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User Manual version 4.9.0 (August 2010 Release)

1. Begins With v and and Work types Owner types Projects tracked in Projects not tracked in All work types All ovmer types a A A New Project Private au My Active Projects My Active Projects Additions Local Government My Key Projects B My Key Projects Zz Alterations State Government My Completed Projects My Completed Projects Interiors Federal Government Zi My Hidden Projects si My Hidden Projects Mi Project title If you are searching a project by name you do not have to enter the entire name of the report into the search field If the name is unique the first word or two will be sufficient for searching If the name is generic or similar to other projects you may wish to include more of the name The drop down list beneath the Project Title field gives you the options of searching e Begins With any project name beginning with the characters you enter Example Qu returns Queen Anne Apartments Quayside Towers Quillayute River Navigation Project etc e Contains any project that includes the characters you have entered anywhere in the title Example Lake returns Big Lake Church Addition Denny and Westlake Towers AutoZone Retail Parts Store Bonney Lake WA etc e Equals will find projects whose titles match every character you have entered exactly as entered Project tracking lists Searching for tracked projects involves two drop down lists the Projects in not in dro
2. x Jf em II wen 4 Under the Temporary Internet Files heading a Under Check for newer versions of stored pages Click the Every time visit the webpage radio button b Ensure that the Disk space to use area is set at 50 5 Click OK 6 Click OK again to exit the window ingenium ji Adjusting Security Settings In order to allow you to export reports to Excel you must first designate ConstructionPoints a trusted site within your network 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options File Edit View Favorites x Google sly Favorites 9 NewT Ingenium Technologies Cor ome i xl A GA A A i IDN Help Delete Browsing History Ctrl Shift Del InPrivate Browsing Reopen Last Browsing Session InPrivate Filtering InPrivate Filtering Settings Pop up Blocker SmartScreen Filter Manage Add ons Compatibility View Compatibility View Settings Subscribe to this Feed Windows Update Developer Tools nz Sun Java Console 3 Click on the Security tab 4 Click on the Trusted Sites icon 5 Click on the Sites button Ctrl Shift P Ctrl Shift F p sign in 3 Internet Options p access is stri ts being susp Internet Options FT af Sect Select a zone to view or change security settings y O Internet Local intranet Trusted sites Restricted sites
3. Ensure these 2 boxes ARE checked Restore advanced settings Reset Internet Explorer settings Resets Internet Explorer s settings to their default condition You should only use this if your browser is in an unusable state ingenium 18 ConstructionPoints Main menu Start page The first page to open is the main menu Start Page The main menu is designed to provide quick access to the information you use the most Project quick search bar Main Welcome System Admin Today is Mondz ovember 02 2009 The main navigation tab bar View project tracking lists pp California SE View projects bidding E Florida Georgia View monthly calend Texas 03 2008 SO m Q3 2007 View bid results Michigan Create new project Relationship management YY o View company tracking lists View key lists 2009 CFP Revision to 10 Units at Project TX 050 002 R cheers B ee R009 Rockey Point Pump Station Improvements Administrative tools 20 20090 Rehabilitation Overlay Project 2009 Op 9 Street Improvements Project Phase 2B RE BID Manage users SE Cut Sewer Improvement View activity report Manage distribution lists College Station Lowe s Home Center ee Dos Rios amp Leon Cre k Water Recycling Centers Gu mba aaa 12 Waterline along Sa ane Parkway a District 4 Fire amp Rescue DWER Fire Station 1 View download list
4. DODGE Mi Begins With v F Only Sweets participant companies Address Countries States Counties All countries A All states a City United States Alabama Canada KE Alaska Afghanistan Arizona Zip code Albania v Arkansas v Load states Load counties Tip Hold ctrl key to select multiple items Phone number Roles Sub Roles Filter All roles A Firms only v Ovmer z Architect Engineer Mi 2 Legd auh rolas Tip Hold ctrl key to select multiple items Companies tracked in Companies not tracked in A A My Prospect Companies My Prospect Companies My Qualified Companies a My Qualified Companies a My Customer Companies My Customer Companies My Hidden Companies be My Hidden Companies Company Tracking Lists Selecting a tracking list from the drop down list will run a search for all selected criteria within that list of companies only For example if you have tracked a lot of companies you can search within each list for all owners or architects or contractors working on projects in specific stages by project type valuation etc The search will return the companies whose project information matches your search criteria You can also click the Only CO Companies check box to only search for companies that are part of the Sweets Network Filter This drop down list allows you to search for professionals listed as Firms and Bidders Firms Only or Bidders Only Using the filter will soeed up your search Example
5. View amp Print fy Save As M Send letter Project search results si cl Select all F RFP AE Smart Grid As Needed Services Bidding ie were Value 850 000 i arge Work Alterations Bid time 5 00PM DST Ownership Local Government Stage Request als Bids to Owner Public Sq Ft Type Roadway Lighting Start Buildings Status Due date 11 16 Extended RFP for As Needed Smart Grid Planning Design Services due to Owner Dec 14 at Finish SE 5 PM Pre bid mting Oct 23 Info at Https usage smud org EBSSExt Addenda 1 amp 2 issued on Owners web Location district wide d View map Sacramento CA Sacramento County Tracking Updated 11 13 2009 Added 10 20 2009 Source MHC Dodge project report Report no 09 685446 ver 3 Reported 11 12 2009 Location Firms Bidders CSI Information Opportunities Documents Notes Tasks Appointments Sacramento Municipal District Owner Public Supply Chain Services Phone 916 732 5301 Fax 916 732 5601 _ RFP AE Smart Grid Information Security Assessment IQC Bidding N A Value 625 000 Work New Project Bid time ID Ownership Local Government Stage Request for Proposals Bids to Sq Ft Type Power Lines Start Buildings Status RFP for Consulting Services due to Owner December 10 by 5 PM Online Teleconf Nov 18 at 11 AM Further Finish Stories information on Owners web https usage smud org EBSSExt Location district wide d Vie
6. ingenium 5 Internet Explorer Settings for IE version 6 0 Setting these Internet Explorer settings when you first start on ConstructionPoints and or you get a new or updated computer will ensure that all of the features found within the program work as expected and provide you with the optimal experience Allowing Pop ups Pop ups are used throughout ConstructionPoints for features such as the Print Save feature Enabling pop ups will help ensure that these features work seamlessly for you 1 Select Tools from your Internet Explorer toolbar F ConstructionPoints Main Menu Microsoft Internet Explorer Fle Edt Wew Favorites Help Bak e L 9 i i Sson Address l hip Manage Add ons Fe z Se Goevheorgee Windows Update val Internet Options Today is Wednesday M Lead management Trends View project tracking lists 2 Select Internet Options 3 Click on the Privacy tab 4 Ensure the Block pop ups is unchecked Internet Options General Sec amp Privacy COMtent Connections Programs Advanced Settings D Move the slider to select a privacy setting for the Intemet SR grtteeeneseessseneeey i Blocks third party cookies that do not have a compact _ privacy policy i Blocks third party cookies that use personally identifiable os g an without your implicit i Restricts first party cookies that use pers
7. rx Letter template 1 From a company search result or from within a project report select the companies you would like to send a letter to max of 25 at a time Click the Send Letter button to access the template window When the window opens you will not see any company names displayed 2 Select a return address option 3 Select either a saved letter from the drop down list Choose a template and then click View template or enter a new letter in the text field KI http cp4demo constructionpoints pel dia ac System Adminstrator John Smith 1 123 East Fourth Street 1 Anytown 1 U 60606 Phone 123 123 1234 124 4 Click Generate letters from the top right of the page A new window will open The top half will show the name and address of the first company you selected The bottom half shows you the total number of letters and your print options If you had selected more than one company the Previous and Next links will allow you to go from one letter to the next These links do not appear if you had selected only one company The bottom row includes the option to Print or Save for either the letter you are viewing select Current letter or all of them select Letters for selected companies 5 If you click Print your computer s print preview window will open Continue as though printing any document If you click Save selecting either Word 2000 XP document or Text format a new window to open aski
8. Send letter Return to project search results Choose a template Select Letter New template H Delete template C include logo when printing Select a logo No Logo 1 2 3 4 2 Q Generate letters Enter a new letter in the text field At the top center of the page click Save template A new window will open asking you to name your letter Once done click Save The drop down list Type allows you to create Private letters that only you will see or Shared to be shared with selected coworkers Another window will open telling you that the letter has been saved Click Close The drop down list Choose a template will now show the name of your new saved letter To delete a saved letter Send letter Return to project search results Qa Generate letters Choose a template Select Letter x HW Save template New template SS Include logo when printing Select a logo No Logo z 1 2 3 From the template page open the drop down list Choose a template and select the letter you wish to delete The letter template is loaded automatically To the right of the drop down list Choose a template is Delete Template You will be asked to confirm that you wish to delete this letter Click OK The window will reset itself The saved letter will no longer show in the drop down list Send letter for one company name 1 2 3 When the template window opens the company name and address will be s
9. in the Project information NOTE The results from clicking on this link are based on yesterday s data Alternatively if you want to run this search manually using today s data do the following 1 Click on the Search Projects tab 2 Scroll down the With keyword s section Company summary Search projects Search companies Appo Support Welcome CPU2 CPU2 Today is Tuesday December 01 2009 Your last sign in was Monday October 05 2009 Search Projects Searches v 4 Load Edit ff Delete Save as Excel 2000 XP document v H Save Template Project list v Q Browse templates Q Search Clear RR Save search PR Save search as Source DODGE k Address Countries States Counties All countries All states United States California City Zip code gt Load states gt Load counties Tip Hold ctrl key to select multiple items Action stages Market segments Project types Fi Primary Only All stages a All market segments a Pre Design Commercial 3 Request for Proposals gt Transport E Request for Qualifications Industrial Pre Design v School v gt Load project types Tip Hold ctrl key to select multiple items em ji Date amp valuation parameters Reported within Bidding within Project value 1 Quarter v Select we v No minimum Y minimum g Only projects with Dodge
10. lt B gt This is Bold lt B gt Expires Ir CS Indicates a required field Created by Owen Sturgess 7 24 2008 Last modified by Owen Sturgess 7 28 2008 From the Start Page on the Announcement title bar click iNew or from the Announcement list page click New announcement You will get a pop up entry form Add all information and an expiry date and then click Save and close Your announcement will now be displayed on the Start Page It will remain on the Start Page until another person adds an announcement or the expiry date you entered is reached If you do not enter an expiry date the announcement will remain on the More announcements pop up list until you delete it Delete an announcement Open the announcement you wish to delete by clicking on the Subject line When the pop up opens click the Delete button at the top of the window The system will ask if you are sure you want to do this click OK The pop up will refresh and the message will be erased Click Close to exit the window ingenium 35 ConstructionPoints Main menu project summary Main Project summary Company summary Search projects Search companies Tasks Appointments Support CG Help on this page Welcome System Admin Today is Monday November 02 2009 Your last sign in was Friday October 30 2009 Lead management Monday November 02 2009 5 View View project tracking lists Project summary Total Updated today Updated since last sign in View
11. Load sub roles Tip Hold ctrl key to select multiple items Companies tracked in Companies not tracked in O m pany a a My Prospect Companies My Prospect Companies My Qualified Companies F My Qualified Companies K Se a Cc h My Customer Companies My Customer Companies My Hidden Companies Mi My Hidden Companies Mi Fj e Ids With opportunities ove Status Created by Competitor All statuses All individuals a All competitors Open CPAdmin CPAdmin Won CPM1 CPM1 KI Lost CPM2 CPM2 CPU1 CRU v Description Created between Sale date and E IS and CS Manufacturer Product category Product All manufactureres manujunel7 Test Manufacturer Load product lines Load products Tip Hold ctrl key to select multiple items Quantity between Our price between Est value between and and and Working on projects Source DODGE w Location Countries States Counties Inside v All countries All states Es United States Texas Load states Load counties Tip Hold ctrl key to select multiple items Action stages Market segments Project types L Primary Only All stages a All market segments A Pre Design Commercial Request for Proposals Transport Request for Qualifications s5 Industrial Project date amp valuation parameters Load project types z Tip Hold ctrl key to select multiple items S roj e ct Search Reported within Bidding wit
12. Save results to excel 2000 XP document x Save Q Search contacts Ri Save search as Q Search earch Welcome System Administrator y 05 2008 Your last sign in was Friday May 02 2008 Search contacts Q Search companies Q Search Save as Excel 2000 XP document H Save Contact Information First Name PT Last Name Position Lo l o o O Phone Ext Fax Ey Email Ir Contact address Address PT Address E City rr Country Selectcounty H Zip code EER SS Notes I Q Search Save as Excel 2000 XP document el H Save 1 Enter all search criteria 2 Click the Search button to run your query or select Excel 2000 XP Document CSV or Text then click Save to bypass the search results page and send all information to an Excel spreadsheet a Comma Delimited format CSV or a text file If you want to view all contacts entered into the system do not enter any search criteria Click the Search button only Contact Search Results Page Contact search results Sort by First Name Jl ASC z 42 New Search Save as Excel 2000 XP document j H Save Contacts Position Company Phone Fax Email Alexander vechkin Crescent Real Estate Equities 713 965 2961 A Amy Slaugffter Position Texas Department of Aviation 512 416 451 512 6 451 info ingenium tech com Anderson ilva Contractor Sharp Conway Architects LLC O 937 847 93747 0028 Arnold Scivartmann Contractor Wilderness Hotel amp Golf Res
13. Search Specifications v Containing text any words Look for text in All Spec divisions amp addenda v Tip Hold ctrl key to select multiple items Advanced parameters With opportunities Status All statuses Open Won Created by All individuals CPAdmin CPAdmin CPM1 CPM1 All competitors Lost CPM2 CPM2 CPU1 CPU1L Description Created between Sale date Dien lt lt a Manufacturer Product category Product All manufactureres manulJunel7 Test Manufacturer gt Load product lines Quantity between gt Load products Our price between Tip Hold ctrl key to select multiple items Est value between Opportunity parameters Save as Excel 2000 XP document wl H Save Template Project list d Q Browse templates Q Search Clear ER Save search tr Save sear chas On the Search Projects screen you can specify as many search terms as you like in order to narrow your results You select search terms by clicking on them You may select multiple items by holding down the Ctrl key on your keyboard and clicking on each item in turn To get the results of the search click Search You may also click Clear to clear all your search parameters and start over or click Save search in order to save your search parameters for quick access later ingenium 44 Save search If you regularly search for same
14. Trusted sites This zone contains trust not to damas your files You have websites in this zone Security level for this zone Sites ebsites that you De your computer or Trusted sites ER You can add and remove websites from this zone All websites in this zone will use the zone s security settings Custom Custom settings To change the setti To use the recomme Add this website to the zone E Enable Protected Mode requ Websites constructionpoints com Ensure this box is unchecked 6 Add the following website into your trusted sites by typing the address in the Add this website to the zone field constructionpoints com 7 Ensure the Require server verification https for all sites in this zone is unchecked 8 Click Close to close that window 9 Click Ok again to return to the Main Page ingenium 10 Adjusting Advanced Settings The advanced settings will ensure that ConstructionPoints is working to its optimal performance level therefore allowing you to access the information you need quickly and efficently 1 Select Tools from your Internet Explorer toolbar 2 Select Internet Options CIE le https sso constructionpoints com Sign_In_CP4 asp l http 3a 2f 2fmhc constructionpoint File Edit View Favorites La Help x Google Delete Browsing History Ctrl Shift Del we db Favorites d ET New InPrivate Browsing Ctrl Shift P e Ingeni
15. 10 22 2009 Firstissue 07 24 2009 Lastissue 10 20 2009 Plans SE 0 S 5 S Specs Notes 0 Source MHC Dodge project report Report No 09 607544 Ver 11 GER Tasks 0 Search Specs Appointments 0 a eee DEE 2009 CFP Revision to 10 Units at Project TX 050 002 Re Bid Work Alterations Value 315 000 Tracking faa ae Bidding 10 21 2009 SE Key Notify Test TL from Com Test TL from Com Test oa Apartments Condominiums 1 3 Stories Bid Time 2 00PM CDT TL from Com Smok tl 8 14 1 Smok tl 8 14 2 Smok tl Ownership Local Government BidsTo Owner Public 8 14 3 Smok tl 8 14 4 Smok tl 8 20 1 Smok tl 8 ft Stat 31 1 wilsontestoct20a wilsontestoct20c Saft di wilsontestoct20d Buildings O Finish Stories 0 0 above 0 below Owner Public City of Henderson Housing Authority Status David White S SES z Phone 903 657 3444 FAX 903 657 3816 Low Bidders Contract award possible within 30 days Bid October 21 Architect Location Pat Dismukes Architect and Planner Broadway St amp Webster St View map Pat Dismukes Henderson TX Rusk County Phone 903 572 5722 United States7 5652 Project details Status Low Bidders Contract award possible within 30 days Bid October 21 BNSCO3 Addenda 1 5 issued Valuation 315 000 Project types n a Action stages Submit bids to Owner Public Plans available from Architect 100 charge Target bid date n a Architectural plans by n a Target start d
16. Build System Notification 10 59AM SpecAlert s ConstructionPoints 4 0 Build Passed Version 4 0 231 0 0 Owner Lord of Life Lutheran Church Phone 559 2982548 Fax Contact Rev Ronald Kreiensieck Sec Architect Taylor Teter Partnership Phone 559 4370887 Fax Contact Russell Taylor tructured Content in Pra Check Include Auto lead summary to add a summary report of the search results to the top of the email Check Top number Results to limit the report to only the top results the default is 25 Finally check Microsoft Excel Report to include an Excel version of the search results as an attachment to the email message You can also specify that the Excel attachment include all results or only a certain number of top results the default is 500 The Excel attachment will look like this 10 x Type a question for help gt xX 12 gt Blz u Eaa gt d see jn A B End Review Auto Lead Report de ProjectID ProjectName Architect ArchitectiID ArchitectPhoneNumber ArchitectContactName ProjectValue Action Signal1 6732524 The Meadows Assisted Living Facility Exp AMAA 2135624 206 5761634 Tom Moisan Design Development Elderly Assisted Living 6732533 Traffic Signal D Bidding Roadway Lighting 6732537 ITEM Move Library Books 0 Bidding Library 6732547 Senior Apartments TELACU Development 34803 323 7211655 Tom Provencio Design Development Apartments Condominiums 1 3 Storie 6732
17. CA 91604 1415 f Creating Mailing Labels Windows Intemet Explorer hitp op4demo constructi SM aspx Create mailing labels RE EE TD Include contact name on mailing labels Use preset dimensions Input dimensions Select label size wxh 0 Bichel width E ise Height EJ inches 4 A message will now appear reminding you to go to your browser s File Page Setup and remove the header and footer before printing and to check for margin size Close this window The screen behind this window will display your labels 5 Continue your print process as you would with any document From your web browser s File menu click Print 6 Once the labels have printed close the window click once on the X in the top right corner of the window You will be back at the template window 7 You can return to the company or project report using the link in the top left corner or select a new option from the main navigation bar ingenium 134 Project search results related firms From a project search results page or within a company report related projects lists you have the option of sending letters to various firms related to the projects Example Owner Architect Contractor 1 Select the projects you wish to work with by clicking once in the selection boxes to the right of the project names Click Send letter Send letter Return to company search results Qa Generate letters Generate Mailing Labels Choose a templ
18. Contract Method Undetermined Sub contracts n a Number of buildings n a Contract 98912607 Sq ft n a Owner type Federal Government Stories above n a Source of funds Stories below n a Special code Dimensions n a Type of work Structural n a Features info The U S Department of Agriculture Agricultural Research Service ARS has a requirement for modernization of the south wing laboratories at the Western Regional Research Center WRRC in Albany CA Work includes but is not limited to deferred maintenance of critical mechanical electrical and plumbing systems and incidental ingenium Ap American Recovery amp Reinvestment Act ARRA ARRA Stimulus projects are projects that have been funded by the American Recovery and Reinvestment Act of 2009 Any project in the Network identified as an ARRA Stimulus project will have that term listed in the body of the report Any project in the Network identified as an ARRA project will have that term listed in the body of the report Searching for ARRA Projects Searching for projects identified as Shovel Ready is simple 1 Assuming you are logged in click the Project Summary tab Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome System Admin Today is Wednesday November 04 2009 Your last sign in was Friday October 30 2009 Lead management
19. If you wish to keep the new criteria as the saved query click Save 3 Click Search from the bottom of the page to run your query Delete a saved search query 1 From the Search Companies page select the saved search from the drop down list Saved Queries 2 After the search loads click Delete Saved Query from beneath the displayed query name 3 The page will reset itself and the search will be gone Export to Excel or CSV Document You have the option of exporting a search directly to Excel bypassing the search results page ingenium 85 1 Select all search criteria Instead of using the Search button select Excel 2000 XP document from the drop down list and click Save If you wish to save in Comma Delimited File CSV format select CSV from the drop down list instead 2 Anew window will appear stating you have chosen to download a file You may Open this file from its current location which opens the search directly in Excel requires Excel on your computer or Save this file to disk which opens another window asking you to select a location to save this file to When done click Save A third window will tell you that the download is complete Click Close You will be back at the search page Company Name Help on this page Company summary Search companies Appointments Support pany y Search projects Project summary Welcome System Admin Today is Monday July 20 2009 Your last sign in was Fr
20. Nursing Convalescen t Center ingenium Recreation Recreation Recreation Recreation Recreation Recreation Recreation Recreation Recreation Recreation Recreation Medical Medical Medical Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General 54 Medical Medical Public Public Public Public Public Public Public Multi Residential Multi Residential Multi Residential Multi Residential Multi Residential School School Nurs Conv Labs Armories Capital Court Post Office Police Fire Prisons Military Space 1 3 Story Apartment Town Houses 4 Story Apartment Hotel Motel Dormitories Primary School Primary School Elderly Assisted Living Testing Research De velopment Lab Military Facility Capitol Courthouse City Hall Post Office Fire Police Station Prison Jail Military Facility Space Facility Apartments Condomi niums 1 3
21. Search for the most active professionals in your territory Add a new company Company reports may be created manually and will remain in your organization s private database You can keep them private to yourself or share them with other people in your company Manage products you can add manufacturers product categories and products to the system as well as view existing product category information and the sales opportunities associated with each manufacturer or product Manage saved searches view the criteria of your saved searches edit them or set up a timeframe for the autoemail notification to run Edit my profile amp password Customize your personal preferences ingenium T View monthly calendar MonthView Main Project summary Company summary Search projects Search companies Tasks Appointments Support CG Help on this page Welcome System Admin Today is Monday November 02 2009 Your last sign in was Friday October 30 2009 View monthly calendar Choose a user System Admin v Choose a tracking list v View Bidding Date v 4 Tasks For October 2009 gt Sun Mon Tue Wed Thu Fri Sat e 1 4 5 6 7 8 amp 10 9 ii 12 13 14 15 17 15 13 amp 20 amp amp E 19 21 22 23 e e e e e a 27 28 29 30 e Selecting the link View monthly calendar will give you a calendar showing your project information e Icons Any date with a E icon has project data associated with it Clicking once on the icon will link
22. Transmitter Guidance Tracking Tower Signal System Water Treatment Sewage Treatment Industrial Waste Aircraft Sales Service Vehicle Sales Service Worship Facility Worship Facility Funeral Interment Facility Animal Plant Fish Facility Cogeneration Plant Nuclear Power Plant Hydroelectric Plant Power Plant Other Electric Substation Heating Cooling Plant Power Plant Other Communication Building Tower Signal System Guidance Detection Tracking System Tower Signal System Water Treatment Plant Sewage Treatment Plant Industrial Waste Disposal ingenium Transportation Transportation Religious amp Funeral Religious amp Funeral Religious amp Funeral Animal Plant Fi sh Facilities Power Plants Power Plants Power Plants Power Plants Electric Substations Heating amp Cooling Plants Power Plants Communicatio ns Buildings Tower amp Signal Systems Guidance Detection Tracking Systems Tower amp Signal Systems Water Treatment Plant Sewage Treatment Plants Industrial Waste Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Utilities Utilities Utilities Utilities Utilities Utilities Utilities Non Residential General Building Utilities Utilit
23. View projects bidding Create new project The View Projects Bidding link is found on the Main menu You can elect to see projects with bid dates for today over the next 7 days or over the next 30 days This will retrieve all projects in your assigned territory that have bid dates falling within the specified time frame Selecting an entry and clicking the Go button will generate a search You will get the search results page From here you may add projects to a tracking list or print export selected projects ingenium 68 Search results page This shows the number of projects returned by the result If the number of results exceed the maximum allowed for a single search it will display the maximum number The projects bidding queries are also found in the Load a Saved Search drop down list and can be run from this page Print and Save As allow you to print the list or export it to Word Excel HTML or Text Exported information includes project name report number version number bid date report date valuation stage and project Main Pr ect summary Company summary Welcome System Mdmin Projects Bidging Today gt Search pag meters Load a savedffearch Projects Bidding Today Choose a tgking list 78 projects found Change Sort by Version ASC Project Name ASC Report Date ASC Project search results Select all O Contract for Cleaning amp Sealing of Joints amp Crac
24. You will be asked to confirm that you wish to delete this file Click OK The page will refresh and the file will be deleted from the report ingenium 125 Create new company Company reports may be manually added to the system They may remain private to you or can be marked Shared to allow the co workers you specify to have access to the report Add a new company report Welcome System Administrator Artech Design Create mew Company ky Company Conta Projects Opportunity View Map Note Task Appointment Document upload 1 From the main menu page select Create New Company or from within a company report use the Create New drop down list and select Company 2 Acompany entry form will open If you accessed this form from a company report click the New Company button to clear the page 3 Enter your information When done click Save and Close 4 The screen will refresh itself and a new company report will open with your new information You may now add contacts tasks notes appointments or attach documents Create new company RH Save E Save and close h New company i Close Specify access to this item Company Firm type Architect I z O Private Add ress C Company Address Ir E Share with City KE State Select State 3 County selet county sl Country Select coutry H EEN Zip code Phone Ext sis Fax E Email Ir Website Ir Indicates a required f
25. contacts tasks notes and appointments Add check marks to the bottom of the page to indicate which information you d like to see The center of the window has the options for selecting either Report style or List style and whether you d like to print the company currently displayed on the top half of the preview window or all companies You can use the links Next and Previous to scroll through the reports The drop down list Load will display either Selected Companies if you specified which companies you wanted or Companies 1 25 from results if you did not The list references all companies from your result and allows you to print companies 1 25 then 26 50 then 76 100 etc When you select an entry from this list click the Apply Options button to the right of it to load the next group of companies To print the companies click the Print button center right of the preview window ingenium 92 Print List View Print Companies Style Company List W Change E Print Close Include these related item sections below each project summary Contacts Notes Appointments Opportunities Tasks Documents C Include the search parameters section Apply changes If you change the Style drop down list to List view the preview window will change Here you can select which sections you would like to include in your printed report The Company List view is more compact than the Company Report view so it is more suitable if you wish to sa
26. drop down list Sort By allows you to view your appointments in ascending or descending order for Start End Time Location Subject or Start End Date You can view your appointments in a list by month week or day Select an option from the drop down list and click Go Welcome System Administrator Today is Wednesday May 07 2008 Your last sign in was Tuesday May 06 2008 Appointments View List z View List Select alternate user Day Sort by Week Descending Month New appointment Appointments Location Duration Start time End time 263 1 day 0 5 hours 05 07 2008 01 15 PM 05 08 2008 01 45 PM Related project n a Related company Artech Design Related contact Detail test Document upload If you create documents related to a project or company you can store a copy of them within the report Company summary Welcome System Administrator Artech Design Create new x Create Company y summary Contact Projects Opportunity ech Design View Map Note Task Appointment Document upload ntsville State AL O Church St SW Ste 718 To upload a document 1 Either o From the drop down list Create new at the top left of the report select Document Upload and click Go or o From the Documents sub section of the report click New Document 2 Anew window will open Company document t Upload New document Close Specify access
27. ou have chosen to download the file User Manual version 4 9 0 August 2010 Release ingenium 148
28. projects section you may send a letter to one or more firms associated with the displayed projects To the left of the project names is a column of selection boxes use your mouse to click once in a box producing a check mark Once you have made your selections click Send Letter Note Because you are printing from within a browser you must set up your print options to EXCLUDE the header and footer these contain the URL the date and the specific page reference in your site To do this make sure you are on the template window and then go to the top of your screen and click File then click Page Setup from your browser Once the window opens delete the header and footer and then click OK You are now ready to print Once you click on the Send Letter button the template window will open ingenium 129 Send letter Return to project search results Choose a template Select Letter z H Save template New template i Delete template I include logo when printing Select a logo No Logo z Return address Use Myaddress zl Company System Administrator John Smith 1 Address 123 East Fourth Street 1 TI City Anytowm 1 State fic Zip code soso Phone 123 123 1234 124 Fax GS Letter template Re lt Project Number gt Version Number lt Project Name gt lt ProjectState gt lt Project County gt EI Qa Generate letters Qa Generate letters At the top left is a drop down list entitl
29. view click Close to update the site ingenium 30 Company features Edit my profile View settings for Company features wl view Help H Save ER Saveandclose Close Company features I would like to track companies using the following I would like to create the following related items for companies Prospect Customer Custom lists Contacts Notes Appointments Qualified Hide Opportunities Tasks Documents On a project report I would like to have access to Firms working on the project Previously reported firms working on the project Bidders working on the project Previously reported bidders working on the project Private companies related to the project Additionally I would like to be able to Search companies View key lists Create my own companies Create letters mail merge from companies H Save Save and close Close The fourth view Company Features allows you to customize your company view by selecting which tracking lists to use what private data to add to the reports which firm types to view in the project reports and what links to access like creating your own company reports or viewing the Key List page 1 Add or remove check marks to customize your view Some preferences may be fixed at a company wide level and cannot be changed 2 Click Save at the top or bottom of the page to save your changes If you are done customizing your view click Close to update the site Company prefer
30. which will open another window asking you to select a location to save the file to 6 Click the Close button to exit the print preview window Save related projects companies to Word or Excel tr Projects 10th St Business Park is related to Choose a tracking list y Apply list to results Create list ff Delete list Reported within 1 Month Z Change Sortby Stage ASC Stage ASC Stage ASC View Track dn Prin Send letter Use the selection column to the left of the company and project names to select reports to print The sections have their own Print button that will let you print the full project or company report ingenium re Tasks The Tasks section allows you to record to do items regarding a project or company such as sales calls correspondence or RFls You may assign tasks to other users in the system The drop down list Project Company displays the names of projects or companies associated with this report You can relate this task to one of these other reports by selecting it from the menu The project company name s are displayed in the Tasks list and are hyperlinks to the report s where the task will also be displayed The remainder of the tasks section provides space for recording when the task was entered when it is due and who created it Tasks may also be sent to Outlook once the Construction Network has been made a secure site Tasks may remain private to you or can be marked
