Working with the Company List

The companies displayed on the company list page are based on your subscription. These companies can be

the results of your default search
the results of another company search
companies confirmed as participants when you click Show Matching Companies from the top of the project list page.

From the company list page you can apply filters, export companies, add companies to your Watch List, edit searches, and view the projects associated with each company.

Notes:

This section contains the following topics:

Viewing matching projects

You can view the projects that are associated with the companies displayed in the list. These are the projects that meet the company search criteria, including participants or bidders, if any.

To view matching projects,

click Show Matching Projects from the top of the list.

Result: The window refreshes and the project list page is displayed. For more information, see Working with the Project List.

Adding companies to your Watch List

You can add a company you want to follow to your Watch List using the Watch List star feature and the Mark As selection tool. You can assign companies to your Watch List both individually and in groups.

Using the Watch List star

You can assign and remove Watch List tracking to individual or all companies in the list:

click the star at the top of the list to add all the companies displayed on the page to your Watch List. Click again to remove the companies from the list.
click the star on the individual company row to assign that company to your Watch List. Click again to remove the company from the list.

Adding or removing companies using the Actions feature

You can assign or remove Watch List companies using the Actions menu at the top menu bar:

To use this feature,

Select the companies you want to work with.
Click Actions and then select either Add to Watch List or Remove from Watch List.

Exporting companies

You can export a list of the companies displayed on the page in either Excel or PDF format. You can export both single companies and the entire list of companies displayed on the page.

To export companies,

1

From the results, check either

the box at the top of the list to select all of the companies or
individual companies in the list.

2

Click Export and then select either

Export to Excel
Export to PDF

3

You can choose to export your selections as a formatted Excel spreadsheet or in PDF format, as described in the following table.

If you select...

Then the following options are...

Microsoft Excel

Company List with current column view.
Custom Company Template (requires that you select the template to use. For more information see Customizing Export Templates).

Adobe PDF

Company List with current column view (can contain the names of up to 2500 projects).

Company Details (can contain the details of up to 500 projects).

Once you are done, click Export.

Result: Your export runs and is available by

clicking Click here to download from the top right of the window or
clicking Exports from the sidebar menu to open the Export Documents menu and then click on the document name.

Tip: The Exported Documents menu displays all of the documents ready to download.

Marking companies as viewed

A company listing is shaded gray in the search results when the company is marked as Viewed.

To mark companies as viewed,

1

Select the companies that you want to mark as viewed.

2

Click Action and then click View.

Result: The selected companies are shaded gray in future search results.

Note: To remove the viewed status, repeat the above but select Unviewed.

Adding and removing search terms

Once your search runs, the terms used in the search are displayed below the search bar. You can add and remove search terms to further refine your results:

Each time you add or remove search terms, the company list refreshes with the companies matching the revised terms.

To add terms to your search,

enter the additional terms in the bar and then click the spyglass icon.

Result: The list refreshes with the matching results and the revised terms are displayed below the search bar.

To remove search terms from a search,

click the x on the search term group to open the menu and then click the trashcan icon:

Result: The search group is removed and the company list refreshes with the results matching the remaining search terms.

Saving a company search

You can save any of your company searches for future use. You can save a new search, rename a search, and make modifications to any of your existing company searches. For more information, see Working with Saved Company Searches.

Assigning searches to users

System administrator's can assign searches to other users in the company.

To assign a search,

1

Once the search runs, click Assign Search from the top menu bar.

2

In the Assign Search menu, choose from the following options.

If you are assigning a search...

Then...

to all users in the list

click Assign to All.

Note: If the search has not been previously saved, the Save Search menu is displayed. Complete the menu and click Save.

Result: All users are assigned to the search and the menu closes.

Note: To remove all users, click Assign Search and then click Unassign All.

to individual users in the list

select the individual users in the list
click Assign and save search.

Note: If the search has not been previously saved, the Save Search menu is displayed. Complete the menu and click Save.

Understanding the column values in the company list

Each column in the list contains information relating to the companies in the list. All of the information available for the company is displayed on the line for the company.

Notes:

Clicking on the company name opens the details page for the individual company. For more information, see Working with the Company Details Page.
For information about adding, removing, reordering, locking, and filtering columns, see Setting Up Your Workspace.

The following table describes the fields in the company results list.

Field		Description
		The star indicates that the company is included in your Watch List. Clicking on the star adds or removes a company from your. For more information, see Adding companies to your Watch List in the section above.
Company Name		The name of the company
Company ID		The CMD- generated code for the company.
Phone Number		The phone and fax number for the company.
Fax Number
Classification / Role		The primary role that the company plays on participating projects.
Mailing Address
	Address	The mailing address for the company. This can be a different address than the street address shown below.
	City
	State/Province
	County
	Postal Code
Street Address
	Address	The physical address for the company. This can be a different address than the mailing address shown above.
	City
	State/Province
	County
	Postal Code
Search tags		Indicates that the project meets the criteria of a tagged search. To set up tags for searches, see the step for tagging searches in Working with saved company searches. For more information about using tags in your search, click here to see the Search Tags video.
Project Counts and Values
	Planning Project Count	The number of projects and their value in the planning stage in which the company is playing a role.
	Planning Project Value
	Bidding Project Count	The number of projects and their value in the bidding stage in which the company is playing a role.
	Bidding Project Value
	Post Bid Project Count	The number of projects and their value in the post bid stage in which the company is playing a role.
	Post Bid Project Value
	Total Project Count	The total number of projects and their value in all stages in which the company is playing a role.
	Total Project Value
	Total Material Demand	The total estimated value, or material demand, of all projects in which the company is playing a role.
Contacts
	Name	The name and contact information of the person at the company generally responsible for handling building information.
	Position
	Address
	Phone Number
	Email
Company Email		The main company email address.
Classification		The line of business for the company, such as Architect or General Contractor.
Update date		The date of the most recent update to the company listing.
Last Update		The data for the last update.
Matching Project Count		The number of projects associated with the company found in the search.
Matching Project Value		The known value of the projects for the company found in the current search.
Matching Projects Forecasted Value		The total estimated value, or material demand, of the projects for the company for the current search.