Using the Snapshot Window

The Snapshot window provides you with a high-level view of your project and company search results, and gives you access to your default material settings and personal information:

This section contains the following topics:

Using the welcome menu

The welcome menu gives you access to personal settings, saved searches, team options, and default materials settings. You can access the welcome menu from any page by clicking on your name at the top right side of the window:

The following table describes the options available from the welcome menu.

Option	Description
My Profile	Access your personal, company, login, and subscription information. For more information, see Managing Settings
Manage Searches	Access your saved searches for editing, assigned users and email alerts. For more information, see Working with the Manage searches menu.
Mange Users	Access the company and user account information for your company. For more information, see Managing User Accounts.
Manage Teams	For Pulse managers, click to access the Manage Teams window. For more information, see Using Pulse Teams.
Document Center	Access Document Center. For more information, see Working with Document Center.
Settings	Access your default product and Analyze preference. For more information, see Managing Settings.
Contact Us	Click for options to contact Customer Service, including by live chat. For more information, see Contacting Customer Service.
Live Chat

Using the sidebar menu

The sidebar menu on the left side of the window gives you access to additional Insight modules as well as different options for Insight:

	Click Snapshot to show the Snapshot window.
	Click Forecast or Analyze to access either of these modules. Note: You can only access modules that are part of your subscription. For more information about a feature not currently part of your subscription, contact Customer Service or your sales representative.

	Click Leads to show the projects page. For more information, see Leads Online Help.
	Click Watch List to access the projects and companies in your Watch List. For more information, see Working with your Watch List projects. and Working with your Watch List companies. .
	Click Export to access the documents in your export queue. For more information, see Working with documents .
	Click Pulse to access Pulse. For more information, see Pulse

Using the totals tile

The Totals tile displays the counts for total new and updated projects, and total subscribed companies and projects. All totals are based on your subscription level. Clicking on any of the totals opens the selected category in the results window, where you can refine your results. For more information about refining your results, see Working with the Project List and Working with the Company List.

The following groups are available from the totals tile:

New Projects – These are new projects added since your last log on, based on your search criteria. For first time users, this is the previous seven days of projects. Clicking on the number opens the project list page for this range of projects.
Updated Projects – These are projects with updates that match your search criteria since your last log on. For first time users, this is the previous seven days of projects. Clicking on the number opens the project list page for this range of projects.
Your Subscribed Projects – All the projects you can access based on your subscription, compared to the total number of projects in the database in the bidding or planning stage for the previous 12 months. Clicking on the number opens the project list page for this range of projects.
Your Subscribed Companies – All the companies you can access based on your subscription, compared to the total number of companies associated with project as described above in Your Subscribed Projects. Clicking on the number opens the company search results page for this range of companies. For more information, see Working with the Company List.

For company users: If you are a locked user and in a dedicated search environment, the project counts displayed are higher than the projects available for your search. However, the projects that you can access still contain the text words specified in your dedicated search.

Using the GEO tile

The GEO tile lets you match specific search result types (all, new, and updated) with your saved search criteria to locate matches by state:

The following table describes how you can use the GEO tile.

Option	Description
Country	Select either USA or Canada.
Display	Select the display option to see the corresponding matches for the selected search: All Results - This displays all matches for the search selected in the For menu. New - This displays new projects added for the search selected in the For menu. Updated - Projects with updates in the last 7 days or from the last time you logged in for the search selected in the For menu.
For	Select one of your saved searches in combination of the Display selection above.
Map	Hovering your mouse over a state displays the state name and project count according to the search you selected in the For menu: Tip: Clicking on a state opens the project results page with the projects or companies that match your search criteria based on your Display and For selections.
Legend	Hovering over a project count value in the legend highlights the matching states or provinces in the map: Tip: Clicking on a project count opens the project results page with the projects and companies that match your search criteria based on your Display and For selections.

Using the search bar tile

The search bar tile lets you use a wide range of criteria for searching in Leads:

To use the search bar tile,

1

Select the type of search you want to perform from the list.

Click...		To search...
Everything		the top five companies, projects, and documents in one results set.
Companies		by company name.
	Personal Notes	the personal notes added to a company listing.
Documents		the text in project plans and specifications.
	Plans	the text in project plans.
	Specs	the text in project specifications.
Projects		all project text.
	Title	projects by title.
	Scope & Details	projects by the scope and details section of project listings.
	City	projects by city where the project is located.
	Postal Code/Zip Code	projects by project postal code or zip code.
	Personal Notes	the personal notes added to the listing.

2

Enter your term or terms in the search box.

Note: The only special characters supported when searching are the following:

" " * ( )

Example: Using concre* returns all words beginning with concre, such as concrete, concreted, concretion etc.

For more information about maximizing your results using special characters and a full list of non-supported special characters, see Search tips and techniques.

3

To run the search, click the spyglass icon.

Result: The search runs and your results are displayed in the window. For document searches, the projects matching the search terms are displayed.

Using the search summary tile

The search summary tile displays the names and the key totals of up to the top ten active searches in your account:

Each line displays the current totals for the search, including the project count and key participants. You can access the results page for the search by clicking on any of the text in the line for the search. For more information and to access the remainder of your searches, see Searching for Projects, Searching for Companies and Searching for Documents.

Note: You can access the Manage Searches menu by clicking Manage Searches from the top of the section. For more information, see Using the Manage Searches menu.

The following table describes information in the search summary tile.

Field	Description
CRM export icon	Indicates that the project is scheduled for CRM export. For more information, see CRM Information and Guides.
Search Name	The name of the saved search. Clicking on the name displays the search results in either the project results or the company results, depending on the search.
New/Updated	The total of new or updated projects or companies since your last log in. Clicking on the number displays the search results in either the project results or the company results , depending on the search.
All	The total number of projects or companies returned in the search. Clicking on the number displays the search results in either the project results or the company results, depending on the search.
Architect Engineer General Contractor Owner Bidder	Each category displays the total number of participants for the selected type returned in the search. Clicking on the number displays the companies for the category in the company results.