Working with the Project Details Page

The project details page contains all of the available information for a project listing:

Note that the above example shows all the sections closed. Click on the section name to expand the section. 

This section contains the following topics: 

Reordering the sections 

You can change the order of the category sections to any order that you prefer. The order you select remains in effect until you change it again, including when you log out and log back in again. 

 To reorder the sections,

• drag the sections to the desired location.

Using the Actions menu

The Actions menu at the top of the listing gives you options for working with the project listing:  

The following table describes the options for working with the project listing. 

Understanding the project overview 

The overview section at the top of the page contains basic information about the project, as described in the following table.

Using the project map

The project map at the top of the page displays the exact location of the project:

To use the map,

• click anywhere on the map to open the project location in a new window using Google Maps™ mapping service.

Understanding the project summary  

The project summary displays the values and the stage of the project, as described in the following table.

Project Description

The Project Description section includes the scope of the project and any notes about the project, such as New Construction or Site Work.  

Additional Details

The Additional Details section contains more in depth information about the project, as described in the following table.

Design Team

The Design Team section lists the design companies responsible for the project. Information includes the role the company is playing on the project, the company name, the contact name and phone and email for the contact. Status indicators show if the company is an active or inactive participant on the project. 

Project Events

The Project Events section displays a list of key events for the project. Included is the event name, the date of the event and a brief description. The following are the event types that can be included in the list: 

• Start Date
• End Date
• Bid Date
• Pre-Meeting or Mandatory Pre-Bid Conference
• Site Walkthrough or Mandatory Walkthrough
• Request for Qualification - RFQ
• Request for Proposal - RFP
• Plans Available
• Bids Open
• Municipal Meeting
• Filed Sub-Bid

Project Participants

The Project Participants section contains the names and contact information of the non-bidding companies participating in the project.  Note that you can view the details page for a participating company by clicking on the company name.

The project participants list contains the following information about companies playing a role on the project:

• Company Name
• Company Role
• Contact Name
• Street Address
• Phone
• Email

Notes:

• A blue starnext to the company name indicates that the company is in your Watch List. For more information, see Working with Your Watch List Companies. 
  
  
• To see more project participants, click More at the bottom of the section.
• Click Export at the top of the section to export the list as an Excel spreadsheet.

Prospective Bidders

The Prospective Bidders section contains the information about the companies bidding on the project, including company contact information, bidding role, rank, and value, and a link to the company details page for the company. Status indicators show if the company is an active or inactive participant on the project. 

Note: Click Export to download the bidders list as a formatted Excel spreadsheet.

The following table describes the information in the Bidders section.

Planholders

The Planholders section lists the companies that hold project documents from the plan issuing authority. Planholders do not necessarily have a full set of project documents and are not necessarily bidding on the project. Status indicators show if the company is an active or inactive participant on the project. 

Working with Project Share

The Project Share feature lets you share relevant projects with your network of subcontractors, independent reps, and distributors, and even non-subscribers. Once you share a project, the details of the project are sent in an email to the contacts you select. Once a project is shared, you can see which recipients have viewed the project, including the date and time the project was viewed.

Tip: Click here to see a short video demonstrating how to use Project Share.

Note: The fields in the Project Share menu contain the following information:

• Name - the email address of the recipient. Note that you can click on the email address to send an email to the recipient.
• Date Sent - the date the project was shared.
• Last Viewed - the most recent date that the recipient viewed the project. 

Sharing a project

To share a project,

• • from the Project Share section, click Share. 
  • Complete the information for the recipient in the Share This Project menu.
  • click Send Email.  

    Note: If you are sharing the project with a subscriber, the email may arrive through the subscribed project, such as BidClerk or Insight.

Exporting the recipient list

To export the Project Share email recipients list, 

• • Click Export. 

Result: Your export is created and automatically saved to your PC.To export the full list of recipient names and the export dates and times in Excel format.

Buyer Activity Report (BAR)

The BAR provides information about contractors in your trade that are interested in the project. Derived from product activity, the BAR identifies those contractors most likely to submit bids and qualify for the project.

Included is the activity volume for individual contractors, the associated company name, the contractors’ phone and email, the report’s data source, and the contractor’s business type, trade and the most recent activity. Activity is presented at three levels, from low to high involvement with the project.

Note: The BAR is an add-on feature and may not be part of your subscription. Contact your sales representative for more information.

To export BAR details, 

• Click Export to export the details of the BAR in Excel format.

Tip: Click here to see a short video demonstrating how to use the BAR.

The following table describes the sections of the BAR.

Material Demand by RSMeans

The Material Demand section lets you see a list of those 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, and includes bare material cost, labor and equipment cost, total cost, and a description of the materials used. The total cost of all materials required is shown at the bottom of the section. For more information about Material Demand, see Material Demand FAQs.

Note:  You can filter projects by materials using the Filters menu from your search results. 

You can choose between two options for viewing materials for the project:  

• Show selected divisions only - This shows  the materials you selected in the Filters menu on the project results page, or both.
• Show all materials - Use this option when you want to see all the materials estimated for the project. For more information, see Filtering the Project List.
•  Click Export to download the material list as a formatted Excel spreadsheet.

The following table describes the fields in the Material Demand section of the project results page. 

Contracts

The Contracts section lists the contracts that are currently associated with the project. Not all projects have the full range of contract information present, as described in the following table. 

Personal Notes

The Personal Notes feature lets you add your own notations to a project listing. You can make notes private and only visible to yourself, or you can have them available to other members of your team. You can also use personal notes as a method of assigning projects to persons in your company.

Note: Due to system indexing, it can take up to 15 minutes for a new personal note to appear on a project listing.

To add a personal note, 

Open the Personal Notes section and enter your note in the box. Once you are done, you can

• • click Add this note to make the note visible to everyone in your company.
  • click Add this note and  Private to make the note only visible in your account.

 
To edit a personal note,

• Next to the box for the note, click Edit.
• Make your changes to the note. For private notes, you can add or remove the check for Private.
• Click Save.

Assigning projects using personal notes

You can use Personal Notes as a method of assigning projects to specific persons in your company. Repeat this procedure for each project you want to assign.

Note: You can also use the same procedure to assign companies to users in your company. For more information, see the section for Personal Notes on the company details page. 

To assign a project using the personal notes feature, 

History

The History section lets you see which of the members in your group have viewed a project you are currently viewing, as described in the following table.