31. 9999 Manager 2 2 zf UserS User dmitriy pisaryk ingenium tech com 999 999 9959 Manager 2 2 Z User6 User user6 ingenium tech com 999 999 9999 Manager 2 From this page administrators can manage user accounts and temporarily simulate being another user for testing purposes ch To switch to a user click the Change User icon You will be able to switch back by returning to the Manage User screen d To edit a user s profile click the Edit icon or click the user s name To send an email to a user click their email address ingenium 136 Usage report Note This page is only accessible to users who have Administrator privileges Welcome System Admin Today is Tuesday December 01 2009 Your last sign in was Wednesday November 25 2009 Usage report For usage in the last 1 month Mj Q Generate report j Z Change Sort by Rank DESC Time spent DESC Sign ins DESC Save as Excel 2000 XP document 21 fy Save Fank Se ee le gt asa Location City State arts in Jee Projects Companies tanopen 30 12 hrs 57 mins CPU3 CPU3 604 638 1111 Vancouver BC 12 1 09 11 08 AM 243 x 2 i hrs 36 mins CPU1ICPU1 604 638 8530 Vancouver BC 11 16 09 2 48 PM EE 47 49 CPMi CPMi 1 O hrs 5 mins CPM2 CPM2 604 638 8530 Vancouver BC 11 13 09 11 07 AM 9 3 4 fei D O hrs O mins CPAdmin CPAdmin 604 555 5554 City CA 10 21 09 5 10 PM D 0 o e 0 O hrs O mins CPM1CPMi 604 555 2121 San Francisco CA 10 22 09 12 40 PM
32. Choose a tracking list and click View list D og Thurs Welcome System A dmin Your last sign in was Friday July 10 2009 Search parameters View download list asaved search Projects Bidding Today EN a Choose a tracking list sl Apply list to results r View list Create list f Delete list 114 projects found Page 1 Y Show all projects Next page gt Z Change Sort by Version ASC Project Name ASC Report Date ASC View Track d Print fy Save As EI Send letter roject search results 2 lect all V Garfield Elementary Spark Park Bidding 7 16 2009 target Value 50 000 P Xx Work iterations Bid time 2 00PM CDT Owners hip Local Government Stage Bidding ids t Owner Publ Sq Ft Typ ark Playg d rt uildin Status Bids to Owner July 16 at 2 00 PM CDT nish Stories cation 10301 HartsookSt View Houston TX Harris County Tracking Notify Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 3 2009 Added 7 3 2009 Source MHC Dodge project report Report no 09 586957 ver 1 on Firms Bidders Products Opportunities Documents Notes Tasks Appointments Pasadena ISD Owner Public Robert Boice Phone n a Randal Il Porterfield Architects Architect Tricia Mackin Phone 281 332 6680 V ITEM Plumbing Fixtures Cunningham Elementary Bidding 7 16 2009 target Value 50 000 P Xx Work Alterations Interiors Bid time 2 00PM CDT Owners
33. D 0 o Li ia O hrs O mins CPU2CPU2 604 638 8530 Vancouver BC 10 5 09 2 59 PM 0 o D CPM2 CPM2 D D O hrs O mins CPU4CPU4 604 638 8530 Vancouver AB 10 6 09 5 48 PM 0 OI D CPM1 CPM1i More than 4 hours per month More than 4 hours per month 2 4 hours per month 2 4 hours per month Less than 2 hours per month Less than 2 hours per month No time spent in the system No time spent in the system Totals Totals All times are Pacific Time PT The Usage report page allows administrators to track who is using the system and for what length of time as well as showing the number of projects and companies currently being tracked by those users You can also see who is the direct manager of each user The report from this page may be saved as an Excel or CSV document ingenium 137 Activity report Note This page is only accessible to users who have Administrator privileges Welcome System Admin Today is Thursday June 11 2009 Your last sign in was Friday June 05 2009 Activity Report For user s Activities E EE TE s Opportunities a NEES Contacts LS 06 04 2009 CH and 06 11 2009 m Notes System Admin w Tasks w Q Generate Report Z Change Sort by Created By ASC Created ASC Activity ASC Save as Excel 2000 XP document H Save Created by zent mmm Project mmm Assigned to tasks oniy System Admin 6 8 2009 Opportunities DMA T
34. DESC z A E Show all companies Set search limit to 500 When viewing keylists Show top 20 companies based on of projects for selected market segment s z Sort companies by Show the following sections when viewing printing or saving a company report M Projects in my profile 0 Sweets Network leads M Insert page break after each report M Dodge projects C Reader Service leads print amp save only M Private projects M Contacts Vv Opportunities M Show all roles M Notes M tasks M Appointments M Documents M Contacts M Notes M Appointments M Opportunities M Tasks M Documents M include the search parameter section when printing or saving company search results H Save Saveandclose Close E If you always want to view particular section s of the report you may click Edit my profile password from the main menu change the view to Company preferences and click Go then change your preferences as outlined by the red box in the screenshot Each time you open a company report the sections you selected will automatically be shown The system will remember your choice and apply it each time you login Related projects report date within menu tracking Main Project summary Company summary Search projects Search companies Tasks Appointments Support Let Help on this page Welcome Jeremy Reimer Today is Friday November 06 2009 Your last sign in was Tuesday November 03 2009 wsm letwork company profile 10t
35. Disable toolbars and exte ingenium 14 Adjusting History Settings Adjusting these history settings will ensure that Internet Explorer is not accessing a saved ConstructionPoints page from your computer Since the site works in real time and is constantly being updated these settings will ensure you are seeing the most up to date information and any changes you ve made throughout your session are being displayed 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options Ingenium Technologies ConstructionPo CIE le https sso constructionpoints com Sign_In_CP4 asp7l http 3a 2f 2fmhc constructionpoin File Edit View Favorites Ra Help x Google Delete Browsing History Ctrl Shift Del 2 InPrivate Browsing Ctrl Shift P le Favorites B NewT e Ingenium Technologies Cor iagnose Connection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F ak InPrivate Filtering Settings Pop up Blocker SmartScreen Filter Manage Add ons Compatibility View Compatibility View Settings Feed Discovery Windows Update Developer Tools sign in Sun Java Console Internet Options H access is stri o n o o ei being susp Internet Options CP iss Temporary Internet Files and History Settings General Security Privacy Content Connections Programs Advanced Temporary Internet Files Home page Internet Explorer stores copies of webpages
36. Disposal Paving Runways amp Taxiways Sidewalks amp Parking Lots Highway Signs amp Guardrails Bridges Tunnels Tunnels Tunnels Railroads Parks amp Playgrounds Site Development Landscaping Mobile Home Parks Outdoor Lighting Outdoor Lighting Outdoor Lighting Power Lines Communicatio n Lines Dams Dams Dams Docks amp Piers Dredging Shoreline Maintenance Storm Sewers Sanitary Utilities Utilities Utilities Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Non Building Engineering Non Building Engineering Non Building Engineering Non Building Engineering Non Building 58 Sewers Engineering Non Building Engineering Water Lines Water Line Water Lines Engineering Fuel amp Fuel Chemical Chemical Non Building Engineering Lines Fuel Chemical Line Lines Engineering Non Building Engineering Water Tanks Water Tank Water Tanks Engineering storage Tanks Non Building Engineering Tanks Oil Other Storage Tank Other Other Engineering All Project All Project All Pr
37. ELEVATIONS N AND VARIOUS ELEVATIONS z E PARAPET WALLS ELEWATIONS SHEET 2 OF 3 ia Se AND CHIMNEY ELEVATIONS D D ma paso DET SHEET 1 e D en weoerseere O es TESS AND GUTTER DET E a ELEVATIONS WINDOW NOTES asa wmoowoetoeworwors OOO O O E a WALL WINDOW DET SHEET 1 OF 4 C D E WALLS WINDOW DET SHEET 3 OF 4 D IT a DET SHEET 1 OF 4 e D A99 WINDOW DET SHEET 3 OF 4 D E _ a WINDOW GUARDS ELEVATIONS AND DET D D a A C UNIT BRACKET SUPPORT DET E E ACMOO3 BLOG ELEVATIONS TYP ACM LOCATIONS P Electrical To open the Plans you need the Plans Viewer To open the Specs or Addenda you need Acrobat Reader The Dodge Plan viewer may be downloaded from the pop up window using the button Download Plans Viewer PLEASE NOTE If you are using a company computer rather than a home office computer or a personal laptop please consult your IT department before downloading any programs The Dodge Plan Viewer requires Windows 2000 XP or Vista and requires Administrative privileges to install ingenium 141 Support Clicking on the Support tab will display the support page Welcome System Admin Today is Wednesday April 07 2010 Your last sign in was Tuesday April 06 2010 ConstructionPoints Help Guide Download ConstructionPoints user manual pdf format View ConstructionPoints video tutorials ConstructionPoints Customer For quest
38. Jasper County Tasks 0 IT Qualified E Appointments 0 State IN Country United States Documents 0 8 Zip code 47978 7480 Customer C Hide Phone 219 866 4214 Fax Email mg Create list Website fi Delete list Osweets Network leads 0 Reader Service leads 0 Within a company or project report Send Letter is found in the list of buttons near the top right of the page ingenium 128 Project search results list or Company report related projects 500 projects found 2 Change idh 200E 10th St Sort by Stage ASC Valuation DESC Bid Date ASC management by November 24 until 3 00 PM CST View map Austin TX Travis County 78701 2407 jati 11 5 2009 Added 11 5 2009 Source MHC Dodge projectreport Report no 09 699343 ver 1 Firms tate University System Bidders Products Opportunities Documents Notes Tasks Owner Public Appointments Robroy Parnell Phone 512 784 3699 idh Broadway View map ounty Infrastructure Public Works San Antonio TX Bexar County ag 10 29 2009 Added 10 29 2009 Source MHC Dodge projectreport Report no 09 693830 ver 1 Firms Bidders Products Opportunities Documents Notes Tasks Owner Public Appointments Arturo Villarreal Phone 210 335 6700 View Track amp Print Page wl Next page ty Save As AE PM Texas State University Improvements OC Bidding N
39. Projects NEW ccccccccccccsseeeeeeceeeeeeeeeeeeeeeeesaeeeeeeeeseeeeeeeeseeeeeeesaaseeeeeeas 37 Shovel Ready oroiece 37 Searching tor ARRA e e ccccszcsaciccasccccasvepssteeseectsetesncetnesoee EEE EEE EEP e EET E E Ena pii 41 EE heet 44 SE SC S E 45 PMO TEE 46 Search lte EE 50 Manage Field Templates and the Field Chooser 61 Advanced parameters and Keyword searches 64 Eet Ee E 67 Project bidding Today 7 days or 30 days 68 Search res lts PAGE eessen rrien OEE rE EE E ANEA EE EE EEA E ENEE PEE EE 69 Save Projects Print Projects PrntGavebroiects Cptons 70 Tracking Me ge Ee EE 71 VIEWING Project Tracking LISIS weswscvecenccanceceucecduiesiccecavestincdacsnindapexieesacdeanctandagevesvaveendaguctabeane lt tensaceveseeceeenedts 77 View a list add or remove proiechs 79 Create Tracking List Viewing Updates to tracked broiects 79 Search Bid TESUMS AST 7 DAYS E 82 Seene le lt gt gamer ge ie ee erento ee eee rn eee er eas ert meee wee 84 Company Saved searches nnnnnnneeaninneneeesennrrnrrnrnnrrrensrnnrrrrrnsennrrrrrnsrnnrtrrrrrensnnnnrrrensnrrnrennennnrrreenen 85 Ea er 91 Print PrintSaveCompaniesOptions so000nnnnnenneennennnensennnnnrnnsennnrnrnnnrrnnrrrrensnrnrrrrensnnnrrrresnnnrrrrennennnni 92 TCRO eege 96 CONIA TAS at te Al 97 View a List Add or REMOVE Companies 99 View key lists Search Key Uer 102 POCECE DON EE 104 Relate Companies to this Report cccccccccssseccccceceeeeseeceeeee
40. Public Bexar County Architect Bexar County ingenium 104 The Project Details area contains the specifics of the project When performing a search the function With keyword s will scan this area of the project reports for the specified criteria Contained within the report are a list of Related Companies and sections for adding Opportunities Tasks Notes Appointments and Related Documents The drop down list Create New at the top left of the report allows you to easily add private information to the report Select an option and click the Go button to access each form Project tracking list If this project is part of one or more tracking lists these lists will be displayed on the Tracking section of the report You may track or un track a project by clicking the Track button on the top of the report This brings up a multi tracking window Track Create new tracking list Feature lists A V Notify F Export Hide System lists O Active key Completed Unselect system tracking list My tracking lists Michael amp Demo Michael Demo New Skool Private p tl 1 I nmek 8 27 1 F lSmok 8 28 2 k Save Cancel From this window you can assign one or more Feature lists Notify Export and Hide a single System List Active Key or Completed and one or more custom tracking lists under My tracking lists Select the lists you want or click Unselect system tracking list to
41. Roadway Lighting 6732743 ITEM Treatment amp Capping of All Roof Beams Bidding Airline Terminal 6732749 ITEM Maintenance and Repair of Traffic Detection Devices Bidding Unclassified 6732757 ITEM Radar Speed Signs and Accessories Bidding Unclassified 6732766 ITEM Renewable and Advanced Renewable Power Bidding Unclassified 6732772 ITEM Remove Salt Cedar from Cat Creek Drainage Bidding Landscaping 6732773 City Of Avalon Harbor Master Office Additic RON YEO FAIA ARCHITECTS INC 949644811 Ron Yeo GC Bidding Beach Marina Facility 6732775 ITEM Programmable Low Eneray Street Lights 1 Year Term Bidding Unclassified 6732779 JJs Cafe Remodel at Sheriff Dept GC Bidding Food Beverage Service 6732780 ITEM Copper Wire Replacement Bidding Unclassified 6732815 ITEM Remove Invasive Salt Cedar at San Felipe Ck Drainage Bidding Landscaping 6732816 ITEM San Antonio Valley Maintenance Yard Fencing Bidding Unclassified 6732834 ITEM Misc Water Fittings Caps Saddles and Repair Clamps Bidding Unclassified 6732852 University Village Apartments Club House JOHNSON ROY ARCHITECTS IN 619462866 Design Development Apartments Condominiums 1 3 Storie 6732854 Rehabilitation of Pump Station GC Bidding Water Treatment Plant 6732856 ITEM Electronics Components for 6 Covert Camera System Bidding Unclassified 6732878 ITEM Install Replacement of Heat Trace Lines Bidding Power Plant Other 6732880 ITEM Monitoring Well 35 Bidding Water Treatment Plant 6732891 RFP A
42. Send Letter allows you to create marketing letters auto addressed to the low bidder and referencing the specific Dodge report number Please see Send Letter for full instructions When the page loads you have search options that include minimum and maximum bid amounts states and counties market segments and project types If you have a small territory and simply want a full list of bid results for the last week do not select any criteria just select the Search button If you have a large territory then searching by state is recommended You can view your search click Search or export it directly to Excel or to a Comma Delimited File CSV using the link Save as Excel or Save as CSV ingenium 30 Search results Click once on a company or Click Save to save the list as an Excel project name to view that report spreadsheet or CSV file or click New Search to run another query View bid results last 7 Jays 14 bid results found Show 10 bid results per page Show all Ai New Sech Sort by Project Name 4 Prev page 1 Next page P Save as Excel 2000 XP document RM Save Project name Report no Project type Company Low bid Next bid diff Water Treatment Plant Ad tion 07 698886 Water Treatment Sam Construction Co 735 600 808 649 10 City Section County Jacksa ounty State AL City Ft Payne State AL Phone 256 845 7677 Send Letter Water Mains Wells WatervLines City of York 05 681258 Water Treatment Bi
43. Shared to allow the coworkers you specify to have access to the information e All outstanding tasks remain in the system until completed or manually deleted e Completed tasks will display in the My Tasks Completed list for only one month but will remain in the reports unless deleted e You have the option of breaking up one large task into smaller Sub Tasks However all Sub Tasks belong to the parent task If the parent task is deleted all Subtasks will automatically be deleted with it Enter a task Company task H Save E Save and close Ki Save to Outlook Newtask Close Specify access to this item Company Artech Design Contact Private Project x Company Due date fr ll 00 DI AM x Done Share with ENEE z Subject Detail 8 Indicates a required field Created by Last modified by Den o Y Orme Ip 1 From the company report page click under the tasks section to open it up then click once on New Task 2 A task entry page will open 3 Use the drop down lists to select your start and end times type of task priority etc 4 The list Assigned To allows your manager or team members to assign a task to you or you to them Your name will automatically be displayed in this field when the page opens The task is automatically assigned to yourself unless you assign it to another user If the Assigned To person is not you the selected user will receive an
44. Stories Apartments Condomi niums 1 3 Stories Apartments Condomi niums 4 Stories Hotel Motel Dormitory Primary School Kindergarten ingenium Elderly Assiste d Living Medical Federal Facilities Public Buildings Public Buildings Public Buildings Public Buildings Federal Facilities Federal Facilities Apartments Co ndominiums Apartments Co ndominiums Apartments Co ndominiums Hotels amp Motels Dormitories Education Education Building Residential Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Residential Residential Residential Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General 55 School School School School School School School School School Transport Transport Transport Transport Transport Junior High School Senior High School College University Community College Vocational Special Special Library Museum Air Terminal Other Terminal Parking Garage Car Sales Service Bus Truck Middle Senior High School Middle Senior High School College
45. TX Travis County Tracking Active Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 7 2009 Added 7 7 2009 Source MHC Dodge ITEM only report Report no 09 588975 ver 1 When you click the Track button a similar pop up window appears as when you clicked the Flag icon to add a single project to a tracking list with two extra options Track ck Create new tracking list Track 2 selected items Track all items Feature lists Notify JExport Hide System lists O Active Okey O completed My tracking lists Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Smok tl 6 18 1 Smok tl e 19 1 Smok tl 6 22 1 Smok tl 6 26 1 Smok tl 6 26 2 Wil eral ol e 79 1 E Save Cancel If you have already selected projects by clicking on the check boxes to the left of the project name the default action will be Track N selected items where N is the number of items you have selected ingenium 75 The other option available is Track all items which will apply your tracking changes to all the items on the Project Search Results page Select the tracking lists you wish to assign to these multiple projects then click Save You will be asked to confirm that you want to apply the new tracking information Please note Using the Track button adds new tracking information to the existing tracking information that may have already existed on the selected projects except in
46. Tasks Outstanding x New task My Tasks Completed Assigned Tasks Outstanding Assigned Tasks Completed QW Update tasks ingenium deng Notes The Notes section provides an area to record work progress help needed and descriptive comments relevant to a report It also allows you to track interactions with projects companies or contacts related to the report Each time the report is accessed the Notes section will appear allowing you to see a complete historical record Any time you send a letter to a company a record of that is stored in the notes section The drop down list Project Company allows you to record the names of companies or projects connected to the note These names can act as links to project or company reports where the note will also be displayed Notes may remain private to you or can be marked Shared to allow the co workers you specify to have access to the information Add a note Company note H Save gf Save and close Newnote Close Specify access to this item Company Artech Design Contact EI private Project z Company Subject Share with Detail H H Indicates a required field Created by Last modified by Doe TT eweg Ins ech from the Notes sub section of the report click New Note A notes entry page will open Select a company or project name to relate to this note Enter your information The Detail area will display in t
47. University College University Vocational School Miscellaneous Education Building Pre School Library Museum Airline Terminal Passenger Terminal Other Parking Garage Vehicle Sales Service Vehicle Sales Service ingenium Education Education Education Education Education Education Education Education Recreation Transportation Transportation Transportation Transportation Transportation Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Transport Transport Worship Worship Funeral Animal Plant Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Utilities Air Service Other Service Church Religious Education Funeral Animal Plant Cogen Power Nuclear Power Hydro Power Fossil Power Electrical Substation Heating Cooling Plant Other Power Communications Radio TV
48. Wednesday November 04 2009 5 View View project tracking lists Project summary Total Updated today Updated since last sign in View projects bidding All Projects In my Profile 209940 417 1443 today M View Version 1 reports 33465 View monthly calendar Auto lead summary Total Last run Next run ee Reese Z fN Stimulus Shovel Ready 121 11 04 2009 11 05 2009 eae Ta Z Mf Stimulus ARRA 287 11 04 2009 11 05 2009 Relationship management Z H JRtestautolead D 11 09 2009 2 Click on the Stimulus ARRA Auto Lead This is a built in auto lead that runs every day and brings back all projects that contain the text Shovel Ready in the Project information NOTE The results from clicking on this link are based on yesterday s data Alternatively if you want to run this search manually using today s data do the following 1 Assuming that you are logged in click the Search Projects tab The Project Search window displays Project summary Company summary Search projects Search companies Tasks Appointments Support 1 Help on this page Today is Tuesday December 01 2009 Welcome CPU2 CPU2 Your last sign in was Monday October 05 2009 Search Projects Searches E w Load Edit ff Delete Save as Excel 2000 XP document KA RH Save Template Project list v Q Browse templates Q Search Clear Bi Save search QR Save search as Source DODGE k Address Cou
49. a contact Contact Windows Internet Explorer Create new contact H Save KR Save and close Ki Save to Outlook A New contact Close Specify access to this item Company Artech Design O Private Company Share with Project Ld IT Use this contact for mail merge a WII Last name EN x00 Church St SW Ste 718 Huntsville United States z Alabama X 2580 1 4908 256 564 9879 Ext Fax 256 564 7074 Email A Ei Indicates a required field Created by Last modified by Doe II TTT p meng 100 5 E E Open the company report Contacts section OR conduct a contact search Select the contact by clicking once on their displayed name When the contact page opens make all necessary changes Select Save and Close ingenium ie Delete a contact 1 Open the company report Contacts section OR conduct a contact search 2 Select the contact by clicking once on their displayed name 3 When the contact page opens click on the Delete button Click OK when you are asked to confirm the deletion 4 Click Close Opportunity Opportunities can be shared with other members of your team or remain private to yourself They allow you to document your sales potential and run searches based on this information The form fields can be tailored to suit your business process please call your Dodge Rep for details Opportunities that are related to a project will appear in the pr
50. auto lead Every Weekday Email incl Summary top 25 report Private System Admin F D Ben Test2m Project auto lead Every day Email incl Summary top 25 Share with CPM1 CPM1 TestCompanySearch Company on demand None Private System Admin DD cpy saved search Company on demand None My company Owen Sturgess Tl every day test Company auto lead None Private System Admin Tl JeremyAutoLeadTest 10 24 Project auto lead Every day Email incl Summary top 25 report Private System Admin DN JeremyOnDemandPrivateSaveSearch01 Project on demand None None Private System Admin amp DN JeremySaveSearch 11 10 Ondemand Project on demand None None Private System Admin F 1 Joe Test 5 Project auto lead Every 1 week s on Thursday Emailf incl Summary top 25 report Private System Admin D Joe Test4 Project auto lead Every 1 week s on Wednesday Emailf incl Summary top 25 report Private System Admin F D Last company Company auto lead 15th day of every 6 month s Private System Admin amp F DD Market Segments Unclassified Project auto lead Every 1 week s on Monday Email incl Summary top 25 Share with System Admin amp Michael 01 Project auto lead Every 1 week s on Monday Email incl Summary tep 25 report Private System Admin F 1 Name2 Project on demand None None Private System Admin F DI pppp Company auto lead first day of every 3 month s Private System Admin T sdds Project on demand None None Private System Admin F Tl sear
51. eDistrict 4 Fire amp Rescue D4 Fire Station 1 Edit my profile amp password Lead integration View Dodge SpecShare project alerts View Sweets Network leads This column of links is only available on the main menu page View Media leads View web statistics dashboard enter DR or Private project qQ Profile and Sign Out icons More trends Are sign out Click to find out i At A Your last sig vr 30 2009 E E te Let me run the Smoke Tes in was Friday OCH by System Admin 8 28 09 8 58 00 AM The Smoke test time is SAM to 9 30AM Ne Ee 3J ip Context sensitive help U oas uara ore Maintenance Vetachmen Carter and Burgess Inc TxDOT L re Ne canes cli View Ae Appointments View f New Trends McGraw Hill Construction s Market Analytics Group can provide you with forecasts historical and customized market analysis for your products The Trends graph provides a real life graph from this group Clicking on the More Trends link will provide you with information on how to contact this specialized group within McGraw Hill Construction Announcements You can post a public message which will appear on the Start Page for all users in your company Clicking More announcements will show a list of all posted messages ingenium 19 Top projects The top projects are determined by the total number of requests for a Dodge pr
52. email notifying them that they have a new task 5 Select a project company name to relate to this task 6 Click Save and Close from the top of the page or Save to Outlook to save the task in the system and in Outlook 7 Scroll down the report to the tasks section Your new task will be displayed To view it simply click once on the description of the task on the Detail line Complete a Task 1 Open a task list or a project or company report tasks sub section 2 At the far right of the displayed task is a column heading Done and a check box for each task Add a check mark to the completed task and click Update Tasks ingenium 120 Enter a sub task Open a task list or a project company report Select the task you wish to create a sub task from by clicking on the Detail line When the task opens click Create Sub Task A new task page will appear Enter all new information Click Save and Close The subtask will be saved in the same report or personal list from which it was created ee ae Edit a task or sub task 1 Open a task list or a project or company report tasks sub section 2 Select the task you wish to edit by clicking on the Detail line 3 Make all changes 4 Click Save and Close Contacts Opportunities Notes New task Update tasks Ts Tasks Assigned by Assigned to Due date Done System Administrator Chris Runzer 5 8 2008 C n a Related contact n a Related proj Detail
53. fax number and e mail address 5 DUNS number 6 Type and size of business e g small business SDVOSB HUBZone 8 a SDB etc 7 Bonding capacity by individual project and in the aggregate as well as the name of the bonding company Surety 8 Description of construction experience as a prime contractor for projects of a similar size and complexity and 9 Demonstration of capability to perform at least 15 of the work with their own forces This is NOT a Request for Proposals NO site visits to the facility or contact with the staff are permitted Interested firms are instructed to submit their written responses by e mail not later than 20 October 2009 at 5 00 pm eastern ti me to ronda ford ars usda gov or regular mail to the attention of Ronda Ford at USDA ARS FD Facilities Contracts Branch 5601 Sunnyside Ave Mail Stop 5124 Beltsville MD 20705 5124 Questions should be directed to Ms Ford at 301 504 4447 Valuation 15 000 001 25 000 000 Project types n a Action stages Submit bids to n a Plans available from n a Target bid date n a Architectural plans by n a Target start date n a Electrical plans by n a Target completion date n a Mechanical plans by n a Bond remarks n a Structural plans by n a Bid bond n a Plans remarks n a Payment bond n a Performance bond n a Permit title n a Deposit amount n a Permit issued n a Percent refund n a Plans location n a Contracting method
54. group your projects together A project may be saved to ONE system list at a time but can be added to MULTIPLE custom tracking lists Track projects d View e Track Print iy Save As Send letter Bidding d Bid time Bids to Create new tracking list Start 11 20 Peek Feature lists Motify Hide System lists ere 1 Active F Key hone 972 881 76 C Completed hone 972 881 76 Unselect system tracking list thone 972 881 76 M tracking lists C iR trk schl rfp1 1 To add projects to a list use your mouse to click the flag icon then select the appropriate list from the Track popup window that appears 2 When you have finished selecting tracking lists click once on Save on the popup window Remove projects from a list 1 Click the flag icon to bring up the Track popup window then click Unselect system tracking list 2 Click once on Save Create a new project tracking list from within the company report You may create custom tracking lists to reflect the type of projects you have grouped together 1 Click the flag icon to bring up the Track popup window then click Create new tracking list 2 Anew window will open asking you to name your custom list Type allows you to create a Private list which only you may see or a Shared list that select members of your company may view 3 When you have named yout list click Save and Close 4 Anew window will tell you that the list has been saved
55. not related to a company it will only be returned for an opportunity search on the Search Projects page You can search for opportunity information you have added to projects with or without selecting other project search criteria If you want to find opportunities independent of project information be sure the Reported Within drop down list displays the selection 4 Years to ensure you are including all possible projects in your search and use only the With Opportunities search fields Your search will return projects whose opportunity information matches your search criteria Field names on the opportunity form and the search opportunity page can be changed to reflect your business process Please call your account rep for more details ingenium 66 Manage searches You can view and edit your saved searches and Auto leads by clicking on Manage searches from the Main Menu Main Project summary Company summary Search projects Search companies Tasks Appointments Support CG Help on this page Welcome System Admin Today is Wednesday November 12 2008 Your last sign in was Friday November 07 2008 Manage searches Type ali Schedule ali z Access an z Owner ai z Change Sort by Search ASC Type ASC Schedule ASC 1 Apply to list Search Type Schedule Options Access Owner 12345678901234567890123456789012345678901234567END Project auto lead Every day Email My company Owen Sturgess amp Ml Ben Rock Test Project
56. not use quotations Example brick house as they will be inserted automatically e Select Containing text to be Any words All words or Phrase Example e If you select Any words and type in brick concrete the system will look for projects with the words brick OR concrete in them e If you select All words and type in brick concrete the system will look for projects with both brick AND concrete in them e lf you select Phrase and type in brick concrete the system will look for projects that have the complete phrase brick concrete in them with no words in between ingenium 64 Please note You cannot use wildcards using the keyword search service Please use whole words only If you wish to search for both locker and lockers use both words and select Any words Look for text in The default text search is all Specification divisions amp addenda You can select two other options here selected Specification divisions amp addenda and addenda only If you choose selected Specification divisions amp addenda you can decide which divisions to search in under the Division menu directly below Use the Ctrl key to select multiple items Owner types Use this drop down list to quickly find projects built in your area by Local State Federal governments the Military or by private owners Work types Projects may be searched by work types such as New Construction Buil
57. of the search name 4 You will be asked to confirm that you want to delete this search Click OK to confirm NOTE If you have loaded a search that is actually an Auto Lead the results of the search will be based on when the Auto Lead was last run If the Auto Lead has not yet been run for example if you have just created it and it is scheduled to run tomorrow there will be no results from this search See the Auto Lead section for more details Auto leads Auto leads are a new feature of ConstructionPoints 4 Auto leads are a special type of saved search that can be scheduled to automatically run at a set period of time Daily Weekly or Monthly You can also bundle the results of said search in an email and an Excel spreadsheet that is sent automatically to the user s email address Auto leads are created just like any other saved search From the Search Projects page click Save Search A pop up window will appear Save Search B Save fF Saveandclose Close Help Search Project Source DODGE Country United States Reported Within 1 Month Bidding Within Select Report Date Greater Than 10 04 2009 p Type Select this option if you would like to save your search within Constructionpoints so you can run the search any time On demand you want O Select this option if you would like your saved search to run automatically on a set schedule You can also turn on Auto lead automatic delivery of the search resul
58. or without selecting other search criteria If you want to find opportunities independent of other company information select 4 years from the Reported Within drop down list to ensure you are including all possible companies in your search and use only the With Opportunities search fields Your search will return companies whose opportunity information matches your search criteria Field names on the opportunity form and the search opportunity page can be changed to reflect your business process Please call your account rep for more details Working on projects Source DODGE v Location o Countries States Counties Inside v All countries All states SE United States Texas Load states gt Load counties Tip Hold ctrl key to select multiple items Source You can search for companies related to private projects or to Dodge projects but not both at the same time Located Inside drop down list This drop down list applies to the states and counties menus for project location To begin select enter your company information and then use this menu to specify where that company is working Please remember that you will only see projects that fall within your assigned territory Inside working on projects located within the selected state Example Role owner Company State California Inside Project State California Find owners with a company location in California and display any projects
59. plans Reported between Bidding between No maximum maximum include permits 08 30 2009 3 ana SS ES ana IS TT Include projects having NDS bid date Fi Include projects having ASAP bid date Advanced parameters Project title Sq ft between of stories between Begins with zl Ki Jeng Jengi Work types Owner types Projects tracked in Projects not tracked in All work types All ovmer types A a Carpet Interface A New Project Private Carpet Carpet Lee s E Additions Local Government Carpet Domco Tarkett Carpet Mohav amp k Alterations State Government Carpet Interface Carpet Shaw Interiors Federal Government k Carpet Lee s w Ext Insulation amp Finish Sys Dryvit f With keyword s 3 Select Projects from the Search drop down list 4 Type shovel ready in the Keyword s text field 5 Select Phrase from the Containing text drop down list ingenium 38 Date amp valuation parameters Reporte Aen ono 1 Month T Reported between 1or31v2009 E m JE 6 7 Bidding within Bidding between JE ana P d Include projects having NDS bid date Project value O Include projects having ASAP bid date No minimum Y minimum maximum Fi Only projects with Dodge plans O Include permits If needed scroll down to the Date Settings section and set the date back to the desired tim
60. profile default to those reported within 1 Month v For project search results Display HE projects per page Sort projects by Stage v ASC A Z W Report asc a z v Set search limit to 500 valuation v Desc z a When viewing bid results sort by Project Name ASC A Z Show the following sections when viewing printing or saving a project report Companies in my profile 8 CSI Information Insert page break after each report Firms CI opportunities print amp save only Bidders Fi Notes Fi Private companies Fi Tasks F Appointments F Show all roles amp versions O Documents Show the following related item sections when printing or saving a project list Opportunites Tasks Documents Notes Appointments F Include the search parameters section when printing or saving projects search results Project Preferences allows you to customize your default search date Example Show me projects updated in the last 2 days or 1 month how projects are displayed on the search results page Example Sort by stage or by value the number of projects to display per page and what sections of the report to automatically include when printing or saving them as Word or Excel 1 Add or remove check marks to customize your view Some preferences may be fixed ata company wide level and cannot be changed 2 Click Save at the top or bottom of the page to save your changes If you are done customizing your
