Working with Analyze search results

Once you perform a search in Analyze, each data tile displays the results based on the criteria used in your search. You can further refine your results using the filtering options found on each data tile, and each time you adjust the criteria each data tile refreshes with the revised results. 

Note: Click here for information about searching in Analyze

This section contains the following topics for working with the window and data tiles and the contents of each tile: 



Viewing and modifying the search criteria

The criteria used for the current search are displayed directly below the search bar tile: 

You can modify your search criteria by adding or removing terms from the menu. For more information about editing your search, see Searching in Analyze.

Repositioning the data tiles 

You can position the tiles in the window to any location that you select. The tiles remain locked in place, including when you log out and log back in, until you change them again. 

To reposition the data tiles, 

  • Click Edit on the View/Edit button at the top of the window (the button is activated when the color is blue): 

  • Click on the header for any tile and drag it into the desired position. Resize the tile by pulling on the lower right corner of the tile.
  • Click View to lock the tile into the new position (the button is active when the color is blue): 

 

Note: For information about setting the data tiles to be displayed, see Selecting default Analyze tiles

Switching between total project count and total value

You can view the total count of projects in Analyze either by total project count or by total project value. This applies to all available projects in Analyze, both before and after a search. Each time you change the value type, the project information in each of the data tiles changes to the new type. Project Count is the default setting.

To switch between project count and total value,

  • use the menu at the top right of the window:

Running, editing and assigning searches

You can run, edit and assign any of your saved Analyze and Insight searches using the options at the top of the window: 

The following table describes how you can work with searches in Analyze.

OptionDescription
Load SearchTo load and run a saved search,
  • click to open the menu, click to select the search to run, and then click Load. For more information on this topic, see Searching in Analyze.
Save SearchTo save the parameters of the current search,
  • click to open the menu, enter a name for the search, and then click Save. For more information on this topic, see Searching in Analyze.
Load Insight SearchClick to select from one of your saved Leads searches to run. 

Note: For more information, see Working with saved project searches.

Assign SearchClick to assign the current search to yourself or to others in your work group. For more information, see Assigning a search.


Using export data options

The Analyze export feature lets you select the type of export you can perform, as described in the following table. 

OptionDescription
Custom Export

Click to open the Export Analyze Data window where you can customized your report.

SelectionDescription
Charts

Select the data that you want included in your report.

Matching ResultsSelect to include a summary of each of the data types.
OptionsSelect the format for the report.
Export All ChartsSelect to export the data of each tile currently selected as a paginated PDF document.
Export All Date (xls)Select to export the results as a formatted Excel spreadsheet. Each data tile is displayed in a separate Excel tab. Also included are the top 20 projects or companies selected from the matching results at the bottom of the results window.


Common data tile features

Each data tile contains features that are common to each tile, as described in the following table. 

Feature
Description
Clearing edit optionsEach data tile has an edit option that lets you apply filters to your search results. Each time you select a filtering option, the current data tile and all other data tiles refresh with the revised data.
  • To remove filtering and return a data tile to its original position, click Any in the breadcrumb list in the current data tile. All data tiles are reset.
Exporting results

You can export the results of a single data tile using the export feature on the tile. Once you select an option, the selected export type automatically downloads to your device. Note that the export format may not be available for each tile.

  • PNG / JPG – The results are exported as the selected image type. 
  • PDF – The results are exported as a PDF document. 
  • Excel – The results are exported as a formatted Excel spreadsheet.
Sorting data tablesMost of the columns in data tile tables can be sorted by clicking on the column headers, both in ascending and descending order.
Selecting the data viewMost data tiles let you select from a variety of options for viewing the data. To change the data display, click on the icon at the top of the data tile.
Rolling up data tiles

You can roll up the data tiles so that only the top bar is visible.

  • On the menu bar at the top of the window, click Edit.
  • Click the button at the top of the tile to show or hide the tile:

Projects Over Time

The Projects Over Time section displays project counts by search term for a set period of time. You can use the menu to narrow the selected date range. Click the icons at the top of the tile to display the results as a line, graph, bubble graph and table.

Editing the date range

To edit the date range,

  • Click Edit at the top of the section.Use the Dates Showing option to select the date range:
  • Click in the calendar boxes to select a beginning or ending date, or both.
  • Select the reporting frequency for your results, which can be weekly, monthly, quarterly or yearly. Note that you can also select to show either total project count or total project value.
  • Click apply selection when you are done.

Using menu options 

The following table describes your options for viewing the Projects Over Time menu. 

