Cordell Connect offers multiple search methods to return different data sets. This article will explain the ways to project search and how to save a common project search and how to make your projects Active for you to work on.
|Basic Searches||Saved Searches||Running a saved search|
|Editing a saved search||List of Saved Searches||Activating Projects|
You can run a standard project search using the Home page.
- 6 sections are available to select your search criteria.
- Switch between the sections and make selections of your search parameters.
- A running tally of your selections appears under the Search Criteria Applied field to the right of the selection fields.
- Click Reset to clear your selections and start again.
- Click Search once you have made all your selections to view your matching projects.
Image1 - Home page searching
Alternatively if you wish to view all the possible search parameters on a single screen, you will need to use the Search Projects page.
From the Home page select the Project and Search Projects options within the menus.
Image2 - Project/Search Projects menu options
The Search Projects page displays all possible search parameters. The volume of data choices may be overwhelming, but it doesn't have to be.
It helps if you understand what each section of the search criteria offers. The table and imagery below explains how each section of the database will work for you.
|1||Keyword Search||Use this section to define the types of information you are searching for, by a keyword (e.g. landscaping, floor, metal roof). With new Cordell Connect version you can run keyword searches by materials (e.g. brick, welding steel, treated pine, cast).|
|2||Location||Use this section to search a specific address or Suburb(s), State, Council or Postcode. You can also search on a series of postcodes or suburbs (separated by commas) or a postcode range (e.g. 2000-2010)|
|3||Section||Use this part of the screen to search by Cordell’s broad classification of projects. Options are Civil Engineering, Commercial, Community, Flats & Units, Industrial and Mining.|
Refine your search by desired stage(s) of development, such as Early Warning, Early Planning, Planning, Tenders, and Construction. Each of these stages also has sub-stages which you can search by.
|5||Category||Use this part of the screen to search by Cordell’s more specific classification of projects, such as Retail, Commercial Premises, Catering, Tourism, Education, plus many more, and there are also sub-categories within each category.|
Use this part of the screen to search by current status of the project. This is particularly useful if you want to look for Firm projects or when excluding abandoned or deferred projects from your projects list.
|7||Trades||Use this section to find projects where an electrician, plumber, bricklayer or other trades are required. Each project now lists common trades for the specific building type, making searches for targeted trades more effective.|
|8||Ownership||Use this part of the screen to search for projects based on who they are owned by – i.e. Private, Federal, State or Local Government, and Joint Venture (J/V).|
|9||Development Type||Use this part of the screen to search for new developments only, or target Addition, Renovations, Refurbishments etc.|
|10||Value||Use this part of the screen to search for projects based on their estimated project value. You can enter a minimum (Min) value or a maximum (Max) value, or both.|
|11||Dates||Use this part of the screen to search for projects based on estimated Commencement of project date, Completion of project date, Tender Due date, First Reported date, or Update date. For each of these you can enter date range. Update Range option allows you to quickly select a minimum update date value, using the pre-selected date ranges.|
|12||Floor/Units||Use this section of the screen to search for projects based on the floor area (in m2), number of floors, or the number of units.|
Image3 - Search Projects page - Table Key.
To complete a New Project search:
- In the Search Projects screen, enter as much or as little criteria as you wish in the relevant fields. If you know the project ID or project title, simply enter this in the Project ID or Title fields directly below the Saved Queries box.
- If you wish to search against Active projects only, make a selection from the list box below Tracking Info.
- You can use the following check boxes to refine your search: a) Exclude Deferred projects b) Exclude Abandoned projects c) Unread Projects. In the case of a) and b) If these boxes are checked, these types of projects will not appear in the search results, if c) is checked, only unread projects will be displayed.
- In fields or boxes where you are required to make a selection, to choose more than one option, hold down the Ctrl key while you click on multiple selections. Hold Shift and click to make grouped selections. The more criteria you enter, the narrower your search results will be. The fewer criteria you enter, the broader your results will be.