61. projects bidding All Projects In my Profile 208922 366 329 today y View Version 1 reports 33349 View monthly calendar Auto lead summary Total Last run Next run View bid It REN OTA f Stimulus Shovel Ready 114 11 02 2009 11 03 2009 C t ject 3 Ge Z Ti Stimulus ARRA 279 11 02 2009 11 03 2009 View company tracking lists Carpet 67 4 36 View key lists Carpet Domco Tarkett 27 i 14 Create new company Carpet Lee s 9 a 5 Administrative tools Carpet Interface 23 1 11 Carpet Mohawk i Manage users Carpet Shaw o View usage report Ext Insulation amp Finish Sys Dryvit 12 0 View activity report Ext Insulation amp Finish Sys NOT Dryvit 19 i 10 Manage distribution lists Mae o Project tracking list summary Total Updated today Updated since last sign in REES My Active Projects 5226 90 155 Manage field templates My Key Projects 6 1 1 View download list My Completed Projects d d 0 Edit my profile amp password My Notify Projects H H H My Export Projects d d 0 Lead integration 111 723 20 27 Smok tl 10 6 1 500 14 21 Smok tl 10 6 2 500 14 21 Smok tl 10 23 2 3 1 1 Smok tl 10 23 22 3 1 1 Smok tl 10 23 1 1 d 0 Smok d 10 28 2 1 d 0 The Project Summary Page displays the total number of Version 1 projects projects that are new to the system New and Updated Projects Since Last Login counts and Last Run and Next Run times for any Auto Lead searches you or your manager has created optionally displays Dodge SpecShare pr
62. regular searches and tracking lists Auto leads can be kept private shared with specific users at your company or shared with your entire company Click Private to keep the saved search to yourself Click Company to share with all other users in your company Click Share With and then click Choose Individuals to share your saved search with other users at your company A new pop up window will appear Manage distribution lists E Save amp Close Close Available members Name Access level CPAdmin CPAdmin ADMIN cPmM1 CPM1 MANAGER cpm2 cpm2 MANAGER Cut cpu1 USER M CPu2 cpu2 USER cpu3 cpu3 USER cpu4 cpu4 USER Owen Sturgess ADMIN Steven Evans MANAGER System Admin ADMIN E Save amp Close Close Select as many users as you wish to share your Auto lead with then click Save amp Close By default if you share a saved search and then edit it the changes will be copied to all other users who have shared the search Uncheck If you edit this search automatically update each individual s copy to disable this Similarly check If you delete this search automatically remove each individual s copy to delete other user s copies of your shared save search if and when you delete yours ingenium rc Search projects parameters Quick search This feature allows you to search for Dodges or private projects by number Enter the Dodge report number as follows Correct way to enter a Dodge Report Number
63. remove the project from a System List and click Save to save your changes or Cancel to discard them Sub sections D Show all sections Hide all sections Hide duplicate roles amp versions Relate Companies Companies in my profile ale e information HU Opportunities Notes ste Tasks p p The report contains sub sections for information associated with this project Related Companies Tasks Notes Appointments and Related Documents Each sub section of the report may be viewed or hidden individually by clicking on the plus minus sign icon at the far left of each header Above the sections to the far right are the options Show all Sections Hide all sections When you select one of these the system will remember your choice and apply it to all project reports until you log out To add information to these sections either click New opportunity New note or New task If you always want to view particular section s of the report select Edit My Profile amp Password from the main menu and then select Project preferences from the drop down list View Settings For Add checkmarks to the options you would like to have displayed each time you view a project report ingenium 105 Company Preferences Windows Internet Explorer Edit my profile View settings for Company preferences z View H Save pf Saveandclose Close Company preferences On a project report sort companies in my profile by Telephone
64. test 2w Update tasks Delete a task or sub task You may only delete tasks and subtasks that you have created 1 Open a task list or a project or company report tasks sub section 2 Select the task or subtask you wish to delete by clicking on the Detail line 3 Once the task opens click Delete from the top of the page If you do not see a Delete button then the selected task was not created by you and you cannot delete it 4 You will be asked to confirm that you wish to delete the task Click OK 5 Click Close to exit the window Options for viewing tasks On the main menu Today s Summary will display any tasks due today that have been assigned to you or that you have assigned to other users The main navigational bar across the top of every page includes a Tasks link On this page is a drop down menu that displays e My Tasks Outstanding tasks that are assigned to you which are outstanding e My Tasks Completed tasks assigned to you which have been marked completed e Assigned Tasks Outstanding any tasks you have assigned to other users that are outstanding e Assigned Tasks Completed any tasks you have assigned to other users which have been marked completed Ee a a o ZL Welcome System Administrator Today is Wednesday May 07 2008 Your last sign in was Tuesday May 06 2008 Tasks View List z View Select alternate user System Administrator Sort by Start Date Descending x Show my
65. they are working on that are located within California they may also have projects outside of the state Outside working on projects located outside of the selected state Example Role owner Company State California Outside Project State California Find owners with a company location in California and display any projects they are working on that are located outside of California they may also have projects within the state Only Inside working only on projects within the selected state and in no other state Example Role owner Company State California Only Inside Project State California Find owners with a company location in California who only work on projects within California Only Outside working only on projects outside of the selected state and not within it Example Role owner Company State California Only Outside Project State California Find owners with a company location in California who only work on projects outside of California Inside AND Outside working on projects both within and outside of the selected state Example Role owner Company State California Inside and Outside Project State California Find owners with a company location in California who are working on projects within and outside of California States This will only display your assigned project territory ingenium 88 Counties You can select one or more states and load the counties menu to search for pro
66. this zone will use the zones security settings Custom Custom settings To change the settings click Custom Level To use the recommended settings click Default Level Add this Web site to the zone constructionpoints com Ensure this box is unchecked 7 Ensure the Require server verification https IS zone Is unchecked 8 Click Ok to close that window 9 Click Ok again to return to the Main Page ingenium Adjusting History Settings 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options F ConstructionPoints Main Menu Microsoft Internet Explorer Ble Edt Wew Favorites KH Help Mad and Mews Bak e CG Address El hep Manage ddoms Welcome Today is Wednesday M Lead management Trends Wiew project tracking lists 3 Under the Browsing History section click the Settings button Internet Options Home page A You can EES which EE page Temporary Intemet files Pages you view on the Intemet are stored in a special folder Delete Cookies Delete Files Temporary Internet files folder Current location C Documents and Settings VE Test oral Settings Temporary Internet Files History The History folder contains links to pages you ve visited for quick access to recently viewed pages Days to keep pages in
67. to your business There are four lists that come with the system My Prospect My Qualified My Customers My Hide and Notify These are displayed as P Q C Hide and Notify You can place a company on only one of these lists at a time You can create custom tracking lists These may be named anything you like The lists are displayed in a drop down list beneath the system lists A company may be saved to ONE system list and ONE custom list at the same time but not two system lists or two custom lists at the same time These same lists are found within the company report at the top right corner of the page mpanies Tasks Appointments Support Help on this page Your last sign in was Monday October 05 2009 amp Print iySaveas M Send letter K Save to Outlook H Save tracking Related items Track Private projects 0 Contacts 0 O Prospect SE F qualified sage F Customer Appointments 0 Documents 0 ch Create list ff Delete list CJ Notify D Show all sections Hide all sections ingenium 96 Company tracking lists When you select the link View company tracking lists from the main menu the page will load with the following image Run a saved search from this page by selecting it from the drop down list Load a saved search or select Last Company Search to view your last query Main Project summary Company summary Search projects Search companies Appointments Support Help on this
68. to access the information you need quickly and efficently 1 Select Tools from your Internet Explorer toolbar 2 Select Internet Options e Ingenium Technologies ConstructionPoints i CIE le https sso constructionpoints com Sign_In_CP4 asp7l http 3a 2f 2fmhc constructionpoin File Edit View Favorites La Help x Google Delete Browsing History Ctrl Shift Del i oly Favorites 38 E NewT e Ingenium Technologies Cor InPrivate Browsing Ctrl Shift P diagnose Connection Problems Reopen Last Browsing Session em Bei InPrivate Filtering Ctrl Shift F InPrivate Filtering Settings Pop up Blocker SmartScreen Filter Manage Add ons Compatibility View Compatibility View Settings Feed Discovery Windows Update SE enk 3 Select the Advanced tab 4 Continue scrolling down to the HTTP 1 1 section 5 Check the Use HTTP 1 1 and the Use HTTP 1 1 through proxy connections 6 Click Apply f Click OK Note If you do not see the Advanced tab in your Internet Options please contact your system administrator to configure your Internet settings Internet Options General Security Privacy Content Connections Pra Use inline AutoComplete outside of Internet Explorer Use most recent order when switching tabs with Ctrl Tab Use Passive FTP for firewall and DSL modem compatibility Use HTTP 1 1 Use HTTP 1 1 through proxy connections LH JC ks
69. to the search results Project tracking list page where the projects will be listed e Viewing Projects Above the calendar are three drop down menus You may select View projects by new and updated date or View projects by bidding date for all projects or just tracked projects The icons will change to reflect the data e The orange arrows on either side of the displayed month will move the calendar view forward or back e Clicking on a numerical date will display that date s Project summary information ingenium 33 Announcements The Start Page will display the most recent announcement added to the site To view all announcements click 7 7 on the Announcements title bar You will see a pop up window with a list of all announcements Announcements Q Show search fields j NewAnnouncement j Close j lt lt lt Previous page Next page gt gt gt T Subject Expires Created by Created at E Mee Administrator 4 29 2008 2 26 00 PM A significant milesto ne in the history of Constru ctionPoints is drawing near as the 4 0 upgrade is nowi n its Quality Assurance test ing phase ConstructionPo ints 4 0 has been given a ma jor graphical overhaul and there have been some signifi cant improvements behind the hood as well McGraw Hill X ML data feeds are now suppor ted as is the CKMS SiteID s ystem that puts together all firms operating under diffe rent names Congratulat ions to the ConstructionPoin ts team for some fin
70. will appear with each company s name and the counts for how many of each company s related projects have been updated either today or since last login Clicking a project count will display the updated projects on the project search results page Clicking on a company name will take you to that company report You have the option of printing the list or saving it as a Word Text Excel or Comma Delimited CSV file ingenium wi View key lists Search Key List View Key Lists includes architects engineers contractors manufacturers distributors etc It is particularly useful for organizations whose business process focuses on companies for leads Key Lists allows you to easily identify the most active companies based on types of projects You can have your results displayed by the number of projects total value of projects or company name Use the Sort By options before running your search as they will determine what companies are returned Example Show me the Top 10 architects based on number of projects in California Each list provides you with the names of the most active companies in the entire database based on the last year s worth of projects The number of active projects for each company is shown in the far left column A company must have at least three projects within the market segment or project type selected in order to be on this list Hyperlinks from the company names provide quick access to each company s report Wit
71. 1 test category Dmitriy s construction Test product 1 test6 3693 DPC 1 test category Dmitriy s construction Test Product 1 DPC 1 test category Dmitriy s construction Test Product 2 DPC 1 test category Dmitriy s construction Test product 2 mdel TT DPC 1 test category Dmitriy s construction 23 n Test Product 3 with 0 10100 oo o co co oisgicoicoioioioioioicoicoioicoio io o Oloioiolioioloioioioioioioiololo CO wo O w CO D Ie Dmitrrtvls Construction n From the results list you may click on a Product name to edit it or the Opportunity name to edit the associated Opportunity You can also save the results list as an Excel or CSV file by selecting the file type and clicking Save ingenium 139 Dodge plans and specs If you are a Dodge Plans and Specs subscriber you have a seamless connection between ConstructionPoints and the DPS database Finding DPS projects Date amp valuation parameters Updated within 1 Month Bidding within Select Project value xi 7 No minimum Y minimum 7 Y maximum Updated between No maximum Bidding between 03 07 2010 and C and E F Include projects having NDS bid date JE F Include projects having ASAP bid date On the Search Projects page is a checkbox called Only Projects with Dodge plans The results page will display projects with the links for Plans Specs and Add
72. 2009 View key lists Search by of Project wl DESC z a wl Print key list Save as Excel 2000 XP document V H Save Show top 20 companies based on Total of projects v Please note Calculations do not include item reports or permit abandoned and deferred projects Firm types f Architect v Architect o Consulting Architect Company phone Designer Landscape Architect Interior Designer Company city Tip Hold ctrl key to select multiple items Company states Company counties K Load counties Tip Hold ctrl key to select multiple items Market segments Primary project types Tip Hold ctrl key to select multiple items Search by of Project sl DESC Z A wl Q Search Print key list Save as Excel 2000 XP document Y H Save If you click Search you will get a results page on the screen that allows you to track companies print and view company reports or use the Send Letter feature You can change the number of companies displayed by editing the text field Top and clicking Change Limit Viewing company reports In order to view each of these companies in detail you will have to open each report This is easily done by opening the reports in a separate window that can then be closed returning you to this list Hold your mouse over the first company name and RIGHT click Then LEFT Click on Open in a new window in the pop up menu that appears under t
73. 559 Condominiums Crestwood Corp 368980 626 9141943 Mike Kent Design Development Apartments Condominiums 1 3 Storie 6732563 ITEM Master Irrig Controller Sys base years 1 Option Yrs D Bidding Unclassified 6732566 Office Building WALD RUHNKE and DOST 137838 831649464 Henry Ruhnke Design Development Office 6732572 ITEM Satellite Antenna Dish OC Bidding Guidance Detection Tracking System 6732575 ITEM Interior Painting of the Kidango Pepper Tree Center Bidding Pre School 6732589 ITEM CA DOT Bare Rental Equipment OC Bidding Unclassified 6732590 ITEM Lighting Material Package Bidding Miscellaneous Recreational 6732592 Kinesiology PE Facility amp Event Center Pre Design College University 6732596 ITEM Threaded Weld Saddles OC term 4 Years Bidding Unclassified 6732604 ITEM Replacement of Exterior Windows Bidding Pre School 6732615 ITEM Asco Products Bidding Unclassified 6732625 Lots D and E Reslurry Bidding Paving 6732635 ITEM Taco Pumps Bidding Unclassified 6732651 ITEM Heating Ventilation Air Conditioning amp Roof Repair Bidding Library 6732679 ITEM Paint Painting Supplies Misc Items Bidding Unclassified 6732705 ITEM Solar Photvoltaic Powered Syst Design Install Bidding Water Tank 6732720 ITEM Canine Agility Equipment Bidding Unclassified 6732724 San Francisco Christian Center Addition HWA Site Development Consultants 13904 Sub Bidding Worship Facility 6732725 Hamilton Avenue Phoenix Drive Signalization Bidding
74. 71876 Michael Rumsby 1 17PM SpecAlert s Ee Owner WalMart Stores Inc C O Const Dept 8702 Phone 417 8836600 Fax 866 7306151 Contact A James Burns 1 16PM Ashli Amos RE Comex Group formerly Kwal Paint CP upgrade 0 lIl eee eee Architect Benchmark Group Phone 479 6365004 Fax Contact Paul C Parks A Kyla Fox Am gt GC Phone Fax _ Contact a _F Project game J eport ng e Biddate valuation Owen Sturgess 12 47PM Grooming Part II Callaway Golf Compan 1443225 00 Michael Rumsby 12 46PM Stage Start Project type Miscellaneous Recreational Valuation 1 443 225 a Address 2180 Rutherford Rd City Carlsbad County San Diego County State CA Zip code A Michael Rumsby e 920087328 A Build System Notification 12 04PM w gt Owner Calaway Golf Co Phone 760 9311771 Fax 760 4387853 Contact George Fellows EE Architect Calaway Golf Co Phone 760 9311771 Fax 760 4387853 Contact George Fellows amp ui GC Phone Fax Contact Ze E Project game JBeport ng e Biddate valuation A Build System Notification 11 14AM y Jan 1 1900 Build System Notification 11 04AM Stage Design Development Project type Worship Facility Valuation 1 000 000 2 999 999 ConstructionPoints 4 0 Build No source code changes found Address 8541 N Fowler Ave City Clovis County Fresno County State CA Zip code 936199523 A
75. 9 366 0100 Projects Senge e View map Address PO Box 2581 City Big Bear City County San Bernardino County State CA Zip code 92314 2581 3 12 Design Consultants LLC Projects Zeen Address 125707 Copper Beech Dr City Upper Marlboro County Prince George s County State MD Zip code 20774 8002 360 Design Address 20438 Osage Ave City Torrance County LA County State CA Zip code 90503 2612 Projects View map F 3D Enterprises Projects address 11300 Sorrento Valley Rd Ste 255 City View map County San Diego County State CA Zip code Print and Save as give you the options to print or save as Word or Excel some of the reports with full details or all of the reports in list form with fewer details To select specific reports only use the selection boxes at the far left of the page before clicking the Print or Save as buttons Search comp Today is Tuesday December 01 2009 Tasks Appointments Support o Help on this page Your last sign in was Monday October 05 2009 View download list e Page 1 k Next page gt View amp Print ty Save As Sendletter RM Save tracking Fax P Q C Hide 301 768 2383 949 500 9470 858 202 0432 Tracking boxes and custom list drop down lists are shown to the right of the list of companies ingenium 98 View a List Add or Remove Companies View a company tracking list This is used t
76. 9470 FIEF A Projects address 20438 Osage Ave City Torrance v View map l J County LA County State CA Zip code 90503 2612 CI Notify F 3D Enterprises 858 202 0410 858 202 0432 FIEF Fi Projects Address 11300 Sorrento Valley Rd Ste 255 City San Diego aaa vi View map L__ County San Diego County State CA Zip code 92121 1337 Fi Notify Add companies to a list 1 To add companies to a list use your mouse to click once in the appropriate tracking box P Q C or Hide to produce a check mark or select a custom list from the drop down list 2 When you are done selecting projects click Save Tracking Remove companies from a list 1 To remove companies from a list use your mouse to click once in the tracking box to remove the check mark For custom lists select the blank field at the top of the drop down list 2 When you are done click Save Tracking Move companies from one list to another 1 To change the tracking list a company is on simply click in the tracking box you want the company to be on or select a new custom list from the drop down list 2 When you have made your changes click Save Tracking The companies will automatically be removed from the original list and are now only on the new selection s ingenium 99 Create a new list Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome Jeremy Reimer Today is Friday Novembe
77. 99 123456 Incorrect way to enter a Dodge Report Number 99 12456 3 enter DR or Private project Q What snew Profile Sign out You can either hit the Enter key or click the magnifying glass icon to perform the search NEW You can enter multiple Dodge Project numbers separated by commas like this Example 99 123456 99 223344 99 553366 The last hyphen and number indicate which version or update of the report you are viewing As you want the newest version do not use the last digit when searching Source You can specify project searches for either Dodge projects or Private projects you or your co workers have added to the site Search Save as Excel Clear Save search Search will display the projects on the search results page Save will display the search results in Excel or comma delimited CSV format Clear will reset the page if you need to change your search criteria and Save Search enables you to save the criteria for use again see below for details 1 Select all search criteria 2 Instead of using the Search button select Excel 2000 XP document from the dropdown list then click Save A new window will appear stating you have chosen to download a file You may Open this file from its current location which will open the result in an Excel spreadsheet requires Excel to be installed on your computer or click Save this file to disk which will open another window asking you to select a location to save
78. A Value 2 000 000 2 Alterations Bid time Ownership State Government Request for Proposals Bids to Sq Ft College University Start Buildings Owner requests proposals for indefinite quantity Facilities design and construction program Finish Stories Fax 512 463 1816 E 2008 Flood control Project Bidding N A Value 2 000 000 w New Project Alterations Bid time Ownership Local Government Request for Proposals Bids to Sq Ft Paving Storm Sewer Start Buildings Owner request proposals for professional Engineering services by November 5 until 4 00 PM CST Finish Stories Fax 210 270 6713 E McGregor Executive Airport Improvements Bidding N A Value 1 750 000 2 Alterations Bid time CST Ownership Local Government Request for Proposals Bids to Sq Ft Paving Runway T axiway Sidewalk Parking Lot Start Buildings Status Owner s Agent requests proposals for Aviation Engineering Services by December 8 until 4 00 CST Finish Stories Location Mcgregor Airport gt View map Mcgregor TX McLennan County 76657 Tracking Updated 11 2 2009 Added 11 2 2009 Source MHC Dodge project report Report no 09 696244 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments City of McGregor Owner Public Patti Paschall Phone 254 840 2806 Fax 254 840 2950 Once you have run a search selected a project tracking list to view or are in the company report related
79. Click Close ingenium 114 Add a contact Contacts allow you to create portfolios of information about specific people within a company This information may be shared with your team or remain private to you Contacts may also be saved to Outlook You can add a contact from a company report or if a contact is listed on a Dodge project convert that contact to a record within the company report and use it for the Send Letter feature Add a contact within the company report Create mew Create Company Contact Projects Opportunity View Map Note Y Summary se Plumbing H Si 6 7 Task Ip W400 N Appointment Document upload con ae Use the drop down list Create new Contact at the top left of the report The contacts editing page will display The fields for address telephone and fax are already filled in with the same information found in the company report These may be manually changed if necessary Enter the first and last names of your contact Add the contact s position email and any notes you wish to include If you want to use this contact as the primary name for Send Letter check the Use this contact for mail merge box When you send a letter to this company this contact name will automatically be placed in the Dear field Select Save or Save to Outlook You may add additional contacts from this location by selecting the button New Return to the company report by clicking once on Close Edit
80. D UPDATED PROJECTS SINCE LAST LOGIN Click on the number of projects found under the Updated since last login column 143 Appendix B Tracking your projects SEARCH FOR PROJECTS For instructions on how to search for new and updated projects please refer to Searching for Projects Appendix A A list of projects will appear when your search is complete TRACK YOUR PROJECTS FROM THE TRACK YOUR PROJECTS WITHIN A LIST OF RESULTS PROJECT REPORT To the right of each Project you will see To open up a detailed project report right four columns of check boxes labeled A K click on the NAME of the Project and click C and Hide and a drop down list directly Open in New Window below for any Custom Tracking Lists you ve created See below for a detailed Once the Project Report is open you will description find four check boxes labeled A K C and Hide and a drop down list for Custom These are known as Tracking Lists Tracking Lists see below for a detailed folders designed to help you track your description projects These are called Tracking Lists folders designed to help you track your projects REVIEW AND TRACK YOUR PROJECTS Review the Projects and select the desired Tracking List Click on one of the boxes provided A K C or Hide or select a Custom Tracking List of your choice make sure the name of the tracking list is inside the Custom box once selected Click on Save Changes Tracking Lis
81. DI ASC A Z z For company search results Vv Display 10 companies per page Sort companies by Company Name z l DESC Z A z WI companies Set search limit to 500 When viewing keylists Show top 20 companies based on of projects for selected market segment s x Sort companies by Company z DESC Z A z Show the following sections when viewing printing or saving a company report M Projects in my profile 0 O Sweets Network leads M Insert page break after each report M Dodge projects U Reader Service leads print amp save only M Private projects M Contacts M Opportunities M Show all roles M Notes M Tasks M Appointments M Documents Show the following related item sections when printing or saving a company list M Contacts M Notes M Appointments M Opportunities M Tasks M Documents M include the search parameter section when printing or saving company search results H Save Save and close Close H ome Ill II Onm VIN Click Save and close to update your view Companies related to project The first sub section of the project report is Companies related to project The dodge project number is listed if available eg Companies related to 09 491569 All Known companies associated with a project that are accessible from the user s profile are listed in this section Their role in the project is indicated and the basic contact information given The company name is a hyperlink to the company re
82. E Mini Historic Structures Report Preservation Plan Requestfor Proposals Miscellaneous Recreational 6732907 Storm Drain Pollution Trap Nets at Pump Stn SD12 Bidding Storm Sewer 6732952 Fresh amp Easy Neighborhood Market Pas lt LITTLE DIVERSIFIED 3100URAL 598977 626932230 Henry Kwon Design Development Supermarket Convenience Store 6733081 Jack in the Box Restautant Jack in the Box 28444 858 5712121 GC Bidding Invitation Food Beverage Service 6733113 ITEM Asbestos Abatement Bidding Hazardous Waste Disposal 6733118 ITEM Weed Abatement Services Bidding Landscaping 6733119 Downtown Streetscape Bidding Paving 6733122 University Village Apartments Building 46 JOHNSON ROY ARCHITECTS IN 619462866 Design Development Apartments Condominiums 1 3 Storie 6733123 University Village Apartments Building 47 JOHNSON ROY ARCHITECTS IN 619462866 Design Development Apartments Condominiums 1 3 SH Report ee Daw A AgoShapes x DO z Al ct idl iil Or You may change the sorting order of the fields in both the Auto lead email and the Excel attachment by clicking on the Change button This pops up a window that allows you to set three levels of sorting Each level of sorting can be set for ascending A Z or descending Z A order ingenium 48 Sort z Ok KA Cancel Sort by Architect DESC Z A Then by Architect DESC Z A Then by architect DESC Z A Access rights As with
83. EST Co 2 Detail test2 3693 System Admin 6 8 2009 Opportunities 24 Hour Emergency Room Detail test5 3689 System Admin 6 8 2009 Opportunities 24 Hour Emergency Room Detail test6 3698 User 1 6 5 2009 Appointments Ship Store Addition Detail aaaaaaaaaaaaaaaaaaaaa TE 6 5 2009 Ra RFP Curtis Paper Mill Site Recreation Development Detail drop Userl 6 5 2009 Notes ADL Constantine Engineering Inc Detail aaaaaaaa Userl 6 5 2009 Notes 417 East 57th Street LP Detail kkkkkk User i 6 5 2009 Notes aaaShip Store Addition Detail aaaaaaaaaaaa User 1 6 5 2009 Notes aaaShip Store Addition Detail aaaaaaaaaaaaaaaa User 1 6 5 2009 Tasks User 1 Detail aaaaaaaaaaaa The Activity report page allows administrators to see which users have been participating in which activities Tracked activities include Creating or editing Opportunities Creating or editing Contacts Creating or editing Notes Creating or editing Tasks Creating or editing Appointments Uploading Documents An administrator can generate a report for any given time period and save it as an Excel or CSV document ingenium 138 Manage products Note This page may or may not be accessible to non administrative users depending on your site setup Welcome System Admin Today is Thursday June 11 2009 Your last sign in was Friday June 05 2009 Manufacturer All sl Sort by Product vi asc v Prod category All v Q Search N
84. Lead search will be flagged with the tracking list you specify You can also add these results to the Notify system tracking list Editing an Auto lead Once you have saved an Auto lead it appears in the list of saved searches at the top of the Search projects page Search Projects Select the Auto lead from the Searches drop down list click Load to open the search then click Edit to edit the Auto lead settings Auto lead options Email alerts One of the most powerful features of Auto leads is the Email alert feature You can choose to send the results of each Auto lead search directly to your Inbox To do so check the Email alerts box The results will be automatically sent to the email address configured in your Profile The email alert looks something like this ingenium e Type a question for help D FW JeremyCPU2Search Oct 24 CPu2 I Unread Mai B Today To Jeremy Reimer A Build System Notification 2 57PM Attachments BH jeremyCPU2Search Oct 24_10242008 xIs 165 KB Promotion http cp4qa constructionpoints net has bee O A Mary Hudson 2 50PM y Attached is the AutoLead report for your RE Results are in for Halloween Drawing contest territory B Mailbox Jeremy Reimer t ss bi Deleted Items 2 Kyla Fox 2 49PM Project name SS J eport mg Ver Bid date apen a Drafts Results are in for Halloween Drawing contest Lake Elsinore CA Wal Mart
85. Load Selected companies v Apply options Include the following report sections when saving Company summary Projects in my profile Sweets Network leads Company tracking lists Dodge Projects Media leads Private Projects Reported within 1 Month v C Contacts C Opportunities CI Show Duplicate Roles C Notes C Tasks F Appointments F Documents Apply changes The Save Companies window lets you set your options before saving the results of a Company Search as a Word HTML Excel or Text file You can select which parts of the reports to include for example related projects Buyline leads Architectural Record leads opportunity or tracking information contacts tasks notes and appointments Add check marks to the bottom of the page to indicate which information you d like to see There are options for selecting either Report style or List style and whether you d like to save the company currently displayed on the top half of the preview window or all companies You can use the links Next and Previous to scroll through the reports The drop down list Load will display either Selected Companies if you specified which companies you wanted or Companies 1 25 from results if you did not The menu references all companies from your result and allows you to save companies 1 25 then 26 50 then 76 100 etc When you select an entry from this menu click the Apply Options button to the right of it to load the next group
86. Load a saved search Projects Bidding Today CH Choose a tracking list v Apply list to results View list Create list M Delete list 114 projects found Page 1 WShow all projects Next page gt Change Sort by Version ASC Project Name ASC Report Date ASC d View Track amp Print jy Save As M Send letter Project search results ai Select all Bidding 7 16 2009 target Value 50 000 F Garfield Elementary Spark Park Work Alterations Bid time 2 00PM CDT Ownership Local Government You may create custom tracking lists to reflect the type of projects you have grouped together 1 Custom tracking lists may be created from the search results tracking page within the project report and within the company report related projects section 2 Click the button Create List ingenium 79 reate custom tracking list H Save Cancel Specify access to this item Name Gi Private O Company O Share with Select users 3 A new window will open asking you to name your custom list Type allows you to create a Private list which only you may see or a Shared list that select members of your company may view 4 When you have named your new list click the Save button at the top right of the window 5 Anew window will tell you that the list has been saved Click Close Your list will be shown in the drop down list for custom tracking lists Finding updates to tracked proj
87. Pre Design Paving Project proposed for construction determined View map Modesto CA Stanislaus County Owner Public Rhonda A Ford Architect Yuyan Zhou Bidding Bid time Bids to Start Further action pending funding Bid and construction schedules to be Finish Location Firms Bidders CSI Information Opportunities Documents Notes Tasks Appointments City of Modesto Owner Public Donna Gardner Phone 301 504 1176 Phone 571 218 1474 Phone 209 577 5396 View download list d Previous page Page 1 mi Next page gt View amp Print ty Save As M Send letter d 4 si N A Value 20 000 001 A Federal Ownership Government Sq Ft Buildings Stories Fax 301 504 1216 Fax n a Value 47 000 000 Ownership Local Government Sq Ft Buildings Stories Fax 209 522 1780 8 Click the name of any of the reports listed The project report displays ingenium 39 The phrase Shovel Ready is located under the Project Details Special Code heading Type Testing Research Development Lab Bid Time Owner Public S i US Department of Agriculture Ownership Federal Government Bids To eat AFG Sq ft Start Phone 301 504 1176 FAX 301 504 1216 Buildings O Finish Architect Stories 0 0 above 0 below Jacobs Yuyan Zhou Phone 571 218 1474 Status Source Sought Notice Submission of Interest to Owner October 20 at 5 00 PM EDT Location 800 B
88. Qualified Companies o 0 View web statistics dashboard My Customer Companies o o You can quickly find out which of your company reports has received new projects or have had their existing projects updated Once a company has been placed in a tracking list the Company summary page from the main menu will show any updates to those companies for Today or Since last login Clicking on the number of companies under each column heading for Today or Since last login will load display only the companies that have received an update To view the new or updated projects open the company report e Company tracking summary Windows Intemet Explorer _ E http cp4de aa x ints net MainP s ges age SS Company tracking summary amp Printable version Saveas Word 2000 XP document x View View Project Summary for my Prospect Companies Projects 146 companies found Updated since U ted tod Company lt lt Prev Page i d Show all Next gt gt ee test 0 d ABC Coating of North Carolina Dawson Building Contractors last login Zamora Engineering Inc Caddell Construction Company Inc B L Harbert International LLC American Cast Iron Pipe MBA Structural Engineers Inc Whitaker amp Rawson Inc Sajjadieh Engineering NiWN O oO bb O S A H Ob oN NO O To go directly to the new or updated projects for each company select a tracking list from the drop down list View project summary for and click the View button A pop up window
89. Select Report Date Greater Than 10 04 2009 Type Select this option if you would like to save your search within Constructionpoints so you can run the search any time Gi On demand you want O Select this option if you would like your sawed search to run automatically on a set schedule You can also turn on Auto lead automatic delivery of the search results to your email account Track Automatically track the results of this search to the following tracking lists Tracking list Feature lists select tracking list v F Notify Access rights Private O Share with f O Company ingenium 45 Edit a saved search If you run searches that vary only slightly you may want to set up a general saved query and then edit the information slightly for each specific search Example territory and reported within date stay the same but project type varies Set up a saved search for the territory and reported within date Each time you load the saved search select a new project type 1 Select the search from the drop down list Searches 2 Click Load to open the saved search criteria on the page 3 After the page loads the search criteria you have the option of changing anything on the page 4 Click Search Delete a saved search query 1 From the search projects page select the saved search from the drop down list Searches 2 Click Load to open the saved search 3 After the search loads click Delete to the right