ViewDescription
Line

The line view displays the number of projects in relation to the selected date range for each search term. Each search term is represented by a separate color-coded lines:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Grid

The grid view lists the dates and matching project counts in table format:

You can sort both the date and project count columns by clicking on the headings at the top of the menu.

Stacked area

The stacked area view uses color to add a dimension of volume for each search term:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Bubble

The bubble view gives you a visual indication of the volume represented for each of your search terms:

Project Location

The Project Location section displays the number of projects matching your search terms according to state or province. Click the icons at the top of the tile to display the results as a color-coded map, column, and grid.

Editing your results

To edit the locations returned in your search,

  • click Edit at the top of the section.
  • Click to expand the menu and then select the desired locations. You can also select to show either total project count or total project value.
  • Click apply selection when you are done.

Using menu options

The following table describes your options for viewing and refining your results using the Project Location menu.

ViewDescription
Map

You can use the interactive color coded map to refine your results by location:

The shading indicates the number of projects found in each state or province: lighter shading equals fewer projects and darker shading equals more projects.

  • Hovering over a location displays the number of projects by search term.

To the right of the map are colored circles that match the coloring for the search term. Hovering over a circle displays the name for the term. Clicking a circle removes or adds the term to the results. Note that you must keep at least one search term in the menu.

Using the menu

To filter results by location,

  • click on a location in the map to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column

The column view displays project counts by location for each search term:

Hovering over a column displays the count of each search term:

Using the menu

To filter results by location,

  • click on the bars to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays project counts by location for each search term:

Each search term is represented by a separate column.

Clicking on a column header resorts the column in alpha-numeric order. 

Using the menu

To filter your results by project location,

  • click anywhere on the row to add or remove the selection from your filtering. Note that the selected terms are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Company Location

The Company Location section displays the number of companies by state or province that match your search terms. Click the icons at the top of the tile to display the results as a color coded map, a column, and a grid.

Editing your results

To edit the locations returned in your search,

  • click Edit at the top of the section.
  • Click to expand the menu and then select the desired locations. You can also select to show either total project count or total project value.
  • Click apply selection when you are done.

Using menu options

The following table describes your options for viewing and refining your results using the Company Location menu. 

View Description
Map

The map displays the geographical locations of the companies by volume that participate in projects matching your search terms:

The shading indicates the number of companies found in each state or province: the darker the shading the greater number of companies found that match the search terms. 

Hovering over a location lets you see the number of companies.

Using the menu

To filter your results by location,

  • click on the locations on the map to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 
  • Click Any to reset the menu.
Column

The column view displays the number of companies for each location that have projects matching your search terms: 

Hovering over the bars lets you see the number of companies for each location. 

Hovering over the search term name highlights the search term results in the menu. 

Using the menu

To filter results by location,

  • click on the bar for the location to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 
  • Click Any to reset the menu.
Grid

The grid view lets you see the number of companies by location for each search term: 

 

Each search term is represented by a separate column. 

  • Clicking on a column header resorts the column in ascending or descending numeric order.  

Using the menu

To filter your results by location,

  • click on a row to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu. 
  • Click Any to reset the menu. 

Note: The default view displays the list in descending order by date. You can resort the list by clicking on the Count or Query column headers.

Company Role

The Company Role section displays the number and type of companies matching each of your search terms. You can choose from a variety of options for viewing the results.

Editing your results 

To edit the company roles returned in your search,

  • click Edit at the top of the section.
  • Click to expand the menu and then select the desired roles. You can also select to show either total project count or total project value.
  • Click apply selection when you are done.

Using menu options

The following table describes your options for viewing and refining your results using the Company Roles menu.

ViewDescription
Pie

The pie view displays the role and the project count and related percentages of the role for projects returned:

Each section of the pie represents a separate role or group of roles. Hovering your mouse over the sections displays the role name, the project count and percentage of the total for the role.

Using the menu

To filter your results by role,

  • click on a role segment to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Stacked

The stacked view displays a breakdown of company roles for each of your search term:

Each bar represents a separate search term, and the different segments in the bars represent the roles and corresponding project count for the role. Hovering your mouse over the bars displays the role and project count for the search term associated with that role.

Using the menu

To filter your results by role,

  • click on a role segment in the bar to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column

The column view displays the role name and corresponding project count for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role,

  • click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Bar

The bar view displays the role name and corresponding project count by for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role,

  • click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays the role name and corresponding project count for each of your search terms:

In this menu:

Each search term is represented by a separate column.

  • Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by role,

  • click anywhere on the row for a role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Project Stage

The Project Stage section displays the projects matching your search terms by Planning, Bidding, Post-Bid, and Miscellaneous stages. You can choose from a variety of options for viewing the results. 