- Click on the Search button to execute a standard search.
The power of Cordell Connect is unlocked by employing the use of its Saved Search feature.
A Saved Search is a combination of search criteria that you may use frequently or perhaps when you are looking for specific projects with many search filters to save your time. You need to select your search criteria once and after saving them, a saved query will allow you to submit a repeat search in a matter of seconds.
When you are saving your search you can also link it up with the Email Alert option - to activate notifications when projects matching the same criteria are just added to Cordell Connect.
If the search you have structured and performed returns the desired projects, you can return to the Search Projects page and Opt to Save a copy of the search criteria. Unfortunately using the Back button on the internet browser will clear your data selections, you will need to make your selections again.
Re-structure the search and look to the left of the Search button, you will find some additional links for:
- Cross Search - Search for projects with a corresponding company.
- Save Search - Save a common search parameter
- Search Deleted Projects - Search projects you have previously deleted from view.
- Clear Options - Reset your search criteria
Click Save Search to add the search to your saved search list.
A pop up will appear in the middle of the screen asking you to name and save your search. Make sure to assign a name that allows you to easily recall the search criteria.
Click the Email alert check box to be notified of future projects that match the same search criteria. Hit the Submit button to execute and save the search.
Image4 - Saving your search.
Executing Your Saved Search
To execute your saved search you will need to be on the Search Projects page. The saved queries search bar appears at the top of the page in green. Use the pull down arrow to view the list of saved searches.
- A normal saved search will display the name you have assigned.
- If email alert notifications are enabled, this is shown to the right of the list name.
- Cross searches are indicated by [cross] at the start of the list name.
Selecting a search from the list will adjust the saved queries bar to allow you to
- Delete the query.
- View the query.
- Disable/Enable the email alert notifications.
Click the Submit Saved Search button to return the list of matching projects.
Image5 - Running your saved search
Editing Your Saved Search
If you need to adjust a previously saved search, select it from the drop down list and click View Query, this will display your previous selection configuration, make the required adjustments to your selections and Click Save Search at the bottom of the page and name your new search to something unique.
Now your new search has been saved, go back into the saved queries bar, select the original list name and select to Delete Query to remove it from the search list.
To remove Email Alerts, select the search from the drop down list and click the Disable Email button. If the list was created without an email alert in place the button will appear as Enable Email to activate the email notifications.
Viewing your list of Saved Searches
To view the entire list of Saved Searches, use the Project menu and select My Saved Searches from the drop down list. This displays the full list of Searches saved against your profile.
Use the selection buttons alongside each search title or the select all button at the top of the page.
Use the Delete button on the top left to remove any Saved Searches from your list.
Making Projects Active.
As you identify projects of interest you may make those projects Active. This flags the project as something you are interested in and allows for quick access to the project via the My Active Projects List. Use the menu bar across the top of the page select Projects then My Active Projects.
This screen allows you to quickly access the projects that you have made active and you can:
- Make projects inactive
- Share active projects with other users
- Remove projects from your view
- Print projects
- Mail Merge (individually or in bulk)
Another benefit of activating projects is that you are immediately made aware of any updates to those active projects through the Updated Active Projects hyperlink on the Home page of Cordell Connect.
Image6 - Home page - Updated Active projects
Whilst project searching the search results allow you to determine if you are looking at a new project, one you have viewed previously or one that you have made active.
Blue Projects - have not been viewed or are new or updated.
Grey Projects - have been viewed previously.
Red Projects - you have made active.
Image7 - Making projects active from search results and project colour coding
To make projects active from search results, tick the selection box to the left of the project name. Click the Make Active button above the search results to add the projects to your My Active Projects. (see image7 above)
Making a project active on the Project Detail page is easy. Load the project result by clicking the project name. Look for the Make Active button in the top right corner of the page to add the project to your My Active Projects.
Image8 - Making a project active on the project details page.