90. Store 2077 108 08 838562 WE 2000000 00 Inbox LA Michael Rumsby 2 39PM y La Junk E mail 15 RE Comex Group formerly Kwal Paint CP upgrade Stage Construction Documents Project type Retail Other Valuation 1 000 000 2 999 999 B3 Outbox A Nam Phan Address 31700 Grape St City Lake Elsinore County Riverside County State CA Zip code B Sent Items 6 49 pool 925329785 QQ Search Folders 3 SpecAlert s A Build System Notification ConstructionPoints 4 0 Build P J 3 Mary Hudson 1 26PM w there are treats next to the voting station but you better h i Owner Wal Mart Stores Inc C O Const Dept 8702 Phone 417 8836600 Fax 866 7306151 Contact Ashli Amos Architect Benchmark Group Phone 479 6365004 Fax Contact Paul C Parks ar lt GC Phone F Contact sg IY om M Project name SS J eport ng Bid date valuation RE Comex Group formerly Kwal Paint CP upgrade custo protect name er Bid date z Ee an Bernardino CA WalMart Store 3276 Jan 1 1900 Build System Notification 1 21 m o 110 Remodel 08 838608 h 12 00AM 2000000 00 ConstructionPoi D Build Passed Version 4 0 2 d pel Veronea Stage Construction Documents Project type Retail Other Valuation 1 000 000 2 999 999 sed Version 4 0 2 a E n til 2pm ell Address 4001 Hallmark Pkwy City San Bernardino County San Bernardino County State CA Zip nieri code 9240
91. V Smok tl 6 16 14 H Smok tl 6 17 1 Smok tl 6 18 1 C Smok tl 6 19 1 Smok tl 6 22 1 Smok tl 6 26 1 Flink a oea Save Cancel From this window you can assign or unassign projects to various tracking lists or create new a tracking list There are three types of tracking list Feature lists System lists and User defined lists ingenium 75 Feature lists Feature lists are tracking lists that are tied to specific features of the system and will thus trigger additional actions when you assign a project to one of these lists You can assign a project to any number or combination of feature lists When a project is added to the Notify list any changes or updates to this project will be sent via email to the address listed in your Profile When a project is added to the Export list the project will automatically be exported to a CSV or XML file and optionally sent to a remote destination such as an FIP site or a mailing list NOTE This option is not enabled for all customers Please contact your Dodge representative if you would like to enable Export functionality As described above projects added to the Hide tracking list will no longer appear in your searches although they still exist in the system System lists System lists are lists that are built into ConstructionPoints Every user has access to these tracking lists There are three system lists Active Key and Completed Because they represent
92. a small territory you do not need to select the state the city is in However if you have a large territory the state and or county is recommended as many states have cities with the same names such as Springfield Telephone You can search a specific telephone number or all companies by a certain area code State The State field displays all of the United States and Canada but searches will only return companies working on projects within your assigned territory or companies whose addresses are within your territory e If you do not select one or more states the system will assume you wish to search all states e You can select a state and load the counties to search companies in a specific county location Zip Codes e US zip codes may be entered with as few as two digits ex 98 will find all projects whose addresses begin with 98 or 980 will narrow it down slightly to all projects whose zip codes begin 980 etc The more digits you use the more specific the search result will be ingenium 86 e Multiple US zip codes should be separated by commas but do not need spaces between the commas and the next entry ex 982 983 984 985 or 98003 98004 98005 98006 e Canadian postal codes must have a space within them ex V6H 2G1 In multiple searches each code does not need to be separated by a space ex V6H 2G1 V6H 322 V7G 4J7 but the space within each code must remain Source E Company name
93. ad the project types NOTE To select a market segment choose of projects for selected market segment s from the drop down list at the top of the screen 3 You can search for a specific number of professionals by changing the eniry in the text field Top By default this will search for the Top 500 but you can specify the number of professionals you d like to see by entering a number in this field You can set a new default number by changing this entry on your Edit my profile amp password Company preferences page You have three options for viewing your results Search will display a list of companies Print Key List will display your search results in another window ready for printing Save will open or save the list as an Excel file or Comma Delimited CSV file oo ingenium 102 Export to Excel or CSV 1 Select your search criteria 2 Select Excel 2000 XP Document or CSV then click Save 3 A new window will appear asking if you would like to open this file from its current location which will open the file directly in Microsoft Excel requires Excel to be installed on your computer or save this file to disk which will open another window asking you to select a location to save the file to Search Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome Jeremy Reimer Today is Friday November 06 2009 Your last sign in was Tuesday November 03
94. address in your profile whenever information about this company is updated Create a new list 1 Click on Create list 2 Anew window will open asking you to name your custom list Type allows you to create a Private list which only you may see or a Shared list that select members of your company may view 3 When you have named your list click the Save button at the top right of the window 4 Anewwindow will tell you that the list has been saved Click Close Your list will be shown in the drop down list for custom tracking lists Sub sections show side Hide duplicate roles amp versions Projects in my profile ajs 98 Sweets Network Leads Reader Service leads Contacts H Opportunities Notes Tasks Appointments Documents Above the sub sections at the right are the options Show All Sections Hide All Sections Each sub section of the report may also be viewed or hidden individually by clicking on the icon at the far left of each header When you select one of these the system will remember your choice and apply it to all company reports until you log out ingenium 112 Edit my profile View settings for Company preferences z View H Save gf Saveandclose Close Company preferences On a project report sort companies in my profile by Telephone llasca z zl For company search results M Display 10 companies per page Sort companies by Company Neme E
95. any summary Projects in my profile Sweets Network leads Company tracking lists Dodge Projects Media leads Private Projects Reported within 1 Month e Contacts F Opportunities CI Show Duplicate Roles C Notes C Tasks F Appointments O Documents 4 Apply changes 3 Use the options at the bottom of the screen to choose what information you would like to print A check mark indicates that section will be printed 4 When you have made your selections click once on the Apply changes bution at the bottom right of the window This updates the top half of the window the report will now show only the information you have selected 5 Print will open your computer s regular print window Continue as you would when printing any document 6 When done click the Close button to exit the print preview window Print related projects companies Projects 10th St Business Park is related to Choose a tracking list v Apply list to results Create list ff Delete list Reported within 1 Month KA Change Sortby Stage ASC Stage ASC Stage ASC d View Track E Save As Send letter Under the Projects in my profile sub section use the selection column to the left of the company and project names to select reports to print The sections have their own Print button that will let you print the full project or company report ingenium e Save the report as Word or Excel weanesday 7 a Your las t sign in w
96. arch button found on the top and bottom right COMPANY SEARCH RESULTS At this point you will see a list of the companies retrieved from your search ingenium ie Appendix E Tracking your companies SEARCH FOR COMPANIES For instructions on how to search for new and updated projects please refer to Searching for Companies Appendix D A list of companies will appear when your search is complete TRACK YOUR COMPANIES FROM THE TRACK YOUR PROJECTS WITHIN A LIST OF RESULTS COMPANY REPORT To the right of each Company you will see To open up a detailed Company report four columns of check boxes labeled P Q right click on the NAME of the Company C and Hide and a drop down list directly and click Open in New Window below for any Custom Tracking Lists you ve created See below for a detailed Once the Company Report is open you description will find four check boxes labeled P Q C i and Hide and a drop down list for These are known as Tracking Lists Custom Tracking Lists see below for a folders designed to help you track your detailed description projects These are called Tracking Lists folders designed to help you track your projects REVIEW AND TRACK YOUR COMPANIES Review the Companies and select the desired Tracking List Click on one of the boxes provided P Q C or Hide or select a Custom Tracking List of your choice make sure the name of the tracking list is inside the Cust
97. arch specific dates select the blank option at the top of the drop down list to clear the displayed time frame and then enter your own criteria in the fields between and and ingenium 59 Bid date Bid dates may be searched using only those dates or including Reported between dates To search specific bid dates only select the option 4 Years from the Reported Within drop down list to include all projects in your search and then enter your own criteria in the Bid Date fields between and and Your search will return projects whose listed bid dates fall within your criteria To search bid dates based also on Reported Within make the appropriate selection from the Reported Within drop down list and then enter your criteria in the Bid Date fields between and and Your search will return projects whose bid dates and report dates fall within the specified criteria You can exclude projects having an NDS bid date No Date Set from your search by clicking the appropriate checkbox You can exclude projects having an ASAP bid date As Soon As Possible by clicking the appropriate checkbox Valuation Valuation enables you to search for projects with a minimum valuation a specified range of value or up to a maximum value Search for projects with a minimum value select the required amount from the drop down list Min You do not need to select a maximum value Search for projects that fall between two values select both a minimum and maximum value f
98. as Tuesday May 06 8 prin ty Save as JE Send letter Ki Save to Outlook RH Save tracking Related items Track 1 Click the Save as button from the top of the report 2 The Save Project preview window will open Save Project Style Report 2 Change Save as Word 2000 XP document v BH Save Close Include the following report sections when saving Project Summary Companies in my profile CSI information Project tracking lists Firms F Opportunities Project location Bidders C Notes Project details C Private companies O Tasks O Firms reported on previous versions go Appointments C Bidders reported on previous versions C Documents O Show all roles amp versions Apply changes 3 Use the options at the bottom of the screen to choose what information you would like to save A check mark indicates that section will be included 4 When you have made your selections click once on the Apply changes bution at the bottom right of the window This updates the top half of the window the report will now show only the information you have selected 5 From the drop down list Save as select one of Word 2000 XP Document HTML document Excel 2000 XP Document or Text Document Click Save A new window will appear stating you have chosen to download a file You may Open this file from its current location which will open the file in Word your web browser Excel or Notepad or select Save this file to disk
99. ate Select Letter H Save template New template ff Delete template Include logo when printing Select a logo No Logo x Return address Use my company s address Company MAS ENEE EEEE My address Address No return address City State Zip code Phone m rx Letter template 2 Select a letter the return address you wish to use your logo if appropriate and click Generate letters 3 The first window you see will ask you to pick what type of firm you wish to send the letters to Open the drop down menu and select a firm then click Apply options 4 Once you select a firm the window changes to display the company names and their related project names and numbers Companies 1 to 25 from results Companies 26 to 50 from results Companies 51 to 75 from results Companies 76 to 100 from results Companies 101 to 125 from results Companies 126 to 150 from results Companies 151 to 175 from results Companies 176 to 200 from results Companies 201 to 225 from results Companies 226 to 250 from results Companies 251 to 275 from results Companies 276 to 300 from results 4 Previo Lei Companies 301 to 325 from results Companies 326 to 350 from results Include fe Cur Companies 351 to 375 from results Companies 376 to 400 from results Ga Print Save as Word 2000 xXP document Companies 401 to 425 from results Close Companies 426 to 450 from results Letter options Companies 451 to 475 from resul
100. ate n a Electrical plans by n a Target completion date n a Mechanical plans by n a Bond remarks n a Structural plans by n a Bid bond 5 Plans remarks Refundable if returned Payment bond n a At the top right are Related items links to take you to the Firms or Bidders section of the project and links to Dodge Plans and Spec information as well as CSI Info these are separate services please contact your Dodge Rep if you are not currently accessing this data and would like to Beneath that are the dates the project was added updated and reported and the version number of the project A version 1 project indicates this report is new to the system The Report Date indicates the last date the report received new information from Dodge Any professionals you have chosen to display on the project search results pages are displayed at the bottom right of the report with a gray background Clicking a company name will take you to the company report At the top right is a summary of the private data Related Items that has been added to this report as well as your tracking selections Welcome Jeremy Reimer Te constuction etwork Dodge project RFP AE E Create new Wl Create Project oject summary Firms oa anata RFP AE Bexar Bidders E 09 672123 View Map Task Appointment Document upload Togs Planning Schema Get lafo Report date 11 02 2009 Last issue 10 02 2009 Owner
101. ations ingenium 50 Zip code Country Load counties Action stages Market segments Project types L Primary Only re Desg Commercial i Transport i Industrial Neggtiating School sl te Load prQject types Tip Hold ctrl key to select multiple items Tip Hold ctrl key to select multiple items This menu allows You can search one or more entire market segments by selecting from the you to search for menu on the left or Load the project types for that segment and pick one projects in one or or more project types Primary Only gives you the option of searching for more specific project types that are the main focus of the project thereby eliminating stages projects with a small element of the selected type Zip codes e US zip codes may be entered with as few as two digits Example 98 will find all projects whose addresses begin with 98 or 980 will narrow it down slightly to all projects whose zip codes begin 980 etc The more digits you use the more specific the search result will be e Multiple US zip codes should be separated by commas but do not need spaces between the commas and the next entry Example 982 983 984 985 or 98003 98004 98005 98006 e Canadian postal codes must have a space within them Example VG 2G1 In multiple searches each code does not need to be separated by a space Example V6H 2G1 V6H 322 V7G 4J7 but the space within each code must remain Multiple market segments and or proje
102. ay November 06 2009 Your last sign in was Tuesday November 03 2009 Lead management for Friday November 06 2009 sl View View project tracking lists Company summary Total Updated today Updated since last sign in View projects bidding All companies in my profile 37304 2 37217 today M View Company lead integration summary Total leads Today s leads Leads since last sign in Vraa aaay Calan Sweets Network 470218 o 96 View bid It ee ae Alabama Metal Industries Corp 6 D oO C t ject EE Alcan Composites USA Inc 6 D 0 Relationship management CertainTeed Ceilings 1576 D 9 z f CertainTeed Commercial Roofing i9 o o View company tracking lists Nee ey Ea CertainTeed Fence Railing amp Deck 1202 D 3 CERTAINTEED FIBERCEMENT SIDING 25738 d 0 Create new company CertainTeed Gypsum 1034 D o Administrati tool cuca conchae red CertainTeed Insulation Group 5210 D 24 View activity report CertainTeed Roofing Low Slope 4806 0 13 Manage products CertainTeed Vinyl Siding and Trim 6095 D 30 Manage searches Dunbarton Corporation 20 0 0 Manage field templates GAF Materials Corporation 2 d View download list Southwest Metalsmiths Inc 6 0 Edit my profile amp password Media 3353 0 14 Lead integration View project summary for Select a company tracking list wl View View Dodge SpecShare project alerts Company tracking list summary Total Updated today Updated since last sign in View Sweets Network leads My Prospect Companies o o View Media leads My
103. b or Text document select the format from the drop down list then click the Save As button located above and below the list of results PRINT SAVE AS FROM AN INDIVIDUAL REPORT Right click on the name of the Project or Company and select Open in a New Window Within the detailed report click on the Print button if you would like to Print To save as a Word Excel Web or Text document select the format from the drop down list then click the Save As button located above and below the list of results PRINT PREVIEW OPTIONS The Print Preview appears when you choose to Print or Save your reports The top half displays the projects or company report information The bottom half displays your options for what information to include when printing Use the options at the bottom of the screen to choose what information you would like to print A check mark indicates that the information will be printed When you have made your selections click once on the Apply Changes button at the bottom right of the window This updates the top half of the window Click on Print Use the options at the bottom of the screen to choose what information you would like to save When you have made your selections click once on the Apply Changes button at the bottom right of the window This updates the top half of the window From the Save As drop down list select Word Excel HTML or Text Click Save A window will appear stating
104. ch Project auto lead Every 1 week s on Monday Email incl Summary top 25 report Private System Admin Tl sstest shared Project on demand None None My company CPU1 CPU1 If you have a lot of saved searches you can filter the list by selecting Type On demand searches Auto leads etc Schedule Access and Owner Click Apply to list to refresh the list with your new filter You may also change the sort order of the list of searches Click Change and select up to three levels of sorting for the page higher levels are applied first Then click Ok and Apply to list To view the results of a search instantly click the View results icon the small eye to the left of the search name To edit a search click the 7 Edit icon the paper with pencil to the left of the search name The Save Search popup window will appear This allows you to edit the details of the On demand or Auto lead search such as the schedule and Email alert options To edit the actual details of the search click Edit Search at the top of the Save Search popup window To delete a search click the Delete icon the garbage can to the left of the search name A message window will pop up asking if you really want to delete the search Click Ok to delete or Cancel to leave the list alone ingenium 67 Project bidding Today 7 days or 30 days Welcome System Administrator Project quick search Dodge ll Q Search Lead management View project tracking lists
105. ct Name ASC Report Date ASC view Track amp Print fy Save As P Sen etter Project search results Select all _ Administration Building Hurricane Ike Repairs Bidding N A Value 2 000 000 Work Alterations Bid time Ownership Private Stage Planning Schematics Bids to Sq Ft Type Office College University Start Buildings Status Design in progress advance pending funding from insurance company and owners decision to proceed Finish Stories Location 7502 Fondren Rd Houston Baptist University gt View map Houston TX Harris County Tracking Active Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 test DMA Updated 7 3 2009 Added 7 3 2009 Source MHC Dodge projectreport Report no 09 587434 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments Houston Baptist University Owner Private Eileen Crowell Phone 713 774 7661 Fax n a Levinson Associates Architect Ambrose Alcoser Phone 713 850 7660 Fax n a The project listing will collapse to show you that it is now hidden with a blue link to restore the project if you clicked on the Hide button accidentally Last Project Search Search parameters View download list Load a saved search Last Project Search v Choose a tracking list w Apply list to results View list Create list ff Delete list Search limit reached The top 500 projects have been returned You may use the
106. ct lead My company System Template DR ProjectID Project name Architect ArchitectID Architect phone number Architect contact name Project value Stage Primary project type City State Address Owner OwnerID Owner phone number Owner contact name Ben Architect Private System Admin Company Name Architect Factor Key Architect Role Factor Type Architect Address Architect City Architect County Architect State Architect Zip Code Architect Contact Architect Fax Architect Telephone Architect Ben CivilEng Private System Admin Factor Key CEng Company Name CEng Role Factor Type CEng Telephone CEng Fax CEng Address CEng City CEng County CEng State CEng Zip Code CEng Contact CEng Z Ben EEngineer Private System Admin Factor Key Eng Company Name EEng Role Factor Type EEng Telephone Eng Fax Eng City EEng Address EEng County EEng State EEng Zip Code EEng Contact EEng Ben GeneralContractor Private System Admin Project Name Role Factor Type GC Factor Key GC Contact GC Telephone GC Fax GC Address GC Company Name GC City GC County GC State GC Zip Code GC Ben MEngineer Private System Admin Factor Key MEng Role Factor Type MEng Telephone MEng Zip Code MEng Fax MEng Address MEng City MEng Company Name MEng Contact MEng State MEng County MEng You will see a list of field templates in al
107. ct types To select multiple entries in a list hold down the Ctrl control key on your keyboard while you use your mouse to select entries Action stage e You can select as many stages as you like for one search e If you do not select any the system will assume you wish to search on all stages NOTE Action stages have changed from the old Network product Please take note of the following changes in action stages as it may affect your search results Network Premium ConstructionPoints Parent Stage Pre Planning Request for Proposals Pre Design Request for Qualifications Pre Design Pre Design Pre Design Planning Planning Schematics Design Design Development Design Construction Final Planning Documents Design Pre qualification Design Bidding Bidding Bidding Negotiating GC Bidding Bidding Negotiating GC Bidding Invitation Bidding Negotiating Negotiating Negotiating Bidding Negotiating ingenium S Sub bidding Sub bidding Bidding Negotiating Bid Result Bid Results Bidding Negotiating Start Start Construction Sub Award Subcontract Award Construction Construct Construction Construction Permit Permit Construction Occupancy Notice of Completion Operation Leasing Operation Service bidding Operation Retrofit Operation Deferred Delayed Delayed Abandoned Abandoned Abandoned Market segments e You can select as many segments as you like for one search e If you do not select any the system will assume you wish to search all segm
108. d list AND which have been updated within the specified time frame ingenium Se Search Bid results last 7 days Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome User 2 Today is Thursday November 05 2009 Your last sign in was Tuesday January 01 2008 View bid results last 7 days Sort by Project Name x ASC b Q Search Save as Excel 2000 XP document w RH Save Project states Project counties California Connecticut New York Texas Load counties Tip Hold ctrl key to select multiple items Market segments Primary project types Commercial Transport Industrial School Medical wi Load project types Tip Hold ctrl key to select multiple items Low bid amount between No minimum wl and No maximum v View Bid Results for the last 7 Days is available from the main menu navigation options This list allows you to identify the successful bidders in your area for the last week The list will give you quick access to all bid projects including low bidder information next lowest bid percentage difference and quick access to all project information Links to the company and project reports are also provided You may save the list as an Excel file or as a Comma Delimited File CSV by clicking on the link Save as Excel or Save as CSV This link is also available on the search results page The function
109. d selected multiple companies the template will open without a company name or address displayed The re line will reference the project name and report number The selected company names will appear once you click Generate letters If you started from a list of projects the template will open without a company name or address displayed The re line will be blank Once you click Generate letters you will be given the option of which type of firm to send the letter to for example architects and each separate project name and number will then be displayed with the company name and address Formatting letters save and delete letters Re lt Project Number gt Version Number lt Project Hames lt Project State gt lt Project County gt 3 Paragraph Font v size Color v Highlight A Za XK e G cW 23ARzP Because you are working within a browser window the rules for spacing are different than if you were working within a Word document e The Enter key on your keyboard will produce two line breaks instead of the usual single line break that you get in Word To produce a single line break in the letter text field hold down the Shift key and then click the Enter key e For bullet points or numbers enter the text and separate each line with the Enter key Highlight the text with your mouse and then select the bullet or number option from the tool bar ingenium mi Save a new letter template
110. dd this website to the zone E Enable Protected Mode req constructionpoints com Require server verification https for all sites in this zone Ensure this box is unchecked 3 Click on the Security tab 4 Click on the Trusted Sites icon 5 Click on the Sites button 6 Add the following website into your trusted sites by typing the address in the Add this website to the zone field constructionpoints com 7 Ensure the Require server verification https for all sites in this zone is unchecked 8 Click Close to close that window 9 Click Ok again to return to the Main Page ingenium 16 Adjusting Compatibility Settings Internet Explorer 8 contains a number of upgrades that interfere with a small number of ConstructionPoints features In order to ensure that you don t experience any of this interference please view ConstrutionPoints in Compatibility mode 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Compatibility View Settings 3a 2f 2fmhc constructionpoints com Hit View Favorites Pures Help gle Delete Browsing History Ctrl Shift Del ke7 Q o rites E NewT Get More Add ons ium Technologies Cor InPrivate Browsing Ctrl Shift P Dia onnection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F InPrivate Filtering Settings Pop up Blocker gt SmartScreen Filter gt IRM features Manage Add ons Compat
111. ded 7 3 2009 Source MHC Dodge projectreport Report no 09 586957 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments Pasadena ISD Owner Public Robert Boice Phone n a Fax n a Randall Porterfield Architects e Architect Tricia Mackin Phone 281 332 6680 Fax n a ITEM Plumbing Fixtures Cunningham Elementary Bidding 7 16 2009 target Value 50 000 P X Work Alterations Interiors Bid time 2 00PM CDT Ownership Local Government Stage Bidding Bids to Owner Public Sq Ft Type Primary School Start Buildings Status Bids to Owner July 16 until 2 15 PM CDT Finish Stories Location 2200 Berkeley Ave d i View map Austin TX Travis County Tracking Active Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 7 2009 Added 7 7 2009 Source MHC Dodge I only report Report no 09 588975 ver 1 Print and Save as give you the options to print or save as Word Excel HTML or Text You can print and save some of the reports with full details or all of the reports in list form with fewer details To select specific reports only use the selection boxes at the far left of the page before clicking the Print or Save as buttons ingenium 78 View a list add or remove projects This is used to view projects already on a tracking list 1 From the main menu select Project Tracking Lists 2 Select the tracking list you would like to view from the drop down list
112. different stages for a typical workflow you can only assign a project to one of these lists at a time Custom tracking lists My tracking lists In addition to the system lists you can create your own tracking lists You may create as many tracking lists as you like and give them any name you wish You may assign a project to any number or combination of custom tracking lists that you want These same lists are found in the project report at the top right of the page They can also be found in the Company report related projects section The tracking lists are also available when viewing a Project Report The lists are displayed on the right hand side of the project summary section ingenium 73 Changing Users Managers and Administrators only If you are a manager or an administrator of your site you have an additional feature enabled when tracking projects You may change the user temporarily in order to assign a project to that user s tracking list Track for System Admin Create new tracking list Track 2 selected items Track all items Feature lists Notify Export Hide System lists Oi Active Okey completed Unselect system teacking list E My tracking lists z0091019174629 20091019174920 drop delete private news ot Score 1 l Secore 4 gt Save Cancel Click Change User to temporarily switch to another user s tracking lists A text box will app
113. ding Additions Renovation Retrofit and Interior Completion Square footage and story height You can include either of these or both in your search e Fora specific range enter both a minimum and a maximum value e If you are searching for a minimum you do not need to enter a maximum value e Conversely if you are searching for a maximum you do not need to enter a minimum value ingenium 65 With opportunities With opportunities Status Created by Competitor All statuses All individuals A All competitors Open CPAdmin CPAdmin Won CPM1 CPM1 KE Lost CPM2 CPM2 CPU1 CPU1 Mi Description Created between Sale date sl and S Je and fe Product Select any combination of opportunity parameters To select multiple items hold down the Ctrl key Manufacturer Product category _ All manufactureres manujJunel7 Test Manufacturer Load product lines Load products Tip Hold ctrl key to select multiple items Quantity between Our price between Est value between and and and Opportunity information can be added to both company and project reports and then be related to each other so that the sales information appears in both reports Once opportunities are related to both projects and companies they will be returned for opportunity searches using either Search Projects or Search Companies If a project opportunity is
114. e work lt lt lt Previous page Next page gt gt gt If there are more announcements than can be displayed in the window the links Previous page and Next page allow you to scroll through the listings To open an announcement click on the Subject line You can also search the announcements list by clicking Show search fields Announcements q Show search fields NewAnnouncement w Close l lt lt lt Previous page Next page gt gt gt Announcements Windows Internet Explorer 2 f Announcements es NewAnnouncement x g Status Not Expired Expires after 29 2008 _ E C Created after ES k a D Search j iin etn ol Subject Expires Created by created at oe Zeimen 96 01 2008 Administrator 4 29 2008 2 26 00 PM A significant milesto ne in the history of Constru ctionPoints is drawing near as the 4 0 upgrade is nowi n its Quality Assurance test ing phase ConstructionPo ints 4 0 has been given a ma jor graphical overhaul and there have been some signifi cant improvements behind the hood as well McGraw Hill X ML data feeds are now suppor ted as is the CKMS SiteID s ystem that puts together all firms operating under diffe rent names Congratulations ingenium 24 Add a new announcement Announcement BH Save E Saveandclose Newannouncement ff Delete Close Subject Special characters Detail amp lt gt
115. ear where you can type in the name of the user you wish to switch to You only need to type in the first few letters of the user and then a drop down list will appear with all matching names listed Track for System Admin Carla Dunn Carlos Armea Carmelle Asuncion Carol Thurston Carole Pinta System lists Active Okey Completed Unselect system tracking list E My tracking lists z0091019174629 2z0091019174920 drop delete private Tew ot Score 1 lScore 4 Save Cancel Select the name of the user you wish to switch to and then click the change user button dei The window will change to display all the tracking lists currently used by that user Select a tracking list and hit Save as before The tracking popup will change to indicate the new user et Change User zk Create new tracking list Track 2 selected items Track all items Feature lists gt ingenium 74 Adding multiple projects to a tracking list at the same time You can add multiple projects to a tracking list all at once To do this select the projects from the Project Result List page by clicking the checkboxes on the left hand side of the screen Then click the Track button Welcome System Admin Today is Thursday July 16 2009 Your last sign in was Friday July 10 2009 Projects Bidding Today gt Search parameters View download list Load a saved search Pro
116. ects oo REESEN met Welcome System Administrator Today is Wednesday April 30 2008 Your last sign in was Monday April 28 2008 Project quick search for Wednesday April 30 2008 Ge View Dodge Jl Q Search Projectsummary S summary Updated today Updated since last sign in All P cts I Profil 5006438 Lead management EE Version 1 a e 103662 View project tracking lists Project search agent summary o search agent summary Total results Today s results Results since last sign in since last sign in Ala_Comm_Planning SearchSpecs SpecShare project alerts Total alerts Today s alerts Alerts since last sign in projeomp ln In Te O green frogs View projects bidding today x View View monthly calendar View bid results Create new project Relationship management Jello View company tracking lists GravyTrain Dog Food Steel door mean people View key lists Create new company Administrative tools Manage users View usage report 4 ay Project Project tracking list summary Project tracking list summary summary Total Total Updated today today Updated since last sign i since Updated since last sign i signi View activity report Manage distribution lists My Key Projects Manage products My Completed Projects Manage saved searches Once a project has been placed in a tracking list the Project Summary view from the main menu will show any updates to those projects for Today or Since las
117. ed criteria ingenium 39 Project date amp valuation parameters Reported within Bidding within Project value 1 Month vi Select k No minimum minimum F Only projects with Dodge plans Reported between Bidding between No maximum maximum O Include permits 06 20 2009 andl B Ea J Advanced parameters Project title Sq ft between of stories between Begins With and and Work types Owner types Projects tracked in Projects not tracked in All work types All ovmer types A A A New Project Private My Active Projects My Active Projects Additions Local Government My Key Projects KE My Key Projects E Alterations State Government My Completed Projects My Completed Projects L Interiors Federal Government My Hidden Projects KL My Hidden Projects lt Valuation Valuation allows you to search for projects with a minimum valuation a specified range of value or up to a maximum value e Search for companies working on projects with a minimum value select the minimum required amount from the drop down list value between You do not need to select a maximum value e Search for companies working on projects that fall between two values select both a minimum and maximum value from the drop down lists e Search for companies working on projects up to a certain value select a maximum value from the drop down list You do not need to se
118. ed Choose a template Once you have entered and saved letters this menu allows you to quickly pull them up again If necessary you can edit the letter before printing Beneath that is a box entitled Include logo when printing If your site has your company logo displaying use this box to add that logo to your letter Click once in the box to select this option ingenium 130 Your return address options include e My Address which uses the information on the Edit my profile amp password page e My company s address which is generally your company s head office and e Do not display a return address which will leave the address fields blank The link Use broadcast fax layout allows you to display one or multiple company names and their fax numbers above one copy of a letter as opposed to the one letter per name format used for mailing The large bottom field is the text field for adding the body of the letter The row of buttons at the top right of the page allows you to save a new letter view previously saved letters access the print Save as Word preview window delete a letter or create mailing labels If you started from a company report or from the bid results list or selected only one related company name from within a project report the template will open with a company name and address displayed The re line will also be filled in with the project Dodge number and project name If you started in a project report an
