Working with your Watch List projects

The Watch List feature let you follow projects for any status changes and future development. You can access your Watch List projects at any time to view project changes, set up bid date reminders and alerts, and export a list of your Watch List projects in a range of formats. You can also verify which projects have been assigned to your account.

 Note: You can add projects to your Watch List from both your project search results and from an individual project listing.

This section contains the following topics: 

 


Adding projects to your Watch List 

You can add projects to your Watch List from the project results list and from the project details page. A solid blue star next to a project in a list or in the header of the project details page indicates that the project is in your Watch List

ConstructConnect Leads Project List showing watched projects


Adding projects

To add projects to your Watch List, click one of the following:


Removing projects

To remove projects from your Watch List, 

  • Click the star again to remove the Watch List status.


Note: For company administrators, the Assign Users feature on the project search results page lets you add projects to the Watch List of your company users. For more information, see the section for Assigning projects to users on the Working with the project list page. 

Accessing your Watch List projects

To access your Watch List projects, 

  • click Watch List from the menu on the left side of the page: 

ConstructConnect Leads Watchlist button

Result: The Watch List window window displays all of the projects you have selected to follow for future development:

ConstructConnect Leads Watchlist

Note: For information about your Watch List companies, see Working with Watch List companies.

Using the Watch List window options

The options at the top of the window let you perform a variety of tasks with your Watch List projects, as described in the following table. 

Option

Description

ShowClick to switch between all projects, Watch List projects and assigned projects.
For UserFor customer administrator's, click to see assigned or Watch List projects, or both, for the selected user, or for all users in your company.
Send Bid Date AlertsSelect from the list for the number of days before the bid date that you want to receive an email alert. This is a global setting and effects all projects marked for bid date alerts.
Projects

Click to switch between viewing your Watch List projects, Watch List companies, hidden projects and shared projects.

Note: See the following for more information about these options:

Companies
Hidden Projects
Shared Projects
Remove from Watch List

To remove projects from your Watch List,

1

  • Click the box at the top of the page to select all of your Watch List projects or
  • select individual projects.

2

Click Remove from Watch List.

Result: The selected projects are removed from your Watch List.

Export to Excel

To export Watch List projects as an Excel worksheet,

    • select the projects for the export. 

    • click Export > Export to Excel.

      Result: The export runs and the file is exported to your computer.

Add to CRM Export

To add projects to your CRM list,

    • Select the projects for CRM export.

    • Click Export > Add to CRM Export.

      Result: The selected projects are added to your CRM export queue.


To remove the projects from CRM export,

    • select the projects to remove and then click Export > Remove from CRM Export.

For more information, see CRM Information and guides.

Remove from CRM Export
Actions
Use to perform the following actions for projects:
  • Remove from Watch List
  • Mark as Viewed
  • Mark as Unviewed
  • Mark as Hidden

To use this feature,

1

Select the projects for action from the list.

2

Click Actions and then click one of the following.

OptionResults
Remove from Watch ListThe selected projects are removed from your Watch List.
ViewThe selected projects appear shaded gray in search results.
UnviewThe selected projects no longer appear shaded gray in search results.
HideThe selected projects do not appear any any search results.

Selecting projects for email updates

You can have alerts sent to your email address each time there is an update to a Watch List project. 

Note: The alert box on the project line turns blue when there is an alert set for the project:

ConstructConnect Leads alert box

To add or removed update alerts 

  • Click the lightening icon either 
    • on the line for the project or 
    • at the top of the page to select all projects in the list. 
  • Repeat the above to remove projects from email updates.

Setting up bid date alerts

You can set up bid date alerts for any of your Watch List projects. These alerts are sent to your email address for a specified number of days before a project goes to bid.

To set bid date alerts, 

  • click the calendar icon next to the project listing or 
  • click the calendar icon at the column to select all your Watch List projects. 

Note: The bid date alert box on the project line turns blue when the alert is active:

ConstructConnect Leads bid date alert

  • From the top right of the window, select the number of days before the bid date for the alert: 

ConstructConnect Leads set up bid day alerts

Result: The bid date alert is active for the specified date for all the selected projects.

Note: To remove projects from bid date alerts, click the calendar icon on the project line or click the calendar icon at the top of the column to remove the alert from all of your Watch List projects.

Understanding the Watch List column values

The Watch List projects page contains detailed information about each of your projects, which you can select to customize your view. 


About cancelled and postponed projects: Cancelled and postponed projects are not included in your project search results. However, when project in your Watch List  becomes cancelled or postponed, the project then appears as either Project cancelled or Project Postponed in the stage category list. See Understanding cancelled and postponed projects in the following section for more information about this class of projects. 

The following table describes the column values in the Watch List projects window. 

FieldDescription
Project IDThe ConstructConnect number for the project.
Search TagsDisplays any search tags associated with the project. For more information about search tags, see Saving a project search.
CityThe physical location of the project.


State / Province
ValueThe value of the project.
StageU.S. and Canadian construction data is mapped to a single common standard, the North American Standard Data (NASD) format.


To see a side-by-side comparison of how previous data types are now mapped using NASD, click here to download the NASD data matrix in Excel format.


The following lists both project stage and the corresponding substages:

  • BIDDING
    • Sub Date Set
    • Biddate Set


  • MISCELLANEOUS
    • Disqualified Lead
    • Bids Closed
    • cancelled
    • Duplicate Project


  • PLANNING
    • Pre-Design
    • Schematic Design
    • Design Development
    • Construction Documents


  • POST BID
    • Bids Closed
    • Construction Underway
    • General Contractor Award
    • Low Bids Announced
    • Post Bid
    • Subcontractor Awards
    • Unit Prices Announced
Bid DateThe bid date and bid date time for the project.
Bid Time
Assigned ByThe user assigning the project to the account.
Assigned Date
The date the project is assigned.
Personal NotesAny notes on the project added by you or someone you share the project with. 

Understanding cancelled and postponed projects

Projects that are categorized as cancelled and postponed are no longer actively followed by the ConstructConnect Research Department. Projects that you are following in your Watch List can change status to cancelled or postponed. However, cancelled and postponed projects do not appear in your project search results.

A project is cancelled or postponed depending on the parent and sub- stage of the project, as described in the following table.

With a project stage of...and a sub-stage of...then the project is reported as...
PlanningProject abandonedCancelled
BiddingProject cancelled
Post BidProjects cancelled
BiddingBids: Postponed indefinitelyPostponed
Tenders Tenders cancelled  Cancelled  
Cancelled/DeferredCancelled
DeferredPostponed


 




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