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Searching for projects > Search Wizards > Product Search Wizard
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The Product Wizard

The Product Search Wizard guides you through the process of building a project search, complete with emailed search results, based on you or a competitors product.

After selecting one of 20 products, you will be asked to define core project search attributes, then keywords to identify products and/or brands within the appropriate CSI division.

The search created with this wizard is saved in your saved searches folder as My [Product you chose] Search, along with your other saved searches.

 

Building Searches using the Product Search Wizard

  1. To access the Product Search Wizard, click the Find Projects based on you or your competitors products link from the Dodge Power Tools area on the right side of the Main Menu page.

    The first screen of the Product Search Wizard displays.
  2. Select your Product (you may only select one) & click the Next Action Stage button at the bottom of the wizard to proceed to the next step.
  3. On the second screen of the wizard, select:
    • Projects Action Stage: choose if you wish to limit your search to Projects that are in the Bidding, Planning, or Awarded stages, or choose All Stages.
    • Enter your own or your competitors' Products/Brands: Type in the Brand(s) you wish to search. (You must enter at least one brand name.) Enter only one brand per box as the search criteria will treat the data in each box as an exact phrase. (You may enter a maximum of 300 characters.)
    • Projects Publish Date: choose to display Projects that were published in the Last Week, the Last Month, or since your Last Session (maximum 30 days).
    • Run this search and email the updated results to me: choose how often you want the Network to run this search and email the results to you. Your options are Daily, Weekly or Do not email me.



  4. Click the Find My Projects button at the bottom of the wizard to proceed to the next step.
  5. The final screen of the wizard provides a link to the Product search that was created. Click the link to see the search results.
  6. Note: Your Product search has been saved as My [Product you chose in the first screen of the wizard] Search and is now available in the saved searched drop down and folder.

    You may edit the criteria or rename the Product search at any time. It is suggested that you rename it, because you will overwrite the search the next time you run the search wizard using the same Product.

Renaming or Editing a Product Wizard Search

The search that you have just created with the wizard is now saved and fully editable, it is recommended that you rename this search because if you re-run the product wizard, it will be overwritten.

To rename Wizard search:

  • Select the search from the Saved searches dropdown on the Projects tab.
  • Click the Save As button on the right of the search form.
  • In the Save Search Profile popup (seen right), Type the new name for the search & select the Save button.
  • Your search has now been renamed and will appear in the Saved Search dropdown list & Folder.

 

 

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