119. edit text in the far left column of the opportunity section 3 If you want to edit update the opportunity make all changes Click Save and Close ingenium 109 Delete an opportunity 1 From within the project report open the section Opportunities Any opportunities entered for this project will be displayed 2 Click once on the name of the opportunity you would like to delete text in the far left column of the opportunity section 3 When it opens click Delete on the bottom of the page You will be asked to confirm that you wish to delete the opportunity Click OK 4 Click Close to return to the project report Search projects The Search Projects page contains an area to search the fields on the Opportunity form You can search for just the opportunity information or combine it with the project search criteria Your search will return projects whose opportunities contain the information you searched for ingenium 410 Company report Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome System Admin Today is Tuesday December 01 2009 Your last sign in was Wednesday November 25 2009 constuction VEtVWVOrk Company profile City of Henderson Housing Authority Create new Wl A Create amp Print Saveas M Send letter Ee Save to Outlook i Save tracking Z Edit MHC Network company profile Related items Track Projects Company Ci
120. eeeeeeeeeeeeesseeeeeeeeeeeeeeseeeeeeeeesesaaaaeeeeeeeneaaas 108 Allee A EE 109 RS A NS ON aes ess ce teeters ase cance ce seer ce sated E E A E 111 Related projects report date within MENU tracking cccccseeeeeeeceeeeceeeeeeeeeeeseeeeeeeeeeeseaeeeesaaeeeeeeeas 113 EE 115 OOM MOY sects eet ceesese tien csytceieceneeect pececciowe O 116 ingenium Print the report print related Grolecleicompanmies nt rnree n 118 Save the report as Word or Excel E 119 LES 120 IS eases neces E E E teameneuevaamosticussutboccadesourie 122 else alt un E 123 Doc ment 67 s WEE 124 Create NEW Company scireciirpitessininopiniiieie oiri eer aaia er ani i Ep a aeria iker Eni 126 Create NEW Droe 127 end RI 128 Greate Mailing tS EE 134 Project search results related mme 135 VE Le EH 136 BIS AS TOM E 137 EE 138 Manage OVO OCLs EE 139 DAGJE plans and e 140 EPON ee a a E E E E A E te e Geese ccacuceacsene 142 APP e e EE 143 Appendix A Searching for projects sssssseccececeeeeceeeceeaeessseeeeeeeceeeeeeeeeeeeaaaaaaaseeeeeeeeeeeeeeeseeeaaaaaas 143 Appendix B Tracking your projects cccccsecccceeeeeeceeeeeeseneeesseueeesaueeeeseueeessaseeessaeeesseueeesaeeeeesaaeeeeas 144 Appendix C Creating Saved searches cccccecccceccceaeeeeeeeeeeeeeaaeaeeeeeeeceaaeeeeeeeeaesaaaceeeeeeeesaanneeeeeess 145 Appendix D Searching for companies nssnnnnnteeeereeesssttrrrrtttttttttennstrtrtttttrttrttt
121. eframe Remember shovel ready projects have only been available since January 1 2009 Click the Search button The list of projects displays Main bop e jen om Welcome CPU2 CPU2 Today is Tuesday December 01 2009 Your last sign in was Monday October 05 2009 Last Project Search Search parameters Load a saved search Last Project Search v Choose a tracking bet sl A Apply listto results Viewlist Create list ff Delete list 459 projects found Change Sort by Stage ASC Project Name ASC Report Date ASC Project search results Select all _ SSN Western Regional Research Center Renovations Bidding Work Alterations Bid time Stage Planning Schematics Request for Qualifications Bids to Type Testing Research Development Lab Start Status Source Sought Notice Submission of Interest to Owner October 20 at 5 00 PM EDT Finish Location 800 BuchananSt View map Albany CA Alameda County 94710 1105 Tracking Updated 10 8 2009 Added 7 28 2009 Source MHC Dodge projectreport Report no 09 608279 ver 2 Reported 10 7 2009 Location Firms Bidders CSI Information Opportunities Documents Notes Tasks Appointments US Department of Agriculture Jacobs _ 2009 Arterial Street Overlay Work Stage Type Status Location Tracking Updated 11 11 2009 Added 3 3 2009 Source MHC Dodge projectreport Report no 09 457698 ver 2 Reported 11 10 2009 Alterations
122. ences Edit my profile View settings for Company preferences v View Help H Save E Save and close Close Company preferences On a project report sort companies in my profile by Role v ASC A Z A For company search results Display 10 companies per page Sort companies by Company Name v ASC A Z F Show all companies Set search limit to 500 When viewing keylists Show top 20 companies based on Total of projects v Sort companies by of Projects W DESC Z A v Show the following sections when viewing printing or saving a company report Projects in my profile 8 Sweets Network leads Insert page break after each report Dodge projects Media leads print amp save only Private projects CO Contacts Fi Opportunities O Show all roles F Notes C Tasks O Appointments F Documents Show the following related item sections when printing or saving a company list Contacts Notes Appointments Opportunities Tasks Documents E Include the search parameter section when printing or saving company search results Company Preferences allows you to customize how companies are displayed on the search results page Example Sort by name the number of companies to display per page the number of companies to find when running Key Lists and what sections of the report to automatically include when printing or saving them as Word or as Excel 1 Add or remove check ma
123. enda at the bottom of each project listing 1141 projects found Page 1 wi Next page Change Sort by Valuation ASC Bid Date ASC System Tracking List ASC View Track amp Print jy Save As M Send letter Project search results ai Select all _ Water Main Hydrostatic Pressure Testing Bidding 3 24 2010 target Value 8 880 x Work Alterations Bid time 2 00PM CDT Ownership Local Government Stage Bid Results Start Bids to Owner Public Sq Ft Type Water Line Start 05 2010 target Buildings Status Low Bidders Award possible within 30 days Bid March 24 Finish Stories Location Various Locations View map East Tawakoni TX Rains County 75453 Tracking Updated 3 26 2010 Added 7 22 2009 Source MHC Dodge projectreport Raport no 09 603462 ver 6 Reported 3 25 2010 Location Firms Bidders CSI Information Opportunities Plans Specs Addenda Search Specs Documents Notes Tasks Appointments City of East Tawakoni Owner Public r Marshall City Phone 903 447 2444 Secretar Fax n a These same links appear in the project report at the top right corner under Related Items and in the Company report Projects in my profile section constuction Network Dodge project Water Main Hydrostatic Pressure Testing 228014 Create new w Create Track dn Print ig Save as Send letter i Save to Outlook Project report Edit Related items Firms Priva
124. ents e If you do not load and select specific Project Types the system will search for all project types within the selected market segment Project types e Project types will only display once you select one or more Market Segments and then click Load e You can select as many types as you like for one search NOTE Project tyoes have changed from the old Network product Please take note of the following changes in project types as it may affect your search results Network Premium ConstructionPoints Market Segment Market Project Project Segment Project Types Project Type Category Group 1 amp 2 Family Houses Custom House Custom Homes Homes Residential 1 amp 2 Family Houses Spec Houses Sale Spec Homes Homes Residential Non Residential General Commercial Offices Office Commercial Building Non Residential Commercial Finance Bank Commercial General ingenium 59 Commercial Commercial Commercial Commercial Commercial Industrial Industrial Industrial Industrial Industrial Industrial Industrial Industrial Leisure Store Food Store Other Shop Centre Shop Centre Food Service Gas Plant Chem Indoor Refineries Chem Outdoor Factories Warehouse Refrigerated Warehouse Other Freight Theaters Supermarket Conveni ence Store Retail Other Shopping Center Strip Mall Regional Shopping Mall Food Beverage Service Gas Chemical Plant Gas Chem
125. eport 123 o o Manage distribution lists My Export Companies o o Manage products Manage searches Manage field templates View download list Edit my profile amp password Lead integration View Dodge SpecShare project alerts View Sweets Network leads View Media leads View web statistics dashboard The Company Summary Page displays the total number of New and Updated Projects within your profile territory Updated Today or Updated Since Last Login shows updates to Company Searches you have saved and updates to projects associated with the companies you have tracked Total this is the sum total of all companies which match each of the displayed lists for example the total number of companies on the tracking list My Prospect Companies is 23 Updated Today these are companies that have projects that have been updated added or edited on today s date Updated Since Last Login these are all the companies whose project information has been updated since the last time you signed into ConstructionPoints ingenium 27 Clicking on a number will take you to the company search results page with those companies displayed for example the 7 companies on the tracking My Prospect Companies which have been Updated Since Last Login To view the updated project information open the company report and change the menu Reported Within to reflect the time period since you last signed in the last sign in date is displayed above the Company Sum
126. es that were added in previous versions Project quick search bar enter DR or Private project q This feature enables you to search for a single Dodge project or a list of Dodge projects directly from the main menu page Enter the report number as follows 99 24456 You can click Enter to search or click the magnification glass icon You do not need to enter the version number eg 99 2445 3 Multiple searches with the Quick Search bar You can enter multiple Dodge Report numbers separated by commas and ConstructionPoints will return all the projects in a single list Example 99 224456 99 112233 99 001122 ingenium F Navigati a onal tools View project tracking lists lists may be viewed edited or applied against a saved query search Projects bidding today Next 7 days next 30 days A list of projects in your territory that have bid dates within the selected time period Monthly calendar View New and Updated project information for all projects or by tracking list see below for further information View bid results Identify the successful bidders in your area for the last week including bid amounis Add a new project Project reports may be created manually and will remain in your organization s private database You can keep them private to yourself or share them with other people in your company View company tracking lists may be viewed edited or applied against a saved query Search View key lists
127. esult and allows you to save projects 1 25 then 26 50 then 76 100 etc When you select an entry from this menu click Apply Options to the right of it to load the next group of projects To export the projects click the Save button center right of the preview window You will be asked if you d like to save the file or open it Select an option Save this file to disk Another window will open asking you to select a location to save this file to When done click Save A third window will tell you that the download is complete Click Close Open this file Your search result will open in an Excel spreadsheet or as a Word document Once the file opens in Word go to File then click Page Set up and change the paper orientation to landscape so that all project information fits on the page Save or Print as list view If you change the Style drop down list to List view and click Change the results that you save or print will be in a more condensed format Use this format if you wish to save paper when printing ingenium 70 Tracking projects NEW Tracking lists are groups of projects that you are particularly interested in For example the tracking list My Active Projects would contain projects that you are currently working with My Key Projects would contain the reports you are following very closely Typically you add projects to tracking lists manually However some tracking lists may be created automatically and shared wi
128. etter Project search results Fod Select all _ Administration Building Hurricane Ike Repairs Bidding N A Value 2 000 000 Work Alterations Bid time Ownership Private Stage Planning Schematics Bids to Sq Ft Type Office College University Start Buildings Status Design in progress advance pending funding from insurance company and owners decision to proceed Finish Stories Location 7502 Fondren Rd Houston Baptist University d i View map Houston TX Harris County Tracking Active Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 test DMA Updated 7 3 2009 Added 7 3 2009 Source MHC Dodge projectreport Report no 09 587434 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments Houston Baptist University Owner Private Eileen Crowell Phone 713 774 7661 Fax n a Levinson Associates Architect Ambrose Alcoser Phone 713 850 7660 Fax n a The flag icon will be gray _ if the project is not currently on a tracking list The flag icon is blue cP if the project is on one or more tracking lists already Clicking the flag icon brings up a small pop up window The window will have additional options if you are a manager or administrator see Changing Users below Track ck Create new tracking list Feature lists Notify JExport Hide System lists Active Okey C Completed Clear system tracking list My tracking lists MH Smok tl 6 15 14
129. ew product Save as Excel 2000 XP document wl H Save Select the options you would like to use for this report then click Search The Manage products page lets you view all the products that your company has to sell These products may be associated with Opportunities see the Opportunities section for details You can select a specific Manufacturer and Product Category or just leave them as All and click Search to display a list of products that match Si Welcome System Admin Today is Thursday June 11 2009 Your last sign in was Friday June 05 2009 Manage products Manufacturer All wl Sortby Product vi asc v Prod category All v Q Search New product Save as Excel 2000 XP document YW RH Save Poat opportunity Si o aan p OO a ed Company Share Company Company Product fdgsadfgadfg test2 3698 test category2 another manufacturer fdgsadfgadfg test5 3689 test category2 another manufacturer kkk test category2 another manufacturer OO oO OO kkk test category2 another manufacturer kkkkkkkkk test category2 another manufacturer namei0i p catio1 manufactureri01 prod testi testi Test Manufacturer CO Product21 Negotiate price for Concrete DPC 2 Test Category Dmitriy s construction t newguys Test Product 1 Test Category 1 DMA Man TEST 1 Test product 1 test opportunity DPC 1 test category Dmitriy s construction Test product 1 Tets opportunity DPC
130. field below to change your limit Search limit 500 2 Change 500 projects found Page iv Show all projects Next page gt Change Sort by Version ASC Project Name ASC Report Date ASC View Track amp Print ty Save As PI Send letter Project search results ai ingenium d You can view all your Hidden projects at any time by selecting View Project tracking lists from the main menu and then selecting My Hidden Projects from the drop down list Choose a tracking list Projects on this list still receive updates and can be returned to your personal view by removing them from the Hide list Adding a project to a tracking list To add a project to a tracking list click the small flag icon on the right hand side of the screen in the Project Results List page Welcome System Admin Today is Thursday July 16 2009 Your last sign in was Friday July 10 2009 Last Project Search Search parameters View download list Load a saved search Last Project Search v Choose a tracking list v Apply list to results View list Create list ff Delete list Search limit reached The top 500 projects have been returned You may use the field below to change your limit Search limit 500 2 Change 500 projects found Page 1 k Show all projects WNext page gt Change Sort by Version ASC Project Name ASC Report Date ASC View Track d Print fy Save As Pi pnd l
131. g Warrior Construction 1 760 506 1 903 816 8 City York County Sumter County State AL City Cleveland State AL Phone 205 625 6600 Send Letter Water Mains Wells Water Lines City of York 05 681258 Water Treatment Goldman Contractors 425 328 613 116 44 City York County Sumter County State AL City Livingston State AL Phone 205 652 1616 Send Letter Water Mains Wells Water Lines City of York 05 681258 Water Treatment Griner Drilling 1 851 422 2 534 086 37 City York County Sumter County State AL City Spanish Ft State AL Phone 251 621 9355 Send Letter Tuxedo Court HOPE VI Phase II 03 909330 1 3 Story Apartment Russo Corporation 0 0 0 City Birmingham County Jefferson County State AL City Birmingham State AL Phone 205 923 4434 Send Letter Tuxedo Court HOPE VI Phase II 03 909330 1 3 Story Apartment Trawick Contractors Inc 13 297 000 18 538 898 39 City Birmingham County Jefferson County State AL City Birmingham State AL Phone 205 591 2056 Send Letter The Montgomery Academy Additions and Renovations 07 740178 Vocational Pemberton Inc 0 0 0 City Montgomery County Montgomery County State AL City Montgomery State AL Phone 334 272 6929 Send Letter Sportsplex Addition 07 709841 Gyms Gadcon Inc 5 100 000 0 0 City Gulf Shores County Baldwin County State AL City Foley State AL Phone 251 943 9299 Send Letter Spillway Overlay Big Creek Lake Dam 07 741727 Flood Dam Remedia
132. h St Business Park Create new Si Create amp Print Saveas M Send letter HY Save to Outlook i Save tracking Z Edit MHC Network company profile Related items Track Projects Company 10th St Business Park Private projects 0 o ER Address 1809 10th St Contacts a Geseit Opportunities 0 Notes 0 o Qualified i Tasks 0 City Plano County Collin County s C customer S Appointments 0 State TS Country United States Documents 0 oO Hid Zip code 75074 8009 p v Phone 972 881 7676 Fax Create list Email Website Delete list Sweets Network leads 0 Media leads 0 D Show all sections Hide all sections O Show all roles amp versions v Apply list to results Create list ff Delete list Reported within 1 Month v ZChange Sortby Stage ASC Stage ASC Stage ASC View Track d Print fy Save As EI Send letter Dodge projects TT Office Building Interior Alteration N A Value 375 000 Work Alterations Interiors id time Ownership Private Stage a ids to Sq Ft 100000 Type ice art 11 2009 target Buildings 1 Permit Granted 10 19 09 D Stories Location 1809 10thSt View map Plano TX Collin County 75074 8009 Updated 10 28 2009 Added 10 28 2009 Source MHC Dodge projectreport Report no 09 691600 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments 10th St Business Park Owner Pri
133. he letter s is related to will automatically receive an entry that a letter has been sent by whom and on what date View bid results Once the result list loads you will see the button Send Letter within the company information This will send a letter to the one company referencing the project it is associated with on the Bid Results list Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome Jeremy Reimer Today is Friday November 06 2009 Your last sign in was Tuesday November 03 2009 Last Project Search S Search parameters View download list Load a saved search Last Project Search CH Choose a tracking list v Apply list to results View list A Create list f Delete list Search limit reached The top 500 projects have been returned You may use the field below to change your limit Search limit 500 2 Change 500 projects found je Page 1 next name Change Sort by Stage ASC Valuation DESC Bid Date ASC View Track Print jy Save Ad Send letter Project search results HP AE PM Texas State University Improvements IQC Bidding N A Value 2 000 000 wak Alterations Bid time II Ownership State Government Ste Request for Proposals Bids to Sq Ft College University Start Buildings Status Owner requests proposals for indefinite quantity Facilities design and construction program Finish S
134. he mouse cursor The report will then open in a new window When you are done viewing the report close it by clicking once on the X in the very top right corner of the window Once you open a company report be sure to 1 Click Show All Roles if a company plays more than one role it will be displayed as Multiple unless you click this link 2 Change the drop down list for Report Date Within to one year to reflect the time period of the Key List search Sort by options You can re sort your results by using the drop down options at the top of the list Tracking companies Select a tracking list P Q C Hide or custom and click Save Tracking Print company reports For detailed information on printing these companies please see the other sections that cover Printing ingenium 103 Project report A Project Report displays all currently available information on a project fon WS af s Main Project summary Company summary Search projects Appointments Support LI Help on this page Welcome System Admin Today is Thursday November 26 2009 Your last sign in was Wednesday November 25 2009 constuction etwork Dodge project 2009 CFP Revision to 10 Units at Project TX 050 002 Re Bid Create new w Create Track gt Print iySaveas M Send letter KZ Save to Outlook Project report Edit Related items Firms Private companies 0 Updated 10 23 2009 Added 07 27 2009 Bidders Opportunities 0 Reported
135. he report Click Save and Close IY Viewing notes From the drop down list Create new at the top left of the report select Note and click Go Or In a report the Detail area of the note will be displayed Clicking once on it will open the note s entry page Notes are only accessible from within a report Any time you use the Send Letter function a copy of the letter will be saved in the notes section Edit a note 1 Select the note you wish to edit by clicking once on the Detail line 2 When the note entry page opens make all changes 3 Click Save and Close New note gt Notes Created by n a Related contact n a Detail test Delete a note 1 Select the note you wish to delete by clicking once on the Detail line 2 When the note entry page opens click Delete 3 You will be asked to confirm that you wish to delete this note Click OK 4 Click Close to exit the window ingenium System Administrator Created date 2008 122 Appointments Appointments are scheduled meetings that can be associated with a particular company or project They can be saved to Microsoft Outlook for integration with your own personal calendar Enter an appointment Company appointment H Save gf Saveandclose ff Save to Outlook New appointment Close Specify access to this item Company Artech Design Contact e Private Project z er Start date 5 7 2008 af ds dza sl sha
136. hin Project value D i 1 Month v Select KA No minimum V minimum oO Only projects with Dodge plans Fi e lds Reported between Bidding between No maximum M maximum A Include permits 06 20 2009 Hl and IEN C and ES Advanced parameters Project title Sq ft between of stories between Begins with zl Jandf pana Work types Owner types Projects tracked in Projects not tracked in All work types All ovmer types a Aa A New Project Private My Active Projects My Active Projects a Additions Local Government My Key Projects E My Key Projects 5 Alterations State Government zx My Completed Projects My Completed Projects Interiors Federal Government he My Hidden Projects hd My Hidden Projects v With project specifications Containing text Any words i Look for text in 8 Es All Spec divisions amp addenda v Tip Hold ctrl key to select multiple items Save as Excel 2000 XP document V H Save Q Search Clear E Save search Kl Save search as A separate area is provided for searching contacts you have entered into the company reports You can access it by clicking the Search contacts button found at top right corner of the page ingenium 84 Company Saved searches If you regularly search for same type of professional or company project criteria you may wish to set up saved queries Once saved they will appear in the drop down list Saved Queries at the top of the Search Compa
137. hin the report all projects this company is involved with that fall within your assigned territory will be listed Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome Jeremy Reimer Today is Friday November 06 2009 Your last sign in was Tuesday November 03 2009 View key lists Search bn of Project wl DESC Z A Q Search Print key list Save as Excel 2000 XP document wl H Save Show top 20 companies based on Total of projects v Please note Calculations do not include item reports or permit abandoned and deferred projects Firm types 2 Architect WI Architect H h f Consulting Architect E L Designer gt 8 C ty Landscape Architect ae Interior Designer Tip Hold ctrl key to select multiple items Company states Company counties Load counties Tip Hold ctrl key to select multiple items Market segments Primary project types Tip Hold ctrl key to select multiple items Search by of Project W DESC Z A wl Q Search Print key list Save as Excel 2000 XP document H Save Key list search 1 Select View Key Lists from the main menu page 2 Youcan select a professional and search on one or all sub roles You can also specify whether you would like to see the top professionals in a state do not select any market segments or top professionals by project type select a market segment and then lo
138. hip Local Government Stage Bidding Bids to Owner Public Sq Ft ype Primary School Status Bids to Owner July 16 until 2 15 PM CDT Location 2200 Berkeley Ave View map Austin TX Travis County Tracking Active Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 7 2009 Added 7 7 2009 Source MHC Dodge ITEM only report Report no 09 588975 ver 1 3 The projects on that list will be displayed Add Projects to a List 1 To add projects to a list click the flag icon for a single project or select multiple projects and click the Track button See Tracking Projects for more details 2 When finished click Save to save your tracking changes or Cancel to abandon them Remove Projects From a List 1 To remove projects from a list click the flag icon for a single project or select multiple projects and click the Track button 2 When finished click Save to save your tracking changes or Cancel to abandon them Move Projects From One List to Another 1 To change the tracking list a project is on click the flag icon for a single project or select multiple projects and click the Track button 2 When finished click Save to save your tracking changes or Cancel to abandon them Create Tracking List Viewing Updates to tracked Projects Welcome System Admin Today is Thursday July 16 2009 Your last sign in was Friday July 10 2009 Projects Bidding Today Search parameters View download list
139. hird party cookies that save information that can be used to contact you without your explicit consent Internet Ontres Restricts first party cookies that save information that ghts H can be used to contact you without your implidt consent Developer Tools Sun Java Console Pop up Blocker Prevent most pop up windows from appearing E Tyrn on Pop up Blocker InPrivate g i Ensure this box is Donat collect data forusel Unchecked Disable toolbars and exte ingenium 10 Adjusting History Settings Adjusting these history settings will ensure that Internet Explorer is not accessing a saved ConstructionPoints page from your computer Since the site works in real time and is constantly being updated these settings will ensure you are seeing the most up to date information and any changes you ve made throughout your session are being displayed 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options Le Ingenium Technologies ConstructionPo CIE le https sso constructionpoints com Sign_In_CP4 asp l http 3a 2f 2fmhc constructionpoin File Edit View Favorites Ra Help x Google Delete Browsing History Ctrl Shift Del w Eas B NewT Ingenium Technologies Cor InPrivate Browsing Ctrl Shift P D iagnose Connection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F ak InPrivate Filtering Settings Pop up Blocker SmartScreen F
140. history 20 Clear History oM Amount of disk space to use L o Jl zeg 4 Under the Temporary Internet Files heading Under Check for newer versions of stored pages click the Every time visit the webpage radio button Ensure that the Disk space to use area is set at 50 5 Click OK 6 Click OK again to exit the window ingenium Advanced Settings 1 Select Tools from your Internet Explorer toolbar 2 Select Internet Options 3 Select the Advanced tab 4 Scroll down to the Multimedia section Sp Uncheck the Enable Automatic Image Resizing options 6 Continue scrolling down to the HTTP 1 1 section 7 Check the Use HTTP 1 1 and the Use HTTP 1 1 through proxy connections 8 Click Apply 9 Click OK Note If you do not see the Advanced tab in your Internet Options please contact your system administrator to configure your Internet settings R Internet Options KEN Internet Options General Security Privacy Content Connections Progra General Security Privacy Content Connections Progra Settings Settings E Underline links E Microsoft VM EE Always E Java console enabled requires restart Hover _ Java logging enabled vi VJ JIT compiler for virtual machine enabled requires restart Ensure this box is NOT checked Printing Fj Print background colors and images V Enable Automatic Image re
141. hown on the page Select a letter from the drop down list Choose a template and then click View template or enter a new letter in the text field Click once on Generate letters A new window will open The top half shows the layout of your letter as it will print The bottom half shows your print options Print will send the letter to your printer Save as Word will display the letter as a Word document which may then be formatted and printed or saved Print will cause your computer s print preview window to open Continue as you would with printing any document Save you can select either Word 2000 XP Document or Text as an output format will cause a new window to open asking if you would like to Open this file from its current location which will open the file directly in Word or Save this file to disk which will save the file to your computer Select an option and then click OK Close the send letter preview window You will now be back at the template window Click once on the company name top left to return to the report ingenium 132 Send letter for multiple company names Send letter Return to company search results QW Generate letters Q Generate Mailing Labels Choose a template Select Letter z B Save template New template f Delete template L include logo when printing Select a logo No Logo x Return address Use My company s address z Company IFC City State Zip code Phone
142. ibility View Compatibility View Settings Subscribe to this Feed Feed Discovery Windows Update Developer Tools Fiz sign in Sun Java Console Internet Options d access is strictly p phts being suspended Forgot your password Compatibility View Settings LAAN You can add and remove websites to be displayed in CH Compatibility View Add this website constructionpoints com Websites you ve added to Compatibility View Compatibility View Settings LAN You can add and remove websites to be displayed in hte Compatibility View Add this website Websites you ve added to Compatibility View V Indude updated website lists from Microsoft constructionpoints com V Display intranet sites in Compatibility View T Display all websites in Compatibility View V Indude updated website lists from Microsoft V Display intranet sites in Compatibility View Display all websites in Compatibility View 3 Add the following website into your Compatible Sites by typing the Address in the Add this website field Constructionpoints com 4 Click Add 5 Ensure that the Include updated website lists from Microsoft and the Display intranet sites in Compatibility View are checked 6 Click Close ingenium 17 Adjusting Advanced Settings The advanced settings will ensure that ConstructionPoints is working to its optimal performance level therefore allowing you
143. ical Plant Refinery Gas Chemical Plant Manufacturing Building Warehouse Refrigerated Warehouse Freight Terminal Theater Auditorium ingenium Commercial Commercial Commercial Commercial Commercial Industrial Industrial Industrial Industrial Industrial Industrial Industrial Industrial Recreation Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General Building Non Residential General 53 Leisure Leisure Leisure Leisure Leisure Leisure Leisure Leisure Leisure Leisure Leisure Medical Medical Medical Auditorium Stadium Exhib Hall Arenas Swim Pools Gyms Club Lodge Bowling Bath Beach Other Rec Other Rec Hospitals Clinics Nurs Conv Theater Auditorium Stadium Convention amp Exhibit Center Indoor Arena Swimming Pool Athletic Facility Social Club Bowling Alley Beach Marina Facility Miscellaneous Recreational Casino Hospital Clinic Medical Office
144. iday July 17 2009 Search Companies Q Search contacts Searches wi Load Edit ff Delete Save as Excel 2000 XP document wl RH Save Q Search Clear E Save search PR Save search as Source DODGE Address O Only Sweets participant companies If you are searching a company by name you do not have to enter the entire name into the search field If the name is unique the first word or two will be sufficient for searching If the name is generic or similar to other companies you may wish to include more of the name The drop down list beneath the Company Name field gives you the options of searching e Begins With any company name beginning with the characters you enter Example Bos returns Bos Construction Bosa Construction Boston Pizza etc e Contains any company that includes the characters you have entered anywhere in the title Example Lake returns Kal Lake Consulting Lake Mechanical Westlake Paving and Aggregates Ltd Williams Lake Housing Development etc e Equals will find companies whose names match every character you have entered exactly as entered Address The system will search for any matches containing the information you enter Example A search for 600 Granville Street will return companies with addresses 600 Granville St 2600 Granville St 8600 Granville St and so forth City The system will return any company within the specified city If you have
145. ield Created by Last modified by Edit a private company report From within the company report use the Create New drop down list to select Company A window will open with the company information displayed Update the information and click Save and Close Delete a private company report To delete the report click the Delete button You will be asked to confirm that you want to delete this company click OK The page will refresh to a blank form Click the Close button to exit the window ingenium 126 Create new project Project reports may be manually added to the system They may remain private to you or can be marked Shared to allow the co workers you specify to have access to the report Create new project RH Save KK Save and close New project Specify access to this item Report no Report date private Title Company Address Share with Address City State Select State County Select county z Country Select country z es Zip code Bid date c Value Value between Select min value z and Select max value z Stage Select stage Mkt segment Select market segment Project type Select project type Owner type Select ovmer type Sq ft Details Indicates a required field Created by Last modified by zl Doe T CL Weg 100 gt On the main menu page select Create New Project 1 A project entr
146. ies Utilities Utilities Utilities Utilities 57 Utilities Utilities Utilities Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Engineering Dry Waste Treat Air Pollution Hazardous Waste Paving Runways Parking Lots Highway Sign Rail Bridges Tunnels Utility Tunnels Railroad Tunnel Railroads Parks Playground Parks Playground Landscaping Trailer Parks Lights Road Air Lights Road Air Lights Field Power Lines Communication Lines Dam Reservoir Hydro Dam Flood Dam Docks Piers Dredging Shoreline Maintenance Sewer Flood Control Sani Sewers Dry Waste Treatment Plant Air Pollution Control Hazardous Waste Disposal Paving Runway Taxiway Sidewalk Parking Lot Highway signs Guardrails Bridge Vehicle Tunnel Utility Tunnel Vehicle Tunnel Railroad Park Playground Site Development Landscaping Mobile Home Park Airport Lighting Roadway Lighting Athletic Lighting Power Lines Communication Lines Water Supply Hydroelectric Flood Control Dock Pier Dredging Shoreline Maintenance Storm Sewer Sanitary Sewer ingenium Disposal Dry Waste Treatment Plant Air Pollution Control Hazardous Waste
147. if you are searching for owners or architects use Firms Only as these roles will never be bidders Role A company does not have one permanent role assigned to it as it may play different roles in different projects Searching by role will return companies who are currently involved in projects as the selected role For example a company may be the architect for one project the owner for a second and a mechanical engineer for a third The company reports returned in your search would each have at least one project where the company role matches what you have searched for but the reports will also display all other projects that each company is involved with and their roles for those projects e You may select as many roles as you like for one search e To search for a specific sub role select a role from the Roles menu and then click Load the Sub Roles Select one or more for your search ingenium 87 With opportunities Opportunity information can be added to both company and project reports and then be related to each other so that the sales information appears in both reports Once opportunities are related to both projects and companies they will be returned for opportunity searches using either Search Projects or Search Companies If a company opportunity is not related to a project it will only be returned for an opportunity search on the Search Companies page You can search for opportunity information you have added to companies with
