These particular searches differ from a standard saved search because they incorporate a scheduling function. This capability allows for the setting of a recurring schedule, thereby enabling the search results to be delivered directly via email daily. The main benefit of scheduling is the automation of the project discovery process; this ensures that personnel receive timely updates on the most recent, relevant projects without needing to manually run the search each day. This automation significantly improves workflow and ensures that no critical new opportunities are overlooked.
Advanced Project Searches
This guide outlines the process of creating, saving, and managing Advanced Project Searches, including how to set up email notifications for new results.
Create a New Search
1. Navigate to the ‘Saved Searches’ tab.
2. Click ‘Create’ located in the ‘Advanced Project Searches’ box.
3. Select a region to search.
4. Optionally, narrow the search by selecting specific ‘Target Markets’ and/or ‘Disciplines’.
Disciplines: This filter covers 64 professional service disciplines across various categories, including:
- Architecture
- Civil
- Construction Management
- Environmental
- Planning
- Security
- Transportation
- Water Resources
Target Markets: Use this filter to search for work in 12 specific markets, such as:
- Public Safety Building
- Environmental
- General Building
- Hospitals
- Land
- Parks
- Redevelopment
- School Districts
- Streets/Highways
- Transportation
- Universities and Colleges
- Water
5. Click ‘Search’ at the bottom of the screen.
Save a Search
After the search results are reviewed, the search must be saved to receive future updates.
- Scroll to the bottom of the results page and select the option to ‘Save’ the search.
- Saving your search ensures you’ll receive future updates.
- The system will automatically check for new projects that meet your criteria, even if no results were found on the current day.
Manage a Saved Search
Once saved, the new search will appear in the ‘Advanced Project Searches’ list.
- Enable Email Attachments: To receive an email with an attachment of new projects, click the ‘green circle’ next to the search name.
- Schedule Emails: Click the ‘pencil icon’ to schedule the days when a daily email with the attachment should be received.
- Disable Email Attachments: To turn off the email feature, click the ‘red circle’ next to the search name.