Editing your results

To edit the project stages returned in your search,

  • click Edit at the top of the section.
  • Click to expand the menu and then click to select the desired stages.
  • Click apply selection when you are done.

Note that you can also select to show either total project count or total project value.  

Using menu options

The following table describes your options for viewing and refining your results using the Project Stage menu.

ViewDescription
Stacked
The stacked view displays a breakdown of stages for each search term:

Each bar represents a separate search term and the different segments in the bars represent the stages for the term. Hovering your mouse over the bars displays the stages and project count for the search term.

Using the menu

To filter your results by stage,

  • click on the bar to add or remove a stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays the project count by search term for each stage:

Each search term is represented by a separate column.

Each row represents a different stage.

  • Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by stage,

  • click on the row to add or remove the stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column

The column and bar view displays the number of projects for each stage:

Each group of bars represent a stage and the individual bars in a group represent different search terms. Hovering your mouse over the bars displays the search term and corresponding project count for the stage.

Using the menu

To filter your results by stage,

  • click on the bar for a stage to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Bar
Pie

The pie view displays the count and percentage of projects for each stage:

Each section of the pie represents a separate stage. Hovering your mouse over the sections displays the stage name, the project count and percentage of the total for the stage.

Using the menu

To filter by stage,

  • click on a section of the pie to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Project Ownership

The Project Ownership section displays the number of projects matching your search terms grouped into city, state, county, private, and federal ownership. You can choose from a variety of options for viewing the results. 

Editing your results 

To edit ownership types returned in your results, 

  • click Edit at the top of the section. 
  • Select the ownership type. You can also select to show either total project count or total project value. 
  • Click apply selection when you are done. 

Using menu options 

The following table describes your options for viewing and refining your results using the Project Ownership menu.

ViewDescription
Stacked

The stacked view displays a breakdown of project ownership for each search term:

 

Each bar represents a separate search term and the different segments in the bars represent the ownership types for the term. Hovering your mouse over the bars displays the ownership type and project count for the search term.

Using the menu

To filter by project owner type,

  • click on a bar to add or remove the ownership type from your filtering. Note that the selected ownership types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays the project count by search term for each of the ownership types:

 

Each row represents an ownership type and each column represents a search term.

  • Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter by ownership type,

  • click anywhere on a row to add or remove the ownership type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column

The column and bar views display the search terms grouped by ownership type ranked according to project count:

Each group of bars represents an owner type and the individual bars in a group represent different search terms.

Using the menu

To filter by project ownership type,

  • click on a group of bars to add or remove the corresponding ownership type from your filtering. Notethat the selected owner types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Bar
Pie

The pie view displays the percentage and count of projects for each of the ownership types:

Using the menu

To filter by project owner type,

  • click on the section of the pie to add or remove an ownership type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Type of Work

The Type of Work section displays the number of projects in your search results according to work type, which can be alteration, new, addition, addition/alteration and addition. You can choose from a variety of options for viewing the results. 

Editing your results

To edit the work types returned in your results,

  • click Edit at the top of the section.
  • Click to expand the menu and then select the desired work types. You can also select to show either total project count or total project value.
  • Click apply selection when you are done. 

Using menu options 

The following table describes your options for viewing and refining your results using the Type of Work menu.

ViewDescription
Stacked

The stacked view displays a breakdown of work types for each search term:

Each bar represents a separate search term and the different segments in the bars represent the work types for the term. Hovering your mouse over the bars displays the work type and project count for the search term.

Using the menu

  • To filter your results by work type,
  • click on the bar to add or remove the work type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays the project count by search term for each of the work types:

 

Each row represents a work type and each column represents a search term.

  • Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by work type,

  • click anywhere on a row to add or remove the work type from your filtering. Note that the selected work types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column

The column and bar views display the search terms grouped by work type ranked according to project count: 

  

Each group of bars represents a work type and the individual bars in a group represent different search terms.

Using the menu

To filter by work type,

  • click on a group of bars to add or remove the work type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Bar
Pie

The pie view displays the percentage and count of projects for each of the work types:

 

Using the menu

To filter by work type,

  • click on the section of the pie for a work type to filter your results by that type and click again to remove it from your filtering list. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Project Type 

The Project Type menu displays the types of projects for each search term. You can choose from a variety of options for viewing the results.

Editing your results 

To edit the project types returned in your results, 

  • click Edit at the top of the section.
  • Click to expand the menu and then select the desired project types and sub-types.
  • Click apply selection when you are done.

Note: You can also select to show either total project count or total project value.