148. ign in on this page protecting the rity Bod pri r data is of paramount i ance to us If you re ever receive a sus Se et Ce Ge your ac ger in frormanon please contact us imme ei ts ay ati nfo in ngeni ium tee SE Com Bi a pr ervey estigation and response To le abou cy policy and sec click he SE Fl 3 8 A D Privacy statement Ingenium corporate site ingenium 3 The Sign In page will appear and ask you for your user name usually your email address and password These will have been given to you by your manager or sent to you by email Passwords are sometimes forgotten Please keep yours in a secure area for easy reference 4 Click the large Sign In graphic on the screen Common problems preventing sign in e www was entered in the URL address resulting in Site not found e URL address was entered in the search field not the address field e Misspelling of password hidden text Delete entry and try again e Internet Explorer remembers your password if you have changed your password check that IE is not automatically loading the old one by entering your current password on the login page Page refresh The page cannot be refreshed without resending the information Click Retry bo send the information again or click Cancel to return to the page that you were trying bo view oe Occasionally a window will pop up while you re working in the system which reads The page cannot be refreshed wi
149. ilter Manage Add ons Compatibility View Compatibility View Settings Feed Discovery Windows Update Developer Tools sign in Sun Java Console H access is stri ts being susp Internet Options SIS Temporary Internet Files and History Settings General Security Privacy Content Connections Programs Advanced Temporary Internet Files Internet Explorer stores copies of webpages images and media for faster viewing later Check for newer versions of stored pages Every time I visit the webpage 7 Ev I start Internet Explorer _ Automatically Never Disk space to use 8 1024 MB Recommended 50 250MB Home page E To create home page tabs type each address on its own line at http www google ca 2 Use current Use default Use blank Browsing history Ps Delete temporary files history cookies saved passwords and web form information V Delete browsing history on exit E ee Search p Change search defaults Tabs Change how webpages are displayed in tabs Appearance Colors Languages Fonts Accessibility Current location C Wsers carriew AppData Local Microsoft Windows Temporary Internet Files ani ss Jeep History Specify how many days Internet Explorer should save the list of websites you have visited Days to keep pages in history ok Jl cae 3 Under the Browsing History section click the Settings button
150. images and media E To create home page tabs type each address on its own line for faster viewing later al http www google ca a Check for newer versions of stored pages Every time I visit the webpage Ev I start Internet Explorer Browsing history Never Delete temporary files history cookies saved passwords S o and web form information Disk space to use 8 1024MB Recommended 50 250MB V Delete browsing history on exit o fe ze C Users carriew AppData Local Microsoft Windows Temporary Search Internet Files D Change search defaults Z a bessen Change how webpages are displayed in tabs Appearance Specify how many days Internet Explorer should save the list History of websites you have visited Days to keep pages in history o Jl canei Il ey 3 Under the Browsing History section click the Settings button Colors Languages Fonts Accessibility 4 Under the Temporary Internet Files heading a Under Check for newer versions of stored pages Click the Every time visit the webpage radio button b Ensure that the Disk space to use area is set at 50 5 Click OK 6 Click OK again to exit the window ingenium 15 Adjusting Security Settings In order to ensure exports and other site features are working as expected you must first designate ConstructionPoints a trusted site within your network This setting can al
151. ingenium User Manual version 4 9 0 August 2010 Release Table of contents TADIG ONCOM E 2 ACCESSING COMSIFUGCTIONIE ONS sesieissieoe tinea eae raa E A a EEE a e EE EEE EE ki aia 4 Common problems preventing sign In 4 FS SUS EE 4 Caution Browser back button 4 Which Version of Internet Explorer am USING cccccccccssseeeceeeeeeecseseeeceeeaseeeeseeuaaeceessaeaeseeseaneeesenas 5 Internet Explorer Settings for IE version pt 6 Internet Explorer Settings for IE version 0 10 Internet Explorer Settings for IE version 80 14 ConstructionPoints Main menu Start page 19 View monthly calendar MONnthVieW ccccccccsseeeceecceeeeeeeeseeeeeeeesaeeeeeeeseaeeeeeeseaueeeesseaeeeeeesseeeeeeseanseeessaaees 23 Ae lee et EE 24 ConstructionPoints Main menu project summan 26 ConstructionPoints Main menu COMPANY Summary 27 EGE Vy proie ee DEE 29 Personal information password ANC address nnonnnennennenennnnesrrnnnerrrrnsrnrrrrsrnrrrrnrnrrrrsrrresnnrrnennne 29 Bitte 30 Project preferences ccccccsscccceeseccessececeeeecceuseecsuseessaueeecsageeesseeeeseeeesseaseesseeeecsueeessueeessegeeessaneeeseags 30 Company Te e E E E E E E EE 31 EE 31 Other features and preferences cccccccccccccecceseseeeeeeeesaseeeceeeeeseeeeseceeeeesseeeueseeeceeeesseaeeeeeeeessaeaseeeeeess 32 SpecShare list access and Summary layout optional 33 RE 34 SEET eege 35 Finding Shovel Ready and ARRA
152. ions editorial staff is working hard gathering and tagging construction projects directly affected by this monumental event Two very important things to consider e Shovel Ready projects are projects that have been identified as potential candidates for funding for the 2009 Stimulus Act e ARRA Stimulus projects are projects that have been funded by the American Recovery and Reinvestment Act of 2009 Below you will find information on how to search for and identify projects that are impacted by the 2009 Stimulus Acct Shovel Ready projects The Transportation and Infrastructure committee of the United States defines Shovel Ready as the following e The project meets the normal eligibility requirements under the existing Federal highway transit or other grant program e The project has completed all the necessary design work and right of way acquisition e The project has completed all the environment reviews If the project would result in significant environmental effects the Federal agency must have issued an Environmental Impact Statement EIS Record of Decision determining that the project complies with environmental laws As part of this environmental review process project sponsors must have had public hearings to consider the transportation environmental community and other effects of proposed projects As part of the EIS Record of Decision project sponsors must also have environmental mitigation ready to incorp
153. ions related to the ConstructionPoints service and or Dodge project lead information please contact one of the following McGraw Hill Customer Support Tel 800 325 2030 or ConstructionPoints Customer Support Ingenium Tel 800 667 1971 Hours 9 am to 8 pm Monday Friday EST ConstructionPoints Customer Support Email support constructionpoints com ConstructionPoints Browser Compatibility MHC and Ingenium Technologies provide complete support for ConstructionPoints customers utilizing Internet Explorer 6 and 7 as well as 8 in Compatibility Mode Technical support services are not provided to customers attempting to interact with ConstructionPoints with Safari Netscape Chrome Firefox or versions 1 5 of Internet Explorer Firefox users may experience some problems while connected to ConstructionPoints ConstructionPoints is not currently tested with this browser and support services are not available to resolve technical issues arising from Firefox incompatibility Here you can view support information access the online ConstructionPoints Help Guide view video tutorials for Constructionpoints or download the manual in printable PDF format You can also click on the email link support constructionpoints com to send an email question to the Ingenium Technical Support Team ingenium 142 Appendices Appendix A Searching for projects Type in the web site address in your browser Enter your user name and pass
154. is search in the future from this drop down list ingenium 145 Appendix D Searching for companies LOG IN Type in the web site address in your browser Enter your user name and password then click Sign In COMPANIES BY ROLE WITH KEY LISTS Click on Search Click on View Key Lists located on the Companies in the top left hand side of the Main Menu navigation bar Searching by Key Lists allows you to search for companies that are working on at least three projects within the last year SEARCH BY LOADING FILL IN SEARCH CRITERIA FROM THE KEY LIST SEARCH A Saved Search allows you to Fill in your search criteria search for projects with specific parameters that were Click on the Search button found previously created They can on the top and bottom right be accessed from the drop down list on the top left The Search Companies page allows you to fill in the parameters of your search Helpful tips There is no need to fill out every field Leave the fields blank if you would like all the choices within that field selected Hold the Ctrl button down on your keyboard to make multiple selections To load Counties first select the State and then click on Load Counties Click on the Search button found on both the top and bottom of your Search Projects page once your parameters have loaded Please refer to Creating Saved Searches Appendix C for detailed instructions Click on the Se
155. ist name from the drop down list List or Delete a privately created list Choose a tracking list Then click the View list button to display the projects ingenium gi Once the project information displays on this page the image changes slightly to include the number of projects number of pages and links to access them A list of all tracking lists that a project has been assigned to is shown on the left hand side under Location information Welcome System Admin Today is Thursday July 16 2009 Your last sign in was Friday July 10 2009 Projects Bidding Todhy Search parameters View E list Load a saved search Prdlects Bidding Today v Choose a tracking list K 4 Apply list to results View list Create list ff Delete list 114 projects found e Page 1 WShow all projects Next page gt Change Sort by Ve ion ASC Project Name ASC Report Date ASC View Track amp Print ty Save As EI Send letter Project search results x Select all Garfield Elementary park Park Bidding 7 16 2009 i get Value 50 000 d Work Alterations Bid time 2 0089 CDT Ownership Local Government Stage Bidding Bids to Oer Public Sq Ft Type Park Playgr nd Start Buildings Status Bids to Ownf July 16 at 2 00 PM CDT Finish Stories Location 10301 Hart bok St View map Houston T arris County Tracking Notify SmoWtl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 3 2009 Ad
156. ist that select members of your company may view 3 When you have named yout list click Save 4 A new window will tell you that the list has been saved Click Close Your list will be shown in the drop down list for custom tracking lists ingenium 107 Relate Companies to this Report Hide duplicate roles amp versioi Relate Companies Companies in my profile Choose a user System Administrator x Choose a tracking list x Apply list to results Create list f Delete list Sort by Telephone z asc A Z z View amp Print RH Save s M Send letter H Save tracking Any company in the database may be manually related to a project If you enter your own Companies using Add New Company you may relate that company to a project All additions will be displayed under the section Companies in my profile Private 1 Open the project report 2 Within the companies sub section is the button Relate companies 3 Anew window will open This lets you search for companies assign them to the report and enter the Role they are taking on this project E Relate Companies Windows Internet Explorer FEJ to K IS 280 721 Flood Elimination Filter ai Companies z Company Begins vith z Q Search Company search results Related companies Relate gt gt gt ReWfionship information for selected related company Role ArchQgect e Architect z Rank mount Update rela
157. ject summary All Projects In my Profile Version 1 reports Project search agent summary Ala_Comm_Planning SearchSpecs Once you select a date the Project Summary page will change to reflect the data for the date selected Please note the calendar may not display on web browsers other than Internet Explorer ConstructionPoints Main menu company summary Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome System Admin Today is Wednesday April 07 2010 Your last sign in was Tuesday April 06 2010 Lead management for Wednesday April 07 2010 mal View View project tracking lists Company summary Total Updated today Updated since last sign in View projects bidding All companies in my profile 40023 o 39894 today M View Company search agent summary Total results Today s results Results since last sign in View monthly calendar QWERTY m o m View bid results Company lead integration summary Total leads Today s leads Leads since last sign in Create new project Sweets Network 22614 0 0 Relationship management S Media View company tracking lists View key lists Company tracking list summary Total Updated today Updated since last sign in Create new company My Prospect Companies 123 d 121 Administrative tools My Qualified Companies i3 o 13 Manage users My Customer Companies 22 d 21 View usage report My Notify Companies oO 5 View activity r
158. jects Bidding Today v Choose a tracking list v Apply list to results View list Create list ff Delete list 114 projects found age Page Show all projects Next page gt 2 Change Sort by Version ASC Project Name ASC Report Date ASC View Print ig Save As W Send letter Project search results x Select all ott Bidding 7 16 2009 target Value 50 000 FX ork Alterations Bid time 2 00PM CDT Ownership Local Government Stage Bidding Bids to Owner Public Sq Ft Type Park Playground Start Buildings Status Bids to Owner July 16 at 2 00 PM CDT Finish Stories Location 10301 HartsookSt di View map Houston TX Harris County Tracking Notify Smok tl 6 15 1 Smok tl 6 16 1 Smok tl 6 17 1 Updated 7 3 2009 Added 7 3 2009 Source MHC Dodge projectreport Report no 09 586957 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments Pasadena ISD Owner Public Robert Boice Phone n a Fax n a Randall Porterfield Architects O Architect Tricia Mackin Phone 281 332 6680 Fax n a IREM Plumbing Fixtures Cunningham Elementary Bidding 7 16 2009 target Value 50 000 e gt Bork Alterations Interiors Bid time 2 00PM CDT Ownership Local Government Stage Bidding Bids to Owner Public Sq Ft Type Primary School Start Buildings Status Bids to Owner July 16 until 2 15 PM CDT Finish Stories Location 2200 Berkeley Ave View map Austin
159. jects within a more specific territory Action stage e You can select as many stages as you like for one search e If you do not select any the system will assume you wish to search on all stages Action stages Market segments Project types F Primary Only All stages All market segments Commercial Transport Industrial Pre Design Request for Proposals Request for Qualifications lt UB I iil gt gt Load project types Tip Hold ctrl key to select multiple items Market segments e You can select as many segments as you like for one search e f you do not select any the system will assume you wish to search all segments e f you do not load and select Project Types the system will search for all project types within the selected market segment Project types e Project types will only display once you select one or more Market Segments and then click the Load button e You can select as many types as you like for one search Project types primary only Projects are often assigned multiple types for example a report may display Project Type 4 Sty Apt Secondary Project Type s Offices Store Food Store Other Parking Garage A search for project type 4 Sty Apt would return the above project but so would any search on offices store food store other or parking garage If you were searching for companies working on large office projects you may want to select Offices from the Project Type
160. ks Work Alterations Stage Bidding Type Paving Status Bids to Owner July 15 at 2 PM CDT Location Various Locatio Farmers Branch Datta cumi Tracking Smok tl 6 15 1 Smok tl 6 16 1 ok tl 6 17 1 Smok 13 1 d 7 2 9009 da FID 900G HC Dodge projec Location Firms Bidders Product Documents Search projects Today is Wednesday J v Apply list to results Farch companies Tasks 2009 View list Create list ff Delete list d View Track amp Print Bidding Bid time Bids to Start Finish sport Report no 09 585505 ver 1 otes Tasks Appointments New Project Pre Design to be issued on or about July 15 2009 m Sheppard Air Force Base 82nd Training WN Sheppard Afb TX Wichita County cation Firms Bidders Products Opportunities Owner Public ind Contracting Squadron liday Inn and Swimming Pool You can select specific projects for Print or Save As by clicking in the selection column and then include all or some of the information contained in the reports for printing or exporting to Word Excel Clicking Location Firms Bidders Products Opportunities Documents Notes Tasks or Appointments or Bidders will take you into the project report to display this information HTML or text Purchasing Bidding Bid time Bids to Start T Solicitatio
161. l Services 2 787 833 3 687 000 32 City Mobile County Mobile County State AL City Satsuma State AL Phone 251 675 1235 Send Letter Interstate 65 Sewer Extension and Utility Crossings 07 676370 Fuel Chemical Lines Morgan Contracting Inc 1 645 260 1 858 340 3 City Hartselle County Morgan County State AL City Baker State FL Phone 850 537 5000 Send Letter Sort by Project Name D DESC z 4 Prev pagel 1 x Next page P Save as Excel 2000 XP document el RH Save 14 bid results found Show 10 bid results per page Show all Ai New Search The results page displays project name report number project type address company name of low bidder low bid amount next lowest bid percentage difference company s city state and telephone number and the Send Letter link Save as Excel or Save as CSV 1 Click once on the link Save as and choose either Excel 2000 XP document or CSV from the drop down list directly to the left of the Save 2 Anew window will appear asking if you would like to open this file from its current location or save this file to disk Select an option Click OK When asked click Open this file The report will open in Word or Excel Alternatively click Save this file to disk and another window will open asking you to select a location to save this file to When done click Save ingenium 83 Search companies Search Companies and contacts allows you to search for companies alone or combine a co
162. lect a minimum value vu Dodge plans available Indicating Dodge Plans will filter your results to only include projects with Dodge Plans Specs Addenda available Include dodge permits This check box will include Permit projects in your search result Project tracking lists Selecting a tracking list from the drop down list will run a search for all selected criteria within that list of projects only For example if you have tracked a lot of projects you can search within each list for all owners architects contractors etc to create mailing lists or find a list of professionals working on projects you are following by specific stages or market segments etc The search will return the companies whose project information matches your search criteria Owner types Quickly find projects built in your area by Local State Federal governments the Military or by private owners Work types Projects may be searched by work types such as New Construction Building Additions Renovation Retrofit and Interior Completion Square footage and story height You can include either of these or both in your search e Fora specific range enter both a minimum and a maximum value e f you are searching for a minimum you do not need to enter a maximum e f you are searching for a maximum you do not need to enter a minimum ingenium 90 Search Contacts From the Search companies page click Search contacts Search companies
163. line ConstructionPoints Help system view video tutorials on ConstructionPoints or download the manual in printable PDF format ingenium 20 Main navigation bar e Main Menu Returns you to the Main Menu page e Project Summary Takes you to the Project Summary page for an overview of all projects e Company Summary Takes you to the Company Summary page for an overview of all companies e Search Projects Takes you to the Search Projects page e Search Companies Link to the Search Companies or Contacts page e Tasks Provides lists of all tasks both outstanding and completed and those you have assigned to other people e Appointments Provides a list of all appointments e Support Contains links to online and printable manuals and other support documents Profile and Sign Out icons There are two special navigation icons on the top right hand corner of your screen e Profile Profile Clicking on this icon allows you to edit your user profile in order to adjust your personal site settings and preferences e Sign out Sign Out Clicking on this icon signs you out of the system You will be sent to a page that confirms you have signed out of the system and contains a link to the sign in page What s new link What s new Clicking on the What s New link opens a pop up window that lists all the new features of ConstructionPoints that have been added in the current version You can scroll down the list to find new featur
164. mary counts Clicking on a name will display the full list for example clicking My Prospect Companies will display the full contents of that tracking list Viewing summary for company tracking list From the Company summary page select the tracking list or saved search you want and click en A pop up window will appear with each company s name and the counts for how many of each company s related projects have been updated either today or since last login Clicking a project count will display the updated projects on the project search results page Clicking on a company name will take you to that company report You have the option of printing the list or saving it as an Excel or Word file Company tracking summary amp Printable version Save as Word 2000 XP document View View Project Summary for My Prospect Companies z Projects 146 companies found Updated since Updated tod Company lt lt Prev Page 1 EI Show all Next gt gt oarsmen snd test 0 0 ABC Coating of North Carolina last login Dawson Building Contractors Zamora Engineering Inc Caddell Construction Company Inc B L Harbert International LLC American Cast Iron Pipe MBA Structural Engineers Inc Whitaker amp Rawson Inc Sajjadieh Engineering NWN OO bb OO A uae ON NO e ingenium 28 Edit my profile amp password The link Edit my profile amp password allows you to change your password and create a personal view f
165. mary layout v View Help H Save ER Save and close Close Dodge SpecShare summary layout Dodge SpecShare groups New group Add No SpecShare group defined 4 Move up Move down Delete Tip Use Move up and Move down to change the order the groups will appear in the Dodge SpecShare project alerts summary View settings for No SpecShare group defined Vv Tip Remember to save any changes you make before changing to another user Available Dodge SpecShare lists Selected Dodge SpecShare lists Carpet Carpet Domco Tarkett Carpet Lee s Carpet Interface Carpet Mohav amp k Carpet Shaw Add Ext Insulation amp Finish Sys Dryvit Ext Insulation amp Finish Sys NOT Dryvit t Move up Remove Move down Tip Hold ctrl key down to select multiple items Tip Use Move up and Move down to change the order the lists will appear in the Dodge SpecShare group H Save E Saveandclose Close These two views only appear if you have subscribed to the Dodge SpecShare service Click Add or Remove to select desired Dodge SpecShare lists To create a new group for Dodge SpecShare selection type in the name and click Add You can also change the order the groups will appear in the project alerts summary by clicking Move up and Move down To save your changes click Save When finished click Close to update the site or click Save and close
166. mation The form fields can be tailored to suit your business process please call your Dodge Rep for details Opportunities that are related to a company will appear in the company report as well as the project report and may be searched from either Search Projects or Search Companies Project opportunity RH Save Save and close New opportunity Specify access to this item Project K IS 280 721 Flood Elimination Company Private Contact E Company Won Lost Open Closure prob 10 Description Manufacturer None z Share with Prod category e Product z Add edit Sale date sl Est value Quantity Our price Competitor None sl Add Comp product Comp price Notes sizes Indicates a required field Created by Last modified by B Add a new opportunity 1 Select the link New Opportunity from the opportunity section of the report or use the drop down list Create new Opportunity at the top left of the project report A new opportunity form will open 2 Enter all information 3 Click Save and Close Your new opportunity will now be displayed in the project report opportunity section View and or edit an opportunity 1 From within the project report open the section Opportunities Any opportunities entered for this project will be displayed 2 Click once on the name of the opportunity you would like to view or
167. mok tl 8 14 1 Smok tl 8 14 2 Smok tl 8 14 3 Smok tl 8 14 4 Smok tl 8 20 1 Smok tl 8 31 1 wilsontestoct20a wilsontestoct20c wilsontestoct20d Updated 12 1 2009 Added 7 27 2009 Source MHC Dodge projectreport Report no 09 607544 ver 12 Reported 11 30 2009 Location Firms Bidders CSI Information Opportunities Plans Specs Addenda Search Specs Documents Notes Tasks Appointments A company report contains all Known company and contact information and a list of all projects within your assigned territory that a company is associated with The reports are shared throughout the system allowing you to benefit from company and contact information entered by other employees past or present The full Name Type of business Telephone and Fax numbers Email and Web site addresses are usually provided Buyline Leads and Arch Record Leads are separate Dodge services please contact your Dodge Rep if you are not currently accessing this data and would like to Create new Create Y Summary Projects View Map Opportunity ee Plumbing H Note Se St Task OW 400 N Appointment Document u load sselaer At the top left are links to take you to the related projects section of this report or provide you with a map view of the company s location The Related Items section at the top right shows you any private data added to the report and also provides links to take you to those sections Within those secti
168. mpany search with project information Your search result will list the found company names and within the reports you can find the requested project information Company searches are confined to companies whose contact addresses are within your assigned territory and or companies who are working on projects within your assigned territory Each of the sections of the search form will be explained in detail in the following pages Main Project summary i Welcome System Admin Sea rch Companies Company summary Search projects Today is Monday July 20 2009 Searches _ Help on this page Search companies Tasks Appointments Support Your last sign in was Friday July 17 2009 Q Search contacts v 4 Load Edit ff Delete Save as Excel 2000 XP document v H Save Q Search Clear R Save search Kl Save search as Source Company name DODGE M Begins With sl Fi Only Sweets participant companies Address 2 Countries States Counties B All countries A All states A City United States 3 Alabama E 8 am Canada J Alaska F L Afghanistan Arizona Zip code Albania bi Arkansas he Load states Load counties Tip Hold ctrl key to select multiple items Phone number _ Roles Sub Roles Filter Se a All roles a Firms only v Ovmer Sc eren Architect Engineer v
169. nFinish The project name View Map to see a map of the project s location in a pop up window the project report details may be viewed ingenium Appointments 7 15 2009 te 2 00PM QT Ownership Owner Pub Phone 972 919 2554 7 15 2009 target 2 00PM CDT Owner Public 08 2009 target 940 676 5811 7 15 2009 target Value a nanna See ra Was m e is a link to where full address Supp CG Help on this page Your lasiisign in was Tuesday July 07 2009 View download list Page 1 K how all projects Next page gt iy Save As Send letter pet Value Local Governmen c Sq Ft Buildings Stories 972 919 2689 Fax 940 12 500 000 You can track your projects by selecting a list and clicking Track Alternatively you can track one project at a time by clicking the track icon that looks like a flag To hide a project click the hide icon that looks like an X 69 You can select multiple projects by clicking in the checkboxes to the left of each project name or clicking the Select all link Note that there is a maximum number of projects that can be selected by clicking Select all When you have chosen the projects you are interested in you have the option of saving the results in Word Excel HTML or Text Entire reports can be saved or just the search result list view Selecting projects If you wish to save the en
170. neer Architect oOo Electrical Engineer O Structural Engineer General Contractor For each company displayed in project lists show the following additional information Phone number Fax number Contact information Additionally I would like to be able to Search projects Quickly access projects bidding today Create my own projects Quickly access project bidding next 7 days Link to plans specs amp addenda Quickly access project bidding next 30 days View bid results Create letters mail merge from projects Ml view cs1 information The second view Project Features allows you to customize your project view by selecting which tracking lists to use what private data to add to the reports which company roles to display in the project search results and which main menu links you would like to see 1 Add or remove check marks to customize your view Some preferences may be fixed ata company wide level and cannot be changed 2 Click Save at the top or bottom of the page to save your changes If you are finished customizing your view click Close to update the site Project preferences Edit my profile View settings for Project preferences v View Help H Save KR Save and close Close Project preferences On a company report sort projects in my profile by Stage V ASC A Z me Bid Date v ASC A Z Bid Date v ASC A Z When searching and viewing projects in my
171. ng Design Services due to Owner Dec 14 at 5 PM Pre bid mting Oct 23 Info at Https usage smud org EBSSExt Addenda 1 amp 2 issued on Owners web CRSWOS Tech Contact Carol Nye Phone 916 732 5857 Email cnye smud org Work will be performed both on site at our District Headquarters Campus and off site as instructed by the Contract Manager The expected term of the Smart Grid Expert Consulting Services contract will be for a period of two 2 years from the date of award Valuation 850 000 Project types n a Action stages Submit bids to Owner Public Plans available from Owner Public Target bid date n a Architectural plans by n a Target start date n a Electrical plans by n a Target completion date n a Mechanical plans by n a Bond remarks n a Structural plans by n a Bid bond n a Plans remarks on line Payment bond n a Performance bond n a Permit title n a Deposit amount n a Permit issued n a Percent refund n a Plans location n a Contracting method Contract Method Undetermined Sub contracts n a Number of buildings n a Contract 090367TB Sq ft n a Owner type Local Government Stories above n a Source of funds ede Stories below n a Special code Dimensions n a Type of work a hg Structural n a The District seeks the services of an expert consulting amp engineering firm or firms with significant utility amp smart grid technology experience Contract
172. ng if you would like to Open this file from its current location or Save this file to disk Select an option and then click OK 6 Close the letter preview window by either clicking on the window s close X button or clicking Close ingenium 133 Create Mailing labels Mailing labels are also an option for single or multiple company names Mailing labels cannot be created if you are accessing the Send Letter page from a list of project reports Creating Mailing Labels Windows intemal Exley http cp4demo constructionpoints net MainPage aspx Page MailingLabel amp Letter Type SCR amp QueryID 1673 Create mailing labels b Create Cancel L include contact name on mailing labels Ge Use preset dimensions Input dimensions Select label size w x h 0 x inches Width fo inches Height fo inches I Done TI weng kn 5 1 From within a company report click Send Letter From a company search result company tracking list or project report Related Companies section select your companies follow the same steps as though you were selecting companies for Send Letter and then click Send Letter 2 When the letter template window opens go to the top right and click Generate Mailing Labels 3 Anew window will open Either select a label size from the left hand drop down menu or enter your required size on the right side of the window When done click Create Zanzuri Construction 13013 Moorpark St Studio City
173. nges Click Save and Close ingenium ie Delete an opportunity 1 From within the company report open the section Opportunities Any opportunities entered for this company will be displayed 2 Click once on the name of the opportunity you would like to delete text in the far left column of the opportunity section 3 When it opens click Delete from the bottom of the page You will be asked to confirm that you wish to delete the opportunity Click OK 4 Click Close to return to the project report Search projects The Search Companies page contains an area to search the fields on the Opportunity form You can search for just the opportunity information or combine it with other company search criteria Your search will return companies whose opportunities contain the information you searched for ingenium 117 Print the report print related projects companies The Print option within the company and project reports will reformat the page to black and white and it will fit an 8 1 2 x 11 page Tadasw ie WAladnanaerdaur haw M7 Pepp o OOOO ar eee ete cian in wasae Tuaeriau Af y is Wednesday May 07 2008 Your last sign in was Tuesday May 06 2008 fr Save as EI Send letter p Save to Outlook RM Save tracking Related items Track 1 Select the Print button from the top of the report 2 The print preview window will open Print Company amp Print Close Include the following report sections when printing Comp
174. nies page Welcome System Administrator Today is Monday May 05 2008 Search companies Saved queries may also be run from the search results page Company Tracking Lists page Select the search from the drop down list Saved Queries your results will be displayed on the same page Create a saved search query Create new search ke Saveandclose Cancel Specify access to this item O Private Company Name O Share with indicates a required field Select users Track Automatically track the results of this search to the following tracking lists Tracking list select tracking list v From the Search Companies page select all search criteria Click the Save search button A new window will appear asking you to enter a name for your query You have the option of making this search Private only available to you Company available to everyone in your company or Share with available to selected users The default is Company You can optionally save the results of this search to an existing tracking lust When done click Save and Close Your search will now be displayed in the drop down list Saved Queries Clicking it will load those criteria on the search page ae GE SSES Edit and run a saved search 1 On the Search Companies page select the query from the drop down list Saved Queries 2 After the page loads the information you have the option of changing any criteria
175. ntries States Counties All countries All states United States California City Zip code r Load states Load counties Tip Hold ctrl key to select multiple items Action stages Market segments Project types L Primary Only All stages a All market segments a Pre Design Commercial E Request for Proposals Transport 7 Request for Qualifications Industrial Pre Design School s Load project types Tip Hold ctrl key to select multiple items Date amp valuation parameters Reported within Bidding within Project value a Month vi Select b No minimum K minimum C only projects with Dodge plans RE Biking between No maximum Mi maximum F Include permits 10 31 2009 ana IS E anal IP TT Include projects having NDS bid date TT Include projects having ASAP bid date Advance d parameters Project title Sq ft between of stories between Begins With and and Work types Owner types Projects tracked in Projects not tracked in All work types All ovmer types a A New Project Private Carpet Carpet Additions Local Government Carpet Domco Tarkett Carpet Domco Tarkett PO aaa State Government Carpet Interface Carpet Interface dal ateo ccnumnnmssennmnnnnsnstnnnnnnnsnnnnnnnseeed Federal Government s Carpet Lee s 5 Carpet Lee s With keyword s t z Phrase Q arra stimul
176. o view companies already on a tracking list 1 From the main menu select View Company Tracking Lists 2 Select the tracking list you would like to view from the drop down list Choose a tracking list 3 The companies on that list will be displayed All check marks will be in the same column or all custom drop down lists will display the same list name Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome CPU2 CPU2 Today is Tuesday December 01 2009 Your last sign in was Monday October 05 2009 All companies in my profile Search parameters View download list Apply list to results View list f Create list f Delete list urned You may use the field below to change your limit Search limit 500 i 2 Change 500 companies found Page D Next page gt Sort by Company Name i ASC A Z View amp Print ty Save As M Sendletter H Save tracking F Company name Phone Fax P Q C Hide 123 Electric LLC 909 366 0100 909 366 0102 FIFI F PI Projects S Ka Ewen v A Address PO Box 2581 City Big Bear City e County San Bernardino County State CA Zip code 92314 2581 Fi Notify 3 12 Design Consultants LLC 301 768 2383 FIFI ARA os cori Address 125707 Copper Beech Dr City Upper Marlboro Seed ee v View map County Prince George s County State MD Zip code 20774 8002 Fi Notify 360 Design 949 500
