Created by ID | The Salesforce user that imported the project into Salesforce. This can be different than that Owner value. |
| Created Date | The date the project was imported into Salesforce. |
| Estimated Confirmed | Indicates if the project estimate is confirmed by the CMD Research Department. Values are:
|
| Estimated Value | The value for the project as estimated by the CMD Research Department. |
| Floor Area | The total floor area for 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. |
| Insight Project URL | The link to the project listing in Insight. |
| Last Activity Date | The date of the most recent significant update to the project. |
| Last Modified By | The person that made the most recent update to the project record. |
| Last Updated | The date of the most recent significant update to the project. |
| Last Referenced | The most recent date that the project was either viewed or assigned a lead creation by the system administrator. |
| Last Viewed | The date the project was last viewed by the user assigned the project. |
| Owner | The Salesforce user assigned 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 | When present, indicates that the project has multiple bid dates and contracts, and that there is another version of the project. |
| Parent Project ID | The Insight ID for the parent 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. |
| Primary Project Contact | The primary contact person for the project. |
| Primary Project Contact Phone | The phone for the primary contact for the project. |
| Project ID | The Insight ID for the project. |
| Project Name | The Insight name of the project. |
| Prospective Projects | Indicates that the project is not fully verified by the CMD Research Department. |
| Record Date | The date the project is entered into Insight. Also known as List Date. |
| Site Area | 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 | The current stage of the project. |
| 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 |
Understanding the project Related tab
The Related tab on the project details page contains additional information about the project:
The following table describes the fields in the Related tab.
| Field | Description | ||||||||||||||
| Project Participants - Contact | The names and contact information of non-binding companies and associated contacts participating on the project. | ||||||||||||||
| Project Participants - Company | |||||||||||||||
| Additional Details / Notes | The Notes section contains information relevant to the project added by the ConstructConnect Research Department. Notes can include project information such as scope, details, and subcontractor roles. | ||||||||||||||
| Update Summaries | The dates and summaries of all updates for the project. | ||||||||||||||
| Prospective Bidders | The Prospective Bidders section contains the information about the companies bidding on the project. | ||||||||||||||
| Plan Rooms | For Canada, a link to the Plan Rooms where project documents are available. | ||||||||||||||
| Material Demand by RSMeans | The Material Demand section lists materials and associated costs that are estimated to be used in the project. This information is derived using RSMeans construction cost estimating data and is listed by MasterFormat Division. Included is bare material cost, labor and equipment cost, total cost, and a description of the materials used. For more information about Material Demand, see Material Demand FAQs. Tip: Click View All at the bottom of the list to all of the information for this section. The following table describes the fields in the Material Demand section of the project results page.
| ||||||||||||||
| Material | Lists the materials and Construction Specification Institute (CSI) codes used in the project:
| ||||||||||||||
| Insight Saved Search Export Details | The name and information for the Insight search associated with the project, including the Bridge ID, the Insight saved search name and the date and time of the search run that imported the project into Salesforce. | ||||||||||||||
| Leads | The leads created from the project. | ||||||||||||||
| Opportunities | The opportunities created from the project. |
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