Using menu options

 The following table describes your options for viewing and refining your results using the Project Type menu.

ViewDescription
Donut

The donut view shows the project counts by categories and subcategories:

The inner ring shows categories and the outer ring the subcategories. Hovering your mouse over a section displays the project type and the project count for that type.

Using the menu

To filter by type,

  • click on any of the sections to add or remove the category or subcategory from your filtering. Notethat the selected types are shown in the breadcrumb list at the top of the menu. 
  • Click Any to reset the menu.
Stacked

The stacked view displays a breakdown of category types for each search term:

 

Each bar represents a separate search term, and the different segments in the bars represent the project types. Hovering your mouse over the bars displays the category and project count for the search term.

Using the menu

To filter your results by project type,

  • click on the section to add or remove the type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu. 
  • Click Any to reset the menu.
Grid

The grid view displays the number of projects for each category:

 

Each row represents a project category and each column represents a search term. 

  • Clicking on the arrow next to a category name displays the associated subcategories.
  • Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by project type,

  • click anywhere on a row to filter your results by that type. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Column
Both the column and bar views display project counts for your search terms grouped by project type:


Each group of bars represents a project type and the individual bars in a group represent different search terms. Hovering your mouse over the grouped columns displays the project count for each search term.

Using the menu

You can filter the menu by category and you can see a breakdown for each of the project types, as described in the following table. 

OptionDescription
Filter by category
  • click on any of the column groups, such as Civil or Community, to filter your results by that type. Note that the type that you select is shown in the breadcrumb list at the top of the menu.
  • Click Any in the breadcrumb list at the top of the section to reset the menu.
View individual project types for a category
  • click on any bar within a category to see a breakdown of the project types included in that category.
    Note: This option only shows the individual categories for each type and is not a global filter for all Analyze tiles.
  • click Back to reset the menu.


CSI Divisions

The CSI Divisions section displays the projects matching your search terms listed according to CSI MasterFormat Division Number and project documents that include your keyword. You can view the results as a sunburst or a grid. 

Note: For more information about CSI Division Numbers, visit the Construction Specifications Institute website.

 Editing your results

To edit the CSI Divisions returned in your results, 

  • click Edit at the top of the section.
  • Click to select the desired CSI numbers to display. You can also select to show either total project count or total project value.
  • Click apply selection when you are done.

Using menu options

 The following table describes your options for viewing and refining your results using the CSI Divisions menu.

ViewDescription
Grid

The grid view displays your results in table format:

 

Using the menu

To filter your results by CSI number,

  • click anywhere on a row to add or remove that value from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Sunburst

The sunburst view displays the number of projects found for each CSI number:

The inner ring contains division numbers and the outer ring contains sub-division numbers.

Using the menu

To filter your results by CSI number,

  • click on a segment of the chart to add or remove that value from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Matching Documents

The Matching Documents section displays the number of projects with matching document types for each of your search terms.

Editing your results 

To edit the matching documents returned in your results,

  • click Edit at the top of the section.
  • Click to select the desired document types.
  • Click apply selection when you are done.

Using menu options

The following table describes your options for viewing and refining your results using the Matching Documents menu.

ViewDescription
Grid

The grid view displays the project counts for each search term according to document type:

Each column represents a separate search term and each row a separate document type.

Using the menu

To filter your results by matching documents.

  • click anywhere on a row to add or remove the document type from your filtering. Note that your selections are tracked in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Pie

The pie view displays the document type and its relative size to the whole:

Hovering your mouse over a section displays the document type, project count and percentage of the document type for the whole.

Using the menu

To filter your results by document type,

  • click on a segment of the chart to add or remove the document type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Project Value

The Project Value section groups the projects returned in your search into increments of value. You can choose to view the results as a column, bar or grid.

Editing your results

 To edit the value range and specify project values returned in your results, 

  • click Edit at the top of the section.
  • Enter a minimum or maximum value, or both.
  • Click apply selection when you are done.

 Using menu options 

The following table describes your options for viewing and refining your results using the CSI Divisions menu.

ViewDescription
Column

The column view displays the number of projects for each search term grouped by value range:

For the data displayed:

The vertical axis represent project counts in thousands.

The horizontal axis represents value in increments of a half million dollars.

Each colored column in a group represents a separate search term.

  • Hovering over a column group displays the project counts for each search term in the group:

Using the menu

To filter your results by value,

  • click on any of the column groups to add or remove the group from your filtering. Note that the selected value ranges are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Grid

The grid view displays the project count for each of your search terms ranked according to value:

The first column represents value ranges and each subsequent column represents search terms.