177. of companies To export the companies select either Excel 2000 XP document Word 200 XP document HTML Excel 2000 XP or Text and then click the Save button see screenshot above You will be asked if you d like to save the file or open it If you select Save this file to disk another window will open asking you to select a location to save this file to When done click Save A third window will tell you that the download is complete Click Close If you had selected Open this file your search result will open in an Excel spreadsheet a Word document a web page in your browser or a text file If you have selected Word go to File Page Setup and change the paper orientation to landscape so that all project information fits on the page ingenium 94 Save as List View Save Companies Company List w Change Excel 2000 P document RH Save Close Include these related item sections below each project summary Contacts Notes Appointments Opportunities Tasks Documents Include the search parameters section Apply changes If you change the Style drop down list to List view the preview window will change You can select which related item sections you would like to include in the report ingenium 95 Tracking companies Page Next page gt Save As E Send letter ff Save tracking Fax ECK Tracking companies allows you to quickly access information on specific companies that are important
178. oject alerts requires the purchase of the Dodge SpecShare service on your account and shows updates to your tracked projects Column Headings Total this is the sum total of all projects which match each of the entries for example the Total number of projects on My Active Projects tracking list is 81 Updated today these are the projects that have been updated added or edited on today s date Updated since last sign in these are all the projects that have been updated since the last time you signed into ConstructionPoints Auto lead summary column headings Total this is the total of all projects that matched the listed Auto Lead search when it was last run By clicking the number here you will get the results from the last run of the Auto Lead search Last run this is the date that the Auto Lead was last run Next run this is the date that the Auto Lead is next scheduled to run Clicking on a number will take you to the project search results page with those projects displayed for example 22 My Active Projects Updated Since Last Login Clicking on a name will display the full list for example clicking My Active Projects will display the full contents of that tracking list ingenium 26 You can choose to view project information for another date by clicking the calendar above the Project Summary header You will see a pop up calendar Today is Wednesday April 30 2008 for Wednesday April 30 2008 Pro
179. oject Types Types Types Project types primary only Projects are often assigned multiple types for example a report may display Project type 4 Sty Apt Secondary project type s Offices Store Food Store Other Parking Garage Example A search for project type 4 Sty Apt would return the above project but so would any search on offices store food store other or parking garage If you were searching for large office projects you may want to select Offices from the Project Types field and then click once in the box Primary Only to rule out projects that have only a small office component Date amp valuation parameters Bidding within Select k Reported within Project value 1 Month H No minimum NM minimum F Only projects with Dodge plans No maximum maximum Il Include permits Reported between Bidding between 06 14 2009 m and m and E F Exclude projects having NDS bid date F Exclude projects having ASAP bid date Reported within The report date is listed in all search results and at the top of the project report The date shows when the project either entered the system version 1 reports or when it was last updated e The drop down list lets you select time periods such as 1 day 1 week 1 month etc e To include all data in your search or if you wish to search Bid Dates select the option 4 Years from the Reported Within drop down list e f you wish to se
180. oject report as well as the company report and may be searched from either Search Projects or Search Companies Opportunity Windows Intemet Explorer Company opportunity ia RH Save gj Save and close New opportunity Close Specify access to this item Company Artech Design Contact e Private Project x Company CS ai Won Lost Open Closure prob 10 z are with Description Manufacturer None z Prod category d Product x Add edit Sale date sl Est value Quantity Our price Competitor None sl Add Comp product Comp price Notes sizes Indicates a required field Created by Last modified by E LET Add a new opportunity de Select the link New Opportunity from the opportunity section of the report or use the drop down list item Create new Opportunity at the top left of the project report A new opportunity form will open Enter all information Click Save and Close Your new opportunity will now be displayed in the company report opportunity section View and or edit an opportunity 1 2 3 From within the company report open the section Opportunities Any opportunities entered for this company will be displayed Click once on the name of the opportunity you would like to view or edit text in the far left column of the opportunity section If you want to edit update the opportunity make all cha
181. oject report by all users in every site The displayed projects are the ones that are requested most often and which fall within your project territory Clicking on project title redirects you to the Project Report Clicking on the More top projects link or the Top Projects title bar will take to the Project Search Results page with the top 100 projects within your territory displayed Recent companies Lists the last 5 companies you have viewed Clicking on company name redirects you to the Company Report Clicking on the More recent companies link or the Recent Companies title bar redirects you to the Company Search Results page where the last 25 companies you have viewed will be displayed Recent projects Lists the last 5 projects you have viewed Clicking on project title redirects you to the Project Report Clicking on the More recent projects link or the Recent Projects title bar redirects you to the Project Search Results page where the last 25 projects you have viewed will be displayed Tasks Clicking on the More tasks link or the Tasks title bar will take you to the Tasks page where all your outstanding tasks will be displayed in a list Clicking on the Subject line will open the displayed Task ina new window Clicking on the New Task link will open a blank entry form enabling you to create a new task Appointments Clicking on the More appointments link or the Appointments title bar will take you to the Appointmen
182. om box once selected Click on Save Changes Tracking List Descriptions To create a Custom Tracking List P Prospect Click on Create List in the Company Q Qualified Search Results page C Customer Inthe Create Custom Projects Tracking Hide A project that you do List pop up screen type in a name of your not want to see in your future choice searches Select Private Share With or My Company 4 Click Save Your Custom Tracking List can now be found in the drop down list under P Q C and Hide To retrieve saved Projects Click on View Company Tracking Lists and select the list of your choice ingenium 147 Appendix F Print Save as Word Excel HTML Text SEARCH FOR PROJECTS OR COMPANIES For instructions on how to search for new and updated Projects or Companies refer to the Searching for Projects Appendix A or Searching for Companies Appendix D diagrams A list of results will appear when your search is complete PRINT OR SAVE YOUR RESULTS Print or Save your Projects or Companies from your list of results or from within an individual report PRINT SAVE AS A DETAILED REPORT FROM YOUR LIST OF RESULTS Select the Projects or Companies you would like to Print or Save by using the check boxes to the left of its name If you would like to select all of them leave all boxes un checked To print click on the Print button found above and blow the list of results To save as a Word Excel We
183. onally identifiable Pop up Blocker e Prevent most pop up windows from appearing Ensure this box is x JO Unchecked 5 Click OK ingenium e Adjusting Security Settings In order to allow you to export reports to Excel you must first designate Construction Projects Source a trusted site within your network 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options F ConstructionPoints Main Menu Microsoft Internet Explorer Fle Edt View Favorites KOHN Help Back L HM DEI Goethe Address g hip Manage Soe gem e Qynchronize Windows Update Intemet ptos Bn H See Seef Be ee A OF r L a a i wO a D Today is Wednesday M Lead management Trends View project tracking lists So ft ie OOS 3 Click on the Security tab 4 Click on the Trusted Sites icon 5 Click on the Sites button 6 Add the following website into your trusted sites by typing the address in the Add this website to the zone field constructionpoints com Internet Options General Securty Privacy Content Connections Programs Advanced 4 Select a Web content zone to specify its security settings This zone contains Web sites that you Trusted sites trust not to damage your computer or deta You can add and remove Web sites from this zone All Web sites Security level for this zone in
184. ons you can add new items You can also add them by accessing the Create New drop down list at the top left of the report Select an item from the list and click the Go button The tracking list options are displayed at the top right of the report If the company has already been tracked a checkmark or a list name will be displayed when the viewing the report You may track or un track a project by placing removing a checkmark in a tracking box or selecting a list from the drop down list and ingenium e clicking Save Tracking above the menu The tracking lists Prospect Qualified Customer and Hide included with the system Other lists may be manually created by selecting the link Create List entering a name and saving your addition Company tracking list Track F Prospect F Qualified Fi Customer d Hide cb Create list fh Delete list L Notify The Tracking List options are displayed under the company information If the company has already been tracked a checkmark or a list name will be displayed when the viewing the report You may track or un track a company by placing removing a checkmark in a tracking box or selecting a list from the drop down list and clicking the Save tracking command at the top of the menu The tracking lists Prospect Qualified Customers Hide and Notify are included with the system Other lists may be manually created NEW The Notify company tracking list will send an email reminder to the
185. or for assistance in the planning design amp implementation of the Districts smart grid The firm should also have significant experience in the optimization of electdistribution systems Features info The phrase ARRA Stimulus is located under the Special code heading The criteria used in Search Projects may be as narrow or broad as you require and can be aimed at finding one specific project or many projects of a certain type stage geographic location etc The Search Results page lists the titles of the found projects and provides links to the detailed reports Each of the sections of the search form is explained in detail in the following pages Also included on this page is an Opportunity Search This will conduct a search based on information entered into the opportunity form within each project report The opportunity form and search parameters can be tailored to reflect your company s needs Please call your account representative for more information ingenium 43 Search Projects Main Project summary Company summary Gite on tas pag Welcome System Admin Today is Wednesday July 15 2009 Search Projects Your last sign in was Tuesday July 07 2009 Searches w tLload Edit ff Delete Source a DODGE v Address an City od Zip code m Action stages All stages Pre Design Request for Proposals Request for Qualifica
186. or working within the system For example you may choose to view or hide your tracking lists change the number of projects or companies which display in a search result or pre set what information automatically displays when you access or print a project or company report 1 Select Edit my profile amp password from the main menu or click the fi Profile icon on the top right 2 Anew window will open showing your current view NOTE Not all features will be available for all users Some features may be disabled on a company wide basis Disabled features cannot be selected with a checkmark Contact your Dodge rep for details Personal information password and address Edit my profile View settings for Personal information mi View Help H Save KR Save and close Close Personal information First name System Access level Admin CH Last name Admin User name admin constructionpoints com Email admin constructionpoints com Password cp2006 Position 7 Oo E New password Dee Region Confirm password Company Ingenium Technologies Secret question Favorite pet s name W Address 1700 601 West Hastings Answer City Vancouver Country CANADA v Dodge plans State BRITISH COLUMBIA v Pians Zip code VEG 1B5 Specs Phone 604 638 8530 ext Fax ext indicates a required field The firs
187. orate into the project design e The project is on the State plan State Transportation Improvement Program and if applicable Metropolitan plan Transportation Improvement Program e The project is ready to be put out to bid and contracts can be awarded and work underway within 90 days of enactment Any project in ConstructionPoints identified as a shovel ready project will have that term listed in the body of the report ingenium 37 Searching for Shovel Ready Projects Searching for projects identified as Shovel Ready is simple 1 Assuming you are logged in click the Project Summary tab Welcome System Admin Today is Wednesday November 04 2009 Your last sign in was Friday October 30 2009 Lead management Wednesday November 04 2009 75 View View project tracking lists Project summary f det Updated today Updated since last sign in View projects bidding All Projects In my Profile 209940 417 1443 today b View Version 1 reports 33465 r T View monthly calendar Auto lead summary Total Last run Next run ER gf ff a Shovel Randy 121 11 04 2009 11 05 2009 eee ee Stimulus ARRA 287 11 04 2009 11 05 2009 Relationship management JRtestautolead 0 11 09 2009 2 Click on the Stimulus Shovel Ready Auto Lead This is a built in auto lead that runs every day and brings back all projects that contain the text Shovel Ready
188. ort 608 253 9729 asdfasdfag LastNam Position Zuver Contracting 330 569 7018 email address com Bill Clint Contracting POC U S Army Corps of Engineers 912 652 5076 11 652 6001 me shaw c BJ Penn Contractor Triangle Reprographics 713 780 023 713 7 2417 Brian B ntactPosition Davidson Conine Realty Advisors Inc 214 343 214 A Britney pears Bab ter Sharp Conway Architects LLC O 937 847 00 937 847 28 Bruce Butt AAA Cooper Transportation 334 793 2297 334 673 2154 Bruce Contractor Pillar Group 317 251 7400 A Bruce Contractor Bexar Metropolitan Water District 2 35747708 Budd Dog Buddy Co 123 12 231 A ttt ttt tt Calvi Trouble maker garp Conway Architects LLC 98 937 5 g 937 847 2 Use these drop down lists to sort your search results Click on a person s name to view the contact form for this person You can view and or edit their information Click a company name to see the company report ingenium You can save the displayed list as Excel CSV or text or run a new search Click the email address to send an email to the contact 91 Print PrintSaveCompaniesOptions Selecting companies Last Company Search mr Search parameters View download list Load a saved search Last Company Search x Choose a tracking list sl Apply list to results View bet A Create list ff Delete list Search limit reached The top 500 companies have been returned You may use the field below to change
189. p down list and the ge down list directly to the right which displays each list separately including the All lists option To find projects within a list use the in option and select a tracking list from the drop down list e To find projects not on any list use the not in option combined with the tracking list option All which will exclude every tracked project from your search e To view updates for tracked projects select the in option and then a tracking list from the drop down list e Select an appropriate time frame from the Reported Within drop down list e If you have tracked a large number of projects you can search within that list for groups of projects such as a certain type by bid date entered opportunities or any other criteria selected on the search form Keywords With keyword s Search Specifications v Containing text Any words v Look for text in Kees All Spec divisions amp addenda wi Tip Hold ctrl key to select multiple items With keyword s searches the details section of a project report Results are based on the information added to the project reports Please be aware that some project stages may not have a lot of details known at that point in the project It is suggested that keyword searches be conducted on specific project territories as they require searching through a significant amount of data e Do not use commas or semi colons as they will be ignored e Do
190. page Your last sign in was Tuesday November 03 2009 Today Friday November 06 2009 Welcome Jeremy Reimer Company tracking lists View download list al Select a save search WI Load a saved search wl Viewlist A Create bet f Delete list Choose a tracking list These buttons let you create a New List or Delete a privately created list To view a complete list of tracked companies select the list name from the list Choose a tracking list Then click the View list button to display the projects Once company information displays on this page the image changes slightly to include the number of companies found the total number of pages and links to access them ingenium 97 Move from page to page using these links or select a Page Number from the drop down list Use the link Show All Companies to display all of your results on one page Main Project summary Company summary Search projects Welcome CPU2 CPU2 All companies in my profile Search parameters Load a saved search All companies in my profile v Choose a tracking list w Apply list to results View list f Create list fi Delete list Search limit reached The top 500 companies have been returned You may use the field below to change your limit Search limit 500 2 Change 500 companies found Sort by Company Name wi ASC A z Fi Company name 123 Electric LLC 90
191. phabetical order Click Refresh to refresh the list Clicking the name of a field template will close the Browse field templates window and return to the Search Projects page with that field template selected for saving to Excel To create a new template click Create new template This will open the New template window To edit an existing field template click the Edit button e open the Edit template window to the left of the field template name This will ingenium 61 ER Ca New template Re ze fi Save amp close Name Access rights Private Make this template awailable to the Owner their Manager and Administrators O Shared Choose Individuals Make this template available to individuals in your company Only the Owner their Manager and Administrators can modify or delete this template Company Make this template available to everyone in your company Only the Owner their Manager and Administrators can modify or delete this template Owner System Admin change owner Field chooser Please drag amp drop your desired fields to the selected fields area Selected Fields EA i Report Humber Version Humber Wi Last Issue Date Project Name Stage Project Type Bidding Date Walue Valuation Secondary Project Type Address City County State gt Enter or edit the name of your template in the Name text box You may select Private the template is viewable only to you
192. port where more detailed contact information may be found as well as a list of other projects the company is working on Companies may be manually added to this list using the function Relate companies from the list of navigation options S Companies in my profile Choose a user System Administrator E Choose a tracking list Ir d 4 Apply list to results Create list f Delete list Sort by Telephone H asc a z E d View amp Print fy Save As Send letter H Save tracking E Company name Phone Fax P Q C Hide Y Firms Bidders EF Private companies Firms reported on previous versions Bidders reported on previous versions Within the Companies in my profile section are five sub sections for e Firms professionals associated with the project e Bidders once a project reaches the bidding stage all known bidders will be listed here e Related Companies Private if you manually add relate companies to this project they will appear here e Previously Reported Firms professionals once listed as Firms who are no longer associated with the project e Previously Reported Bidders If a project has more than one round of bidding this is a cumulative list of all known bidders from the first round s of bid results Tracking related companies Companies may be tracked from within the project report Any companies already tracked will automatically display that information when viewing the Related Companies section The s
193. project criteria you may wish to set up saved queries Once saved they will appear in the drop down list Searches at the top of the search projects page Search Projects 4 Load Edit f Delete Create a saved search query 1 On the Search Projects page select all search criteria 2 Select the Save Search button The Save Search As button is used for renaming an existing search after you have loaded it with the Load button 3 Anew pop up window will appear asking you to enter a name for your search You have the option of choosing either On demand which is a search that you can run any time you want or select Auto lead which can be set to run on a schedule You can also select to keep the search Private accessible only to you Share with accessible with people you select or Company shared with everyone in your company You can optionally choose to export this file to an existing Tracking List of your choosing Note The tracking list will only get updated when the search is run so it is best to use this option with Auto Leads which get run automatically See the Auto Leads section for more details 4 When done click Save Your search will now be displayed in the drop down list Searches Selecting it and clicking Open will load the search criteria Save Search H Save Save and close Close Help Name Search Project Source DODGE Country United States Reported Within 1 Month Bidding Within
194. r 06 2009 Your last sign in was Tuesday November 03 2009 Company tracking lists View download list Load a saved search Select a saved search v Choose a tracking list K View ball Create list Delete list Custom tracking lists may be created to organize your companies Lists may be added from the company search results page within the company report and within the project report related companies section 1 Click Create list 2 Anew window will open asking you to name your custom list Type allows you to create a Private list which only you may see or a Shared list that select members of your company may view Create Tracking List Windows keet Explorer itl Create Custom Companies Tracking List E H Save Cancel Specify access to this item i Name Ka Private Company Share with Select users Angela Lai Anupama Solomon Brad Furdyk Cheryl Nakamura Chris Runzer Gail Tsoi Hazel Sui Kirsten Fenton Kyla Fox 3 When you have named your list click the Save button at the top right of the window 4 Anew window will tell you that the list has been saved Click Close Your list will be shown in the drop down list for custom tracking lists ingenium 100 Viewing updates for tracked companies Main Project summary Company summary Search projects Search companies Tasks Appointments Support Help on this page Welcome Jeremy Reimer Today is Frid
195. r info Media leads are identified by the word Media in blue when you click on the lead in question These leads have several sub categories that can be selected for inclusion Architectural record Continuing Education GreenSource Product News If you do not have access to all these categories please contact your Dodge representative to have them added to your account ingenium 34 Save to Outlook Within the system you can use to Save to Outlook for Project Reports Company Reports Contacts Tasks and Appointments Please note you must have Outlook and not Outlook Express installed in order for Save to Outlook to work To allow the Construction Network to communicate with Microsoft Outlook you must make it a secure site 10 x Googe fp gt GY gei SG st sign in was Wednes ing rel ease 4 29 s tory of Construction tin its Quality Assura n given a major graph it improvements behi Intemet Options ds are now supported d EE er all firms operating under different ConstructionPoints team for some fine View New 1 Click Tools from your browser s navigation bar For Internet Explorer 6 this is under the Tools menu For Internet Explorer 7 and 8 this is a large button on the right hand side of the screen 2 Click the last option on the menu Internet Options A new window will open Click the Security tab Highlight the Trusted Sites icon by clicking on it once with you
196. r mouse Click the Sites button A new window will open Type in the web address of the site you want to setup as a trusted site Use the following format http xxxx construction com Note This may be entered automatically on some versions of IE In this case just click the Add button 7 Beneath the URL you have just entered is a box and the phrase Require Server Verification for all sites in this zone If there is a checkmark in the box remove it te E ingenium 35 8 Click OK That window will close and you will be back at the Security tab window 9 With the Trusted Sites logo still highlighted click on Custom Level button near the bottom of the window A new window will open 10 Check all the ActiveX control entries to Enable This will only enable these controls for your site 11 Click OK 12 You will be prompted with an alert box Select Yes for changing the security settings for this zone 13 Click OK Note Windows XP in non Administrator mode Please note if you use Windows XP and do not have administrator access to it you will have to ask your administrator to set your user preferences to allow you to make the Construction Network a secure site ingenium 36 Finding Shovel Ready and ARRA Projects NEW Introduction With 131 billion allocated for construction related spending the 2009 Stimulus Package is the most important piece of legislation in the history of the A E C industry McGraw Hill Construct
197. re with Duration Io hrs z Select a list End date 5 7 2008 al 1 ll PM z Select users SE Se Subject Detail Ss E Indicates a required field Created by Last modified by Bee C O tenet 100 7 1 Either o From the drop down list Create new at the top left of the report select Appointment and click Go or o From the Appointments sub section of the report click New Appointment An entry page will open Enter your information Select a project or company to relate to this appointment and a contact if available Click Save and Close or if you wish to save this in both the system and in Outlook click Save to Outlook GE Edit an appointment 1 Select the appointment you wish to edit by going to the Appointments sub section of the report and clicking on the Details line 2 When the entry page opens make all changes 3 Click Save and Close Delete an appointment 1 Select the appointment you wish to edit by going to the Appointments sub section of the report and clicking on the Details line 2 When the entry page opens click Delete 3 You will be asked to confirm that you wish to delete this appointment Click OK 4 Click Close to exit the window ingenium 123 Viewing appointments e The reports will display any appointments in the Appointments sub section e Appointments from the main navigation bar will display a list of all of your appointments The
198. rks to customize your view Some preferences may be fixed ata company wide level and cannot be changed 2 Click Save at the top or bottom of the page to save your changes If you are done customizing your view click Close to update the site ingenium 31 Other features and preferences Edit my profile View settings for Other features and preferences v View Help ted Save ke Save and close 2 Close Other features amp preferences When I sign into the system take me to Project summary I would like to manage products When managing products sort by Product d v ASC A Z v I would like to create personal tasks When viewing tasklist sort by Due Date DEsc z A I would like to create personal appointments When viewing appointment list sort by End Date E DESC Z A When viewing a contact list sort by First Name Y ASC A Z When creating a letter mail merge default the return address to My Company s Address gog Show logo When I request an email alert for a saved search agent default the frequency to O Daily Weekly Every 1 M week s on Monday O Tuesday O Wednesday O Thursday O Friday O Saturday O Sunday O Monthly Every month s on the Use the following port when downloading Dodge Plans and Specifications 80 v Save ER Save and close Close This view allows you to specify whether you wish to add or edit the Products referenced in opportunitie
199. rom the drop down lists Search for projects up to a certain value select a maximum value from the drop down list You do not need to select a minimum value Dodge Plans Clicking the Only projects with Dodge Plans check box will filter your results to only include projects with Dodge Plans Specs Addenda available These plans can be accessed by clicking on the Plans link within the Project Result List page Include permits Permit projects will only be included in your search results if this check box is marked ingenium 60 Manage Field Templates and the Field Chooser When you save a search as an Excel or CSV file you have the option of selecting an existing template or creating a new one Templates are a list of fields that you would like to include in your Excel spreadsheet An example would be Project name Architect ArchitectID Architect phone number and Architect contact name Select an existing template from the Template drop down list then click Save to export your search result to an Excel spreadsheet or CSV file Save as Excel 2000 XP document x RN Save Template Project list x 4 Browse templates Q Search Clear E Save search PR Save search as You can also browse and edit templates and even create new ones To do this click Browse templates Browse field templates Create new template Click on the name of the template you want to use Templates Refresh Name Access rights Owner E Archite
200. rself Shared viewable to individuals that you select by clicking Choose Individuals or Company viewable by any member of your company Administrators may also select the Owner of the template Only the owner may change a template s access rights You may select fields to include in your Excel spreadsheet by using the Field chooser For a new template the Field chooser is displayed automatically If you are editing an existing template you will need to click the Edit selected fields button first Choose between a list of Project fields and Company fields using the drop down list From either the Project field or Company field list click and hold down the left mouse button on top of a field name such as Valuation Then with the mouse button held down drag the name from the left hand side to the right hand side Selected Fields and let go of the mouse button to drop it in place see above ingenium ez Once the field is in place on the right hand column you can change the order by dragging it up or down Selected Fields Stage e Report Mum e Report Date Factor Key Owner Project Mame You cannot drag a field name back to the left hand column To get rid of a field that you do not want click the Delete button ni located to the left of the field name ingenium Advanced parameters and Keyword searches Advanced parameters Project title Sq ft between of stories between
201. s create personal tasks and appointments choose a Sort By option for the Contact search results page pick the default setting for the return address used in the Send Letter module and define a default setting for the email alerts when creating saved searches In addition you can specify the default frequency for saved search email alerts also Known as Auto Leads to be sent to your email Inbox Available options are Daily Weekly specify a day of the week and Monthly 1 Add or remove check marks to customize your view Some preferences may be fixed ata company wide level and cannot be changed 2 Click Save at the top or bottom of the page to save your changes If you are done customizing your view click Close to update the site ingenium 32 SpecShare list access and Summary layout optional Edit my profile View settings for SpecShare list access sl view Help H Save EK Saveandclose Close Dodge SpecShare list access View settings for System Admin v Tip Remember to save any changes you make before changing to another user Available Dodge SpecShare lists Selected Dodge SpecShare lists Carpet Carpet Domco Tarkett Carpet Lee s Carpet Interface Carpet Mohav amp k Carpet Shaw Ext Insulation amp Finish Sys Dryvit Ext Insulation amp Finish Sys NOT Dryvit Add Remove Edit my profile View settings for SpecShare sum
202. s field and then click once in the box Primary Only to rule out companies associated with projects that have only a small office component Report date within The report date is listed in all search results and at the top of the project report The date shows when the project either entered the system version 1 reports or when it was last updated e The drop down list lets you select time periods such as 1 day 1 week 1 month etc e To include all data in your search or if you wish to search Bid Dates select the option 4 Years from the Reported Within drop down list e f you wish to search specific dates select the blank option at the top of the drop down list to clear the displayed time frame and then enter your own criteria in the fields Between and And Bid date Bid dates may be searched using only those dates or including the Reported Within range e To search specific bid dates only select the option 4 Years from drop down list Reported Within to include all projects in your search and then enter your own criteria in the Bidding fields Between and And Your search will return companies with projects whose listed bid dates fall within your criteria e To search bid dates based also on Reported Within make the appropriate selection from the Reported Within list and then enter your criteria in the Bidding fields Between and And Your search will return companies with projects whose bid dates and report dates fall within the specifi
203. s v Q Search from the Address bar v lt H gt lt It gt ingenium Internet Explorer Settings for IE version 7 0 Setting these Internet Explorer settings when you first start on ConstructionPoints and or you get a new or updated computer will ensure that all of the features found within the program work as expected and provide you with the optimal experience Allowing Pop ups Pop ups are used throughout ConstructionPoints for features such as the Print Save feature Enabling pop ups will help ensure that these features work seamlessly for you 1 Select Tools from your Internet Explorer toolbar 2 Select Internet Options 3 Click on the Privacy tab 4 Ensure the Block pop ups is unchecked 5 Click OK sso constructionpoints com Sign_In_CP4 asp l http 3a 2f 2fmh iew Favorites PUES Help Delete Browsing History Ctrl Shift Del we R InPrivate Browsing Ctrl Shift P 53 E NewT Diagnose Connection Problems Technologies Cor Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F InPrivate Filtering Settings Pop up Blocker b SmartScreen Filter Manage Add ons Internet Options vv Compatibility View Compatibility View Settings Subscribe to this Feed Feed Discover gt 8 l Medium Windows Update Blocks third party cookies that do not have a compact privacy policy Blocks t
204. so help bypass some corporate firewalls 1 From the Main Page Click on Tools in the Internet Explorer toolbar 2 Click on Internet Options Ingenium Technologies ConstructionPoints Sign in Internet Explorer provided by Dell OG le https sso constructionpoints com Sign_In_CP4 asp7l http 3a 2f 2fmhc constructionpoin File Edit View Favorites MCSE Help x Google Delete Browsing History Ctrl Shift Del sly Favorites 9 NewT Ingenium Technologies Cor Internet Options InPrivate Browsing Ctrl Shift P Diagnose Connection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F InPrivate Filtering Settings Pop up Blocker S f m Select a zone to view or change security settings amp JY O Internet Local intranet Trusted sites Restricted sites SmartScreen Filter Manage Add ons Compatibility View Compatibility View Settings Subscribe to this Feed Windows Update Trusted sites This zone contains websites that you trust not to damage your computer or your files You have websites in this zone Sites Developer Tools SM sign in Sun Java Console Internet Options access is stri ts being susp Security level for this zone Trusted sites Custom Custom settings To change the setti To use the recomme You can add and remove websites from this zone All websites in this zone will use the zone s security settings A
205. t Descriptions To create a Custom Tracking List A Active Click on Create List in the Project Search K Key Results page C Completed Inthe Create Custom Projects Tracking Hide A project that you do List pop up screen type in a name of your not want to see in your future choice searches Select Private Share With or My Company 4 Click Save Your Custom Tracking List can now be found in the drop down list under A K C and Hide To retrieve saved Projects Click on View Project Tracking Lists and select the list of your choice ingenium 144 Appendix C Creating saved searches Glick on Search Projects or Search Companies on the top navigation FILL IN SEARCH CRITERIA in the Search Projects or Search Companies pags fill in your search criteria Click on the Save Search button found on the top or Ai this time a Create new Saved Search pop up window will appear 1 Name your search 2 Select type Private only you can use this Search Share with a group of users My company all users can use this search d Optional Select Auto lead under the Type heading Select a schedule and optional email alert for your auto lead p SAVE YOUR QUERY Click on Save and Close inside the Create new Saved Search pop up window The current page will refresh and you are now able to see your new Saved Query in the Load Saved G arch drop down list on the top leit You may also access th
