Multiple users can be added to a group and each person can be part of multiple groups.
The new group will appear in the ‘My Groups’ list, below the ‘Add New Group’ button.
My Tools – Groups.
Click the ‘Add New Group’ button.
Enter a Group Name.
Select colleague(s) and click ‘Add’ – click the CTRL button on the keyboard to select multiple users.
Once all the group members have been added to the list on the right, click ‘Save’.
The following steps show the steps required to share searches, tags, or templates in Pipeline:
Create a group
Once a group is created, select ‘My Tools’ > ‘Saved Searches’ (or ‘Tags’, or ‘Excel Exporting’).
On the saved search page, select the share icon next to the search to be shared.
Choose the group name from the list and click ‘Save’.
Any colleagues within that group will now be able to see and run that saved search.
How do I export more than 20 projects?
When viewing a list of projects, click the ‘Export to Excel’ button to export the complete list!! (up to a maximum of 10,000 projects)
Note: The ‘Select All’ checkbox will only include the 20 projects on the current page of search results
Who sees my ‘Notes’?
When a ‘Note’ or ‘Reply’ is posted within Dodge, it is automatically visible to all users operating under the same company or organizational license.
In addition to standard visibility, users may receive email notifications based on the following criteria:
Favorited Items: A colleague receives an email notification when a Note is posted to a Project or Company they have marked as a Favorite.
Active Collaboration: A colleague receives an email notification of any subsequent Notes posted to a Project or Company on which they have previously contributed a Note.
How do I reply to a Note?
To reply to a note:
Click the ‘Reply to this note’ link at the bottom of the email notification.
This link redirects to the specific report within Dodge where the note was posted.
Enter the response in the provided text box and click the Reply button.
The system then sends the reply via email to the original poster and any other colleagues following that project. Direct replies to this