  • Clicking on any search term column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by value,

  • click on any of the rows to add or remove the value range from your filtering. Note that the selected ranges are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.
Bar

The bar view displays your search terms grouped by value and project count:

Each group of bars represents a value range and the individual bars in a group represent a search term. Hovering your mouse over the bars displays the search term and project count for the term.

Using the menu

To filter your results by value,

  • click on any of the bars to add or remove the value range from your filtering. Note that the selected ranges are shown in the breadcrumb list at the top of the menu.
  • Click Any to reset the menu.

Document Share

The Document Share section lets you find projects that have your keywords in common. You can see how your search results relate by comparative quantity using a Venn diagram or a table. 

Editing your results 

To edit how project data is reported in the menu, 

  • click Edit at the top of the section.
  • Click to select either total project count or total project value.
  • Click apply selection when you are done. 

The following table describes your options for refining your results using the Document Share menu.

ViewDescription
Venn

The Venn diagram uses individual circles to show the relationship in project count between search terms

 

Each circle represents a separate search term and is labeled with the corresponding term and uses a specific color. 

The area where circles overlap indicates projects that include search terms in common. Areas with no overlap indicate that there are no terms in common.

Grid

The grid view displays your results in table format: 

 

The Sets column represents the search terms found. Each row displays the number of documents that match each of your keywords, individually and in groups. The keyword is represented by a square and is color-coded to the search terms listed at the top of the window. The Count column represents the number of times the keyword is found and the % column represents the percentage the keyword is found in relation to the total results.

Menu legend

  • The keyword square and (Only) indicate the number of projects with document sections where only that keyword is found. 
  • The keyword square and (All) indicate the number of projects with document sections where both the single keyword and any other keyword are found. 
  • Multiple keyword squares without any text indicate the number of projects with matching documents for the listed keywords. 

Note: Clicking on the column headers resorts the results in ascending or descending numeric order.

Viewing matching projects and companies

A list of the projects and companies matching your search criteria is displayed at the bottom of the window. The following sections describe the information in the list. 

Using top level menu options

The following table describes the available options at the top of the menu.  

OptionDescription

Viewing projects or companies

By default, the menu is set to show the matching projects to your search criteria. You can view the companies that match your search terms by clicking Show Matching Companies.   

Sorting by date and value


Only available when viewing projects, click to sort the results in descending order by either the Bid Date or the Value columns.
ExportClick to export the list in PDF or XLS format. For information, see the section for export at the top of the page.
Save SearchClick to access the Save Search menu. For more information, see Searching in Analyze.
See All ResultsClick to view the matching projects and companies in Leads.

Note: You may have to adjust the pop-up blocker settings for your browser to see matching projects and companies.

Viewing the total and comparative project values for companies

Used when viewing the results of a company comparative search, select to view the total or comparative project counts, as described in the following table. 

Selection Description
TotalProjectCountThe total number of projects where the search term is specified in project documents.
TotalProjectValueThe total value of the product as specified in project documents.
ComparativeProjectCountOnly available for comparative search results with two or more companies, the total number of projects for each company.
ComparativeProjectValue
Only available for comparative search results with two or more companies, the total value of projects for each company.

Viewing matching projects and companies 

The following table describes the information for the project and company listings in the menu.

TypeDescription
When viewing projects

Document availability

The document icon indicates that the search has returned documents matching the search keyword.

Clicking on the icon opens Document Center to the first instance of the keyword highlighted in project documents. For more information, see Working with Document Center.


Matching Searches

Each square indicates the search terms found in the project. The squares are color-coded to the match the colors used for the search terms shown at the top of the window:

State/ProvinceThe state or province where the project is located.
CategoryThe category or categories for the project (when multiple categories are found).
Bid DateThe bid date for the project.
ValueThe value for the project.
When viewing companies

NameThe name of the company. When an active link, clicking on the company name opens the details page for the company.

Planning PoolThe number of projects in the Planning Stage for the company.

StateThe state, county or province where the company is located.

County

Role Classification Parent

The parent and child role played by the company.

  • For a full list of company roles and more information on this topic, see About NASD mapping.

Role Classification

Columns listing the Individual search terms and counts

Each keyword is represented by a separate column and the numbers represent the projects where the keyword is found for the company in project documents.

  • Clicking on the number in a column displays the projects matching the selected keyword in Leads.

Note: Depending on the search terms used, the results for an identical project search may differ between Leads and Analyze. This results from the different methods used by the two products to calculate bid packages. For more information, see the section for bid packages in the CMD Data Glossary and Best Practices.