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Understanding Project and Company Search Results

The search results page contains information about the project and company listings returned in the search. You can perform a range of tasks with the listings on the page, as described in the following table.   

Field Project Company
Project Intelligence Project Search Results Add to Watch List Gold Star

A gold star indicates that the listing is in your Watch List. You can add and remove a listing from your list by clicking the star.

A blue dot indicates that the listing is new and has not been viewed in your account.

Project Name

The name of the project.

Company Name

The name of the company.

Sharing Projects

Project Intelligence Project Search Results Share Icon

 
  • The share icon, which lets you enter the recipient's email in the opened window (up to 5 emails are allowed at a time). You can also add a custom message ans/or your e-signature. Click Send to send your email. For more information about different ways to share a project, see Sharing a Project.
Add to Watch List, Add to Bid Center, Download Projects, Hide or Share Project Listings
Project Intelligence Project Search Results Three Dot Menu

Clicking on the three dots next to a project listing enables you to manage one or more workflows associated with that project information as noted below: 

Option Description
Add to Watch List Click to add or remove the project from your Watch List. A gold star indicates that the listing is being watched.
Add to Bid Center Click to add the project to Bid Center Inbox for future review or by your selected status: Under Review, Bidding, Bid Sent, Won or Not Bidding. 
Download as CSV Click to download the listing as a comma separated value (CSV) spreadsheet. You will receive notification when the download is complete, and you can access your file.
Hide Click to hide the project from your available listings. The listing appears grayed out in future search results. Reverse the procedure to show the listing going forward.
Share Click to share the project.
Field Project Company
Recent

The "N" icon indicates a new project that has been added in the last 48 hours.

The "U" icon indicates a project has been updated in the last 48 hours.

Invitation to Bid

The Invitation to Bid button appears when the project is an ITB. 

The details of the bid are found within the full project listing.

Location The physical location of either the project or the company.
Status The current status of the project, such as Post-Bid or Award.
Project Count The number of projects on which the company is actively playing a role.
Bid Date The date that the project goes to bid
Documents The status of project documents, such as Available or Requesting.  
Last Updated The date of the most recent significant update to the project.  
Search Tags

A search tag indicates that the project or company is a match to the specific criteria of a search.  For more information, see Working with Saved Project Searches.


Adding Bulk Actions to Multiple Projects 

You can apply bulk actions to the projects you selected on the search results page. Bulk actions include adding projects to your Watch List, adding projects to your Bid Center, exporting projects to Excel, and hiding projects from future searches.

Begin by selecting which projects you want to apply the intended action to by clicking on the checkbox next to their listings.
 
Project Intelligence Search Results Select Bulk Actions
Bulk Action Description
Add to Watch List Click to add or remove the project from your Watch List. A gold star indicates that the listing is being watched.
Add to Bid center Click to add the project to Bid Center in a selected Status.
Export to Excel Click to select to export projects either in Current View (all the columns currently displayed) or in Detailed View (spreadsheet with project parameters and project contacts including Bidders list if applicable). Detailed View Excel file also includes links to Project Detail Page and Document Viewer.
Hide

Click to hide the project. The listing appears grayed out in future search results. Reverse the procedure to show the listing going forward.

 

Click here to learn how to download project information into an Excel file and see what details will be included.


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Understanding the Project Details Page in Project Intelligence (Paid Subscription) | Community

Downloading Project Details Page as Excel File in Project Intelligence | Community

 

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