206. t login Clicking on the number of projects under each column heading for Today or Since last login will load display only the projects that have received an update ingenium 80 If you do not use the system on a daily basis there are two ways to find updates to tracked projects OR sch sch Select Search Projects from the main navigation bar Run a search where Reported Within reflects the length of time since you last logged in ex 1 week Select Search You will end up on the search results page with the tracking list options at the top of the screen You can scroll through the search result and see which tracked projects have been updated or from the drop down list Choose a tracking List select the first list you would like to check and then click Apply list to results The page will refresh and you will only see projects which are on that list AND which have been updated within the time frame you specified on the search page Continue with each list you do not need to rerun the search only the projects on each list that have been updated will display Select Search Projects from the main navigation bar Select a tracking list from the drop down list Projects In Please note if you wish to check more than one tracking list you will have to repeat this process with each one Change Reported Within to reflect the length of time since you last logged in The search result will include only projects which are on the selecte
207. t view Personal Information includes your password access level may only be changed by your manager or administrator your manager s name and your contact information 1 To change your Password enter your new password in BOTH fields New Password and Confirm Password Click Save at the top right of the page to save your changes 2 To change your Contact Information add or change your address email and telephone or fax numbers etc and then click Save at the top right of the page The address displayed here is used for the Send Letter module when My Address is selected as the return address for the letters 3 Click Save at the top or bottom of the page to save your changes If you are done customizing your view click Close to update the site ingenium 29 Project features Edit my profile View settings for Project features View Help DN H Save ff Saveandclose Close Project features I would like to track projects using the following I would like to create the following related items for projects Active Complete Custom Opportunities Tasks Documents Key Hide Notify Notes Appointments Export Read only user cannot add or remove items wi On a company report I would like to have access to Dodge projects the company is working on Private projects the company is working on In all project lists display the following companies choose up to three Owner O Civil Engineer F Mechanical Engi
208. te companies 0 Updated 03 26 2010 Added 07 22 2009 sidder Opportunities 0 Reported 03 25 2010 First issue 07 21 2009 Last issue 03 22 2010 mr ogg 0 E 7 Specs Notes 0 Source MHC Dodge project report Report No 09 603462 Ver 6 Tasks 0 Summary EE Appointments 0 Water Main Hydrostatic Pressure Testing Work Alterations Value 8 880 Stage Bid Results Start Bidding 03 24 2010 Type Water Line Bid Time 2 00PM CDT Owner Public Ownership Local Government BidsTo Owner Public City of East Tawakoni Sq ft Start 05 2010 Patsy Marshall City Secretar Phone 903 447 2444 Buildings O Finish Stories 0 0 above O below Status Low Bidders Award possible within 30 days Bid March 24 Once you click Plans Specs or Addenda you will see a new window pop up Each of these windows has the drop down menu View at the top right allowing you to switch from Plans to Specs to Addenda Select an option from the menu and click Go For each View the Plans Specs or Addenda numbers are listed and clicking on a number will open the requested information ingenium 140 Wiew Pla ns Plans for K Canarsie HS Exterior Rehabilitations 200300671712 ver IEEE Cl Select all Add to download list A Download Plans Viewer Kb Close P Architectural a 8 e D om pas ROOF PLAN AND RPG SCHED 8 D M ELEY ROCKAWAY PEWY AND N ANOS E e E Oo m ELEVATIONS E 95TH STREET AND N AND S a TI E WARD
209. tensnttnnn ntr rrreeeeeee 146 Appendix E Tracking your Companies 147 Appendix F Print Save as Word Excel HTML Text 148 ingenium S Accessing ConstructionPoints 1 Open a browser window Please note if you use AOL please select the option for Internet Explorer from the Programs section of your Start menu Please note that ConstructionPoints is only supported on Internet Explorer 6 and Internet Explorer 7 2 Enter your URL address for the system Do NOT use www in the address Your URL looks like this http yourcompanytag constructionpoints com constructionpoints Home gt Sign in Product in formation of the e mos t widely ar We me Ake e SA e nta Sign in is for registered members only j management software services designed See ce say o r the struction in ustry ar t no commi iere P nstra sign In out the con requ S repre Protect your Fpa Se Ge e SEN rized a vc ec Dro chibi S Ge ng sign Contact us credentials Ste E Se ended o ked To learn more ao Constr E SS Ges call us at 1 752 ce SE Forgot your password contact u ina this See Need help ro r questio 25 SC ier SCH nstru ek service and or MHC Dodge project lead nformatio ples bie fo llow ng McGraw Hill Customer Support Tel 800 325 2030 Hours 8 am to 8 pm Monday Friday EST Ingenium Customer Support Tel 800 667 1971 Hours 9 am to 8 pm Monday Friday EST If you are a current subscriber please s
210. th your company They offer a quick way to find new and updated projects manage potential business create job lists for reps or track specific opportunities The way projects are added to tracking lists has changed significantly in the July release of ConstructionPoints Please read the section below for an explanation of how the new tracking interface works Hide projects The tracking list Hide enables you to refine your personal view even further Once you have identified the projects you are interested in you may place the rest of them in the Hide tracking list This effectively removes them from all searches and the Projects Bidding Today or in 7 30 days saved searches The projects haven t vanished they are still in the system but are excluded from your regular searches To Hide a project click the Hide i button on the right hand side of the Project Results List Welcome System Admin Today is Thursday July 16 2009 Your last sign in was Friday July 10 2009 Last Project Search gt Search parameters w download list Load a saved search Last Project Search i Choose a tracking list sl A Apply list to results View list Create list ff Delete list Search limit reached The top 500 projects have been returned You may use the field below to change your limit Search limit 500 2 Change 500 projects found Page l 1 K Show all projects N page Change Sort by Version ASC Proje
211. the case of System Lists Active Key and Completed Because each project can only be assigned to one System List any tracking changes to System Lists will replace existing System List tracking information Example have two projects both tracked to Active and My Custom List 1 select the two projects and click the Track button click on Key and My Custom List 2 then click Save The two projects will now be tracked to Key My Custom List 1 and My Custom List 2 If you would like to remove these projects from say My Custom List 1 you will have to do so manually He clicking on the flag Custom List 1 button on each project one at a time then removing the check mark from My ingenium 76 Viewing Project Tracking Lists When you select the link View Project Tracking Lists from the main menu the page will load with the following image Run a saved search from this page by selecting it from the drop down list Load a saved search or select Last Project Search to view your last query Help on this page Welcome CPU2 CPU2 Today is Tuesday December i 2009 Your last sign in was Monday October 05 2009 Project tracking lists View download list Load a saved search Select a saved search v Choose a tracking list v Viewlist Create list ff Delete list To view a complete list of tracked projects These buttons let you create a New select the l
212. this file to When done click Save A third window will tell you that the download is complete Click Close You will be back at the search page You may also select a template for saving to Excel or CSV Templates let you choose the information you are most interested in for inclusion in an Excel spreadsheet For more information on templates see the Project Search Excel Templates and the Field Chooser section below Address The system will search for any matches containing the information you enter For example A search for 600 Granville Street will return projects with addresses 600 Granville Gr 3600 Granville St etc City The system will return any project within the specified city If you have a small territory you do not need to select the state the city is in However if you have a large territory the state and or county is recommended as many states have cities with the same names Example Springfield State and County The list boxes State and County will show your assigned territory l e if you have two counties in a state you will only see those counties when you select the state and Load counties e f you do not select any states the system will assume you wish to search all states in your territory e f you want to search an entire state you do not need to load the counties e f you load the counties for more than one state all county names will be combined in alphabetical order followed by the state abbrevi
213. thout resending the information When you see this click Retry As the system works in real time this ensures that you are always working with the most current information Caution Browser back button A The system works in real time It is being updated on a constant basis Each time you save information or run a search your computer communicates with the server and updates your site For this reason please do NOT use the back button on your browser as you may undo your work ingenium Which Version of Internet Explorer am using 1 Click on the Help link in the Internet Explorer toolbar 2 Click on About Internet Explorer Internet Explorer Help What s New in Internet Explorer a Online Support About Internet Explorer TE i TTA 3 A pop up window will appear with the version of Internet Explorer you are currently using About Internet Explorer Windows y Internet Explorer This is the version number of Version 8 0 6001 18904 Internet Explorer you are Cipher Strength 256 bit currently using Product ID 01402 997 7332141 00054 Update Versions 0 Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law 2009 Microsoft Corporation
214. tions Pre Design Save as Excel 2000 XP document wl RM Save Template Project list Countries wl DL Browse templates Clear amp Save search Click here to start search States Counties BR Save search as All countries United States Load states Market segments Load project types Load counties Project types F Primary Only Tip Hold ctrl key to select multiple items Tip Hold ctrl key to select multiple items Basic parameters Date amp valuation parameters d Reported within 1 Month Reported between os sa 2003 d JE Bidding within Project value Select Bidding between Eal E ai Exclude projects having NDS bid date F Exclude projects having ASAP bid date No minimum Y minimum No maximum Y maximum O Only projects with Dodge plans O Include permits Date parameters Advanced parameters Project title Begins With SS All work types Alterations Interiors Local Government State Government Federal Government of stories between and Projects tracked in A My Active Projects My Key Projects K My Completed Projects L My Hidden Projects Projects not tracked in mp My Active Projects My Key Projects My Completed Projects My Hidden Projects L With keyword s
215. tionship info rr TR cw Enter a company name or To relate this company click partial name using the text field Relate The company will then Click the Search button to appear in the field on the right generate your search Your When you are done click the results will be displayed here Save button at the top right of the Select a company by clicking on window If you do not want to it once it will be highlighted change the Role of any company click Close to return to the report Change the role of a privately related company 1 Ifyou are in the project report click the link Relate company When the window opens the privately related companies appear in the field on the right Select a company by clicking on it 2 Selecta role for this company from the drop down list Role Enter a Rank and Amount if appropriate 3 Click the button Update relationship ingenium 108 Remove privately related companies 1 From within the project report select Relate Companies 2 Your privately related companies will appear on the right side of the window Click once on the company you wish to remove from this project The name will be highlighted 3 Click once on Remove The name will no longer be displayed 4 Click Save and then Close Opportunity form Opportunities can be shared with other members of your team or remain private to yourself They allow you to document your sales potential and run searches based on this infor
216. tire result list as Word Excel HTML or Text click Save as and the system will automatically include all reports If you wish to save specific projects and not the entire list then use the selection boxes at the far left of the page to indicate which projects you want Then click the Save As button This brings up the Preview window shown below Save Projects Print Projects PrintSaveProjectsOptions Save Projects Style Project Report 1 Z Change Save as Word 2000 XP document V Close Save options Insert page break between each report Load Selected projects K Apply options Include the following report sections when saving Project Summary Companies in my profile Ocs information Project tracking lists Firms Opportunities Project location Bidders Notes Project details F Private companies Tasks L Firms reported on previous versions Appointments C Bidders reported on previous versions Documents Fi Show all roles amp versions Apply changes You can select which parts of the reports to include in Word or Excel for example firms and bidders opportunity or tracking information tasks notes and appointments The check boxes on the bottom of the page indicate which information you d like to save or print The drop down list Load will display either Selected Projects if you specified which projects you wanted or Projects 1 25 from results if you did not The menu references all projects from your r
217. to do both at once ingenium 33 Leads Edit my profile View settings for Leads v View Help B Save Save and close Close Leads Dodge SpecShare project alerts C Sweets Network leads F CertainTeed Ceilings id 3 Part Spec View or Download F CAD 3D Model C CAD view or Download Fi Catalog CI Green Info Fi Request for Information Fi CertainTeed Commercial Roofing Fi 3 Part Spec View or Download Fi CAD View or Download Fi Catalog d CertainTeed Corporation Roofing Products Group CJ 3 Part Spec View or Download C Green Info F Request for Information F CertainTeed Fence Railing amp Deck go 3 Part Spec View or Download C CAD View or Download F Catalog Fi Directory Buyline call FJ Email Fle This view allows you to select any leads such as Dodge SpecShare project alerts Sweets Network leads or Media leads for viewing on the main page To save your changes click Save When finished click Close to update the site Alternatively you may click the Save and close button to save all changes and close the profile window Lead subcategories Sweets Network leads are identified by the words Sweets Network in green when you click on the lead in question These leads have several sub categories that can be selected for inclusion 3 part spec view or download CAD 3D model CAD view or download Catalog Green Info Request for Information Directory Buyline call Sweets request fo
218. to this item Company Artech Design Contact r Private Project O Company File Share with Subject Detail Angela Lai Anupama Solomon Max file size 10 MB Brad Furdyk Cheryl Nakamura Space available 70 MB Indicates a required field Kirsten Fenton Kyla Fox Mimi Low 3 To find the document you wish to attach to this report click Browse ingenium ge 4 You will then be able to select a file from your computer When you have found the document you wish to upload click Open My Recent Documents e IEA My Sharing Folders Desktop My Documents Sr My Computer WK a My Network Places 5 Give the file a name and a description and then click Upload to attach the document to the report When the process is complete the pop up window will display a confirmation that the document was uploaded successfully Click Close 6 Documents are viewed by going to the Documents sub section of the reports and clicking on the file name Tt Upload document gt Documents Subject Uploaded by Date uploaded Delete Test document txt System Administrator 5 7 2008 C Related projects Related contact n a Description test To delete a file 1 Open the sub section Documents At the far right of the section is the heading Delete and beneath it is a check box To delete the file click once in the box to produce a check mark then click Delete 2
219. tories management by November 24 until 3 00 PM CST Location 200E10thSt amp View map Austin TX Travis County 78701 2407 Tracking Updated 11 5 2009 Added 11 5 2009 Source MHC Dodge projectreport Reportno 09 699343 ver 1 Location Firms Bidders Products Opportunities Documents Notes Tasks Appointments Texas State University System Owner Public Robroy Parnell Phone 512 784 3699 Fax 512 463 1816 Company search result or project report Related companies section Once you have run a search selected a company tracking list to view or are in the project report related companies section you may send a letter to one or more displayed companies To the left of the company names is a column of selection boxes use your mouse to click once in a box producing a check mark Once you have made your selections click Send Letter Within a company or project report un N O K co Welcome System Administrator oday is Tuesday May 06 2008 Your last sign in was Monday May 05 2008 Ziese Plumbing Heating and Cooling Inc Create new z e Create amp Print jy Saveasfl Send letter f g Save to Outlook RH Save tracking Edit Company summary Related items Track Projects Company Ziese Plumbing Heating and Cooling Inc Private projects 0 View Map SRR Contacts 0 System Administrat x Address 3900 W 400 N ae Opportunities 0 P Notes 0 Prospect City Rensselaer County
220. ts Companies 476 to 500 from results o last letter Companies 1 to 25 from results Apply options 5 From this window you can change the type of firm selected or choose to send a letter to the next group of 25 projects without having to return to the project list If you make a selection from either of these drop down lists you must click Apply options to update the page 6 If you select Print your computer s print preview window will open Continue as though printing any document Save will cause a new window to open asking if you would like to Open this file from its current location or Save this file to disk Select an option and then click OK 7 When done with the preview window click Close to return to the Send Letter page ingenium 135 Manage User Note This page is only accessible to users who have Administrator privileges Welcome System Admin Today is Wednesday June 10 2009 Your last sign in was Friday June 05 2009 Manage Users ten Emm e re SZ Admin i Admin admini ingenium tech com 999 999 9999 2 Z Manageri Manager manageri ingenium tech com 999 999 9999 2 Manager 2 Manager manager2 ingenium tech com 999 999 9999 2 Z System Admin Admin admin constructionpoints com 604 638 8530 2 Z Useri User jenny wu ingenium tech com 999 999 9999 2 Z User2 User user2 ingenium tech com 999 999 9999 Manager 1 Ze User 3 User user3 ingenium tech com 999 999 9999 Manager 1 2 User A User user4 ingenium tech com 999 999
221. ts page where all of your appointments will be displayed in a list Clicking on the Subject line will open the displayed Appointment in a new window Clicking on the New Appointment link will open a blank entry form enabling you to create a new appointment Support Clicking on the Support tab will display the support page Welcome System Admin Today is Wednesday April 07 2010 Your last sign in was Tuesday April 06 2010 Support ConstructionPoints Help Guide Download ConstructionPoints a View Constructio nPo nts EE o tuto ials ere ae Fa ConstructionPoints Customer Support For questions related to the ConstructionPoints service and or Dodge project lead information please contact one of the following Hill Customer Support Te 300 325 2030 Con onPoi Se rt Ingenium Tel E 2 1971 Hou 9 am to 8 pm Mo ai adi Frida ay Geht Con onPoi Customer Su ges ett rt co ctionpoints com ConstructionPo ints Browser Con npatibility ae aye me chnologies provide Gerenns Suppo Weer eier ee ctio e econ pon en path as wella oe SE ER chnical support services Br ETE ustomers attempti SS interact with C nPoi peepee prea e Chro s 1 5 of In Firefox u AE PIY EPR rience so roblems while jected to ConstructionPoints ConstructionPoints is not currently tested with this browser and support services are not available to resolve technical issu sing from Ein enge incompati ibility Here you can view support information access the on
222. ts to your email account Track Automatically track the results of this search to the following tracking lists Tracking list Feature lists select tracking list DD ba F Notify Access rights Private Share with d O Company ingenium 46 Name Enter a name for the Auto lead in the Name text box The details of the search which you already entered on the Search Projects page appear below under the Search sub heading Type The Type of the search can be either On Demand or Auto lead An On Demand search is one that you can run any time by visiting the Manage Saved Searches page An Auto lead on the other hand is a special type of saved search that can be scheduled to run automatically at any frequency you wish Click the Auto lead radio button to make this saved search an Auto lead Auto lead schedule The Schedule of an Auto lead determines how often the search will be run You can schedule Auto lead searches to run every day every week on a certain day or every month on either the 1st 15th or last day of the month Auto lead searches are run on the Ingenium server automatically between 1 and 2 am EST on the day they are scheduled Please note that there may occasionally be a delay when generating auto leads depending on server load Track You can also save the results of an Auto Lead to an existing tracking list Each time the Auto Lead is run the projects that meet the qualifications of the Auto
223. ty of Henderson Housing Authority Private projects 0 3 View Map 3 Contacts 0 System Admin SI Address 817 W Main St Opportunities 0 o Notes 0 Prospect City Henderson County Rusk County Tasks 0 O Qualified Appointments 0 State SEN Country United States Documents 0 F See Zip code 75652 3000 C Hide Phone 903 657 3444 Fax 903 657 3816 M D Email ger Create list Website f Delete list Sweets Network leads 0 Media leads 0 C Notify D Show allsections Hide all sections O Show all roles amp versions mr Projects City of Henderson Housing Authority is related to Choose a user System Admin Choose a tracking list CH Apply list to results Create list ff Delete list Reported within 1 Month vi Change Sortby Project Name ASC Stage ASC Stage ASC view F Track Print ty Save As M Send letter Dodge projects CT 2009 CFP Revision to 10 Units at Project TX 050 002 Re Bid Bidding gien Value 315 000 F NW targe Work Alterations Bid time 2 00PM CDT Ownership Local Government Stage Start Bids to Owner Public Sq Ft Type Apartments Condominiums 1 3 Stories Start 12 2009 target Buildings Status Contract awarded Construction start possible in 30 days Bid October 21 Finish 04 2010 target Stories Location Broadway St amp WebsterSt di View map Henderson TX Rusk County 75652 Tracking Key Notify Test TL from Com S
224. uchanan St View map Albany CA Alameda County United States947 10 1105 Project details Status Source Sought Notice Submission of Interest to Owner October 20 at 5 00 PM EDT C2NE01 RECOVERY SOURCES SOUGHT FOR MAJOR RENOVATIONS TO THE WESTERN REGIONAL RESEARCH CENTER TO ADDRESS DEFERRED MAINTENANCE OF CRITICAL MECHANICAL ELECTRICAL AND PLUMBING SYSTEMS AND INCIDENTAL REPAIRS This Sources Sought Notice is issued under the American Recovery and Reinvestment Act of 2009 ARRA and is for information and planning purposes only and shall not be construed as a solicitation or as an obligation on the part of the U S Department of Agriculture USDA Agricultural Research Service ARS The purpose of this notice is to identify potentially qualified sources After completing an analysis of the responses the Government will determine whether to set aside this acquisition for certified 8 a Historically Underutilized Business Zones HUBZone or Service Disabled Veteran Owned Small Business SDVOSB firms or to invite full and open competition Respondents will not be notified of the results of this notice nor will they be reimbursed for the preparation of the response information submitted Interested firms having the skills qualifications and capabilities to perform this work should submit a Capabilities Statement of no more than 10 pages that includes the following information 1 Company name 2 Address 3 Point of contact 4 Phone number
225. um Technologies Cor Jiagnose Connection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F Pop up Blocker SmartScreen Filter e 8 sl InPrivate Filtering Settings Manage Add ons Compatibility View Compatibility View Settings Feed Discovery Windows Update Sane en 3 Select the Advanced tab 4 Continue scrolling down to the HTTP 1 1 section 5 Check the Use HTTP 1 1 and the Use HTTP 1 1 through proxy connections 6 Click Apply 7 Click OK Note If you do not see the Advanced tab in your Internet Options please contact your system administrator to configure your Internet settings Internet Options General Security Privacy Content Connections pre F Use inline AutoComplete outside of Internet Explorer Use most recent order when switching tabs with Ctrl Tab V Use Passive FTP for firewall and DSL modem compatibility Use HTTP 1 1 through proxy connections ays show encoded addresses Ensure these 2 boxes ARE checked Restore advanced settings Reset Internet Explorer settings Resets Internet Explorer s settings to their default ees condition You should only use this if your browser is in an unusable state ingenium 13 Internet Explorer Settings for IE version 8 0 Setting these Internet Explorer settings when you first start on ConstructionPoints and or you get a new or updated computer
226. us 2 Type ARRA Stimulus in the With Keyword s text field Under Search select Projects 3 Select Phrase from the Containing text drop down list ingenium R By default when Projects is selected from Search the query is set for scanning the entire report Therefore there is nothing you need to do for this option I Date amp valuation parameters Reporb cdi Bidding within igure Selec Reported between os 30 2009 ana JE Project value No minimum Y minimum O Only projects with Dodge plans Bidding between C include permits ail E F Include projects having NDS bid date F Include projects having ASAP bid date If needed scroll down to the Date Settings section and set the date back to the desired timeframe Remember The American Recovery amp Reinvestment Act was not signed into law until February 17 2009 so limit your timeframe to only calendar year 2009 Click the Search button The list of projects displays Your last sign in was Monday October 05 2009 Last Project Search Search parameters View download list Welcome CPU2 CPU2 Today is Tuesday December 01 2009 Load a saved search Last Project Search v Choose a tracking list v Apply list to results 241 projects found View list A Create list f Delete list 4 Previous page Page Next page gt Change Sort by Stage ASC Project Name ASC Report Date ASC
227. vate one 972 881 7676 10th St Business Park Architect one 972 881 7676 10th St Business Park GC hone 972 881 7676 1 Private projects No related private projects found Change Sort by Stage ASC Stage ASC Stage ASC View Track Print fy Save As EI Send letter Project and company reports link together to provide a complete overview of all known information about a project or a company The role the company plays for each project is displayed Project reports may be accessed as links from company reports allowing you to immediately identify the specifics of projects a company is involved with All projects that a company is working on that are within your assigned territory will be shown in the Projects company is related to section Be aware that the default setting for this section is Reported Within 1 month To view all projects select 4 years from the drop down list Clicking on the project name will open the project report ingenium ge Tracking related projects Projects may be tracked from within the company report Any projects already tracked will automatically display that information when viewing the Projects in my profile section The system comes with five lists A My Active Projects K My Key Projects C My Completed Projects Notify Sends email when the project is updated and Hide My Hidden Projects Custom lists may be created and named to reflect how you
228. ve paper Saving in Word Excel HTML or Text Last Company Search Search parameters Load a saved search Last Company Search z Choose a tracking list z Apply list to results View list A Create list f Delete list Search limit reached The top 500 companies have been returned You may use the field below to change your limit Search limit 500 2 Change View download list 500 companies found Previous page Page 1 Show all companies Next page gt Sort by Company Name x Desc Z A x View amp Sne M Send letter RM Save tracking Once a search result or tracking list is displayed you have the option of saving the results in Word or Excel Entire reports can be saved or just the search result list view Selecting Companies If you wish to save the entire result list as Word or Excel click the Save As button and the system will automatically include all reports If you wish to save specific companies and not the entire list then use the selection boxes at the far left of the page to indicate which companies you want Then click the Save As button ingenium 93 The preview window Save full reports Save Companies H Report 1 of 3 from selected company Next Go to last report Save O Current report Reports from selected company Style Company Report v 2 Change Save as Word 2000 XP document v Close Save options Insert page break between each report
229. w map CA Sacramento County Tracking Updated 11 13 2009 Added 11 13 2009 Source MHC Dodge projectreport Reportno 09 707418 ver 1 Reported 11 12 2009 Location Firms Bidders CSI Information Opportunities Documents Notes Tasks Appointments Sacramento Municipal District Owner Public Tasha Bullard Phone 916 732 5301 Fax 916 732 5601 6 Click the name of any of the reports listed The project report displays ingenium 42 Reported 11 12 2009 Firstissue 10 19 2009 Lastissue 11 06 2009 at into vocuments Uu Source MHC Dodge project report Report No 09 685446 Ver 3 ee pel Summary Appointments 0 RFP AE Smart Grid As Needed Services Work Alterations Value 850 000 Stage Request for Proposals Bidding 12 14 2009 Type Roadway Lighting Bid Time 5 00PM PST Owner Public Sacramento Municipal District Ownership Local Government Bids To Owner Public Supply Chain Services Sq ft Start Phone 916 732 5301 FAX 916 732 5601 Buildings 0O Finish Stories 0 0 above O below Status Due date 11 16 Extended RFP for As Needed Smart Grid Planning Design Services due to Owner Dec 14 at 5 PM Pre bid mting Oct 23 Info at Https usage smud org EBSSExt Addenda 1 amp 2 issued on Owners web Location district wide Sacramento CA Sacramento County United States Project details Status View map Due date 11 16 Extended RFP for As Needed Smart Grid Planni
230. will ensure that all of the features found within the program work as expected and provide you with the optimal experience Pop ups are used throughout ConstructionPoints for features such as the Print Save feature Enabling pop ups will help ensure that these features work seamlessly for you l 2 iew Favorites Par Help Delete Browsing History Ctrl Shift Del we K dh EI Men InPrivate Browsing Ctrl Shift P Ka m Select Tools from your Internet Explorer toolbar Select Internet Options Click on the Privacy tab Ensure the Block pop ups is unchecked Click OK Diagnose Connection Problems Reopen Last Browsing Session InPrivate Filtering Ctrl Shift F InPrivate Filtering Settings Pop up Blocker SmartScreen Filter Manage Add ons Compatibility View Compatibility View Settings Subscribe to this Feed Feed Discovery Medium Windows Update Blocks third party cookies that do not have a compact privacy policy Blocks third party cookies that save information that can be used to contact you without your explicit consent Internet Oeiras Restricts first party cookies that save information that e ee Gleck can be used to contact you without your implidt consent Developer Tools Sun Java Console Pop up Blocker Prevent most pop up windows from appearing E Tyrn on Pop up Blocker InPrivate
231. word then click Sign In SEARCH FOR NEW PROJECTS Click on Search Projects in the top navigation bar FILL IN SEARCH CRITERIA The Search Projects page allows you to fill in the parameters of your search Helpful tips There is no need to fill out every field The fields that are left blank indicate that you want all selections in that field selected Hold the Ctrl button down on your keyboard to make multiple selections To load Counties first select the State and then click on Load Counties Click on the Search button found at the top or bottom right SEARCH FOR VERSION 1 REPORTS Version 1 projects are projects that have been recently added into the system SEARCH BY LOADING SAVED SEARCHES A Saved Search allows you to search for projects with specific parameters that were previously created They can be accessed from the drop down list on the top left To access these click on the Version 1 Projects link Click on the Search button found on both the top and bottom of your Search Projects page once your parameters have loaded Please refer to Creating Saved Searches Appendix C for detailed instructions PROJECT SEARCH RESULTS Type in the web site address in your browser Enter your user name and password then click Sign In ingenium PROJECT SUMMARY From the View drop down list on the Main Menu select Project Summary Click on Go SEARCH FOR NEW AN
232. y form will open 2 Enter all information Unlike the Dodge reports which are read only you may return to this project at a later date and change information as necessary using the Create New Project link found in the drop down list at the top left corner of the report Se Click Save and Close The window will close and your new project will be displayed You may now add opportunities relate companies or add tasks notes and appointments please refer to the section Project Report for all details Edit a manually created project 1 2 3 From within the project report go to the top left drop down list Create New and select Project The original project entry form window will open Make any changes necessary to this form When done click Save and Close You will be returned to the updated project report Delete a manually created project 1 2 From within the project report go to the top left drop down list Create New and select Project The original project entry form window will open Click Delete on the top right of the window You will be asked to confirm that you wish to delete this report Click OK The screen will refresh to the main menu page ingenium 127 Send letter Send Letter allows you to create templates for letters These may be within the company report the project report and from a project or company search results list The Notes section of the selected company reports and any project reports that t
233. your limit Search limit 500 2 Change 500 companies found Previous page Page 1 Show all companies Next page gt Sort by Company Name x Desc Z A x view S Pat Y Save As PI Send letter RS Save tracking If you wish to print the entire result list click the Print button and the system will automatically include all reports If you wish to print specific companies and not the entire list then use the selection boxes at the far left of the page to indicate which companies you want Then click the Print button The preview window Print full reports Print Companies 20 F 4 Previous Report 1 of 3 from selected company Next Go to last report Print O Current report Gei Reports from selected company Style Company Report Change Close Print options Insert page break between each report Load Selected companies Apply options Include the following report sections when printing Company summary Projects in my profile Sweets Network leads Company tracking lists Dodge Projects Media leads Private Projects Reported within 1 Month Contacts Opportunities L show Duplicate Roles C Notes Tasks Appointments D Documents 4 Apply changes The Print Companies window allows you to set your options before printing You can select which parts of the reports to include for example related projects Buyline leads Architectural Record leads opportunity or tracking information
234. ystem comes with four lists P My Prospect Companies Q My Qualified Companies C My Customers and Hide My Hidden companies Custom lists may be created and named to reflect how you group your companies together A company may be saved to ONE system list and ONE custom list at a time ingenium 106 Track a related company ts Create list f Delete list d View amp Print iy Save As Send letter B Save tracking Phone Fax P Q C Hide 903 657 3444 903 657 3816 PiP al EI WM d Notify 903 572 5722 903 572 8800 L rl F Smok ct 7 2 w d Notify 1 To add companies to a list use your mouse to click once in the appropriate tracking box P Q C Hide or Notify to produce a check mark or select a custom list from the drop down list 2 When you have finished selecting tracking lists click the button Save tracking at the top or bottom of the column Untrack a related company 1 Click once on the check mark to remove it or select the blank line from the custom drop down list 2 Click the button Save Tracking Create a new company tracking list from within the Project report You may create custom tracking lists to reflect the type of companies you have grouped together 1 Select the link Create List found above the sorting options in the related companies section 2 Anew window will open asking you to name your custom list Type allows you to create a Private list which only you may see or a Shared l

User Manual version 4.9.0 (August 2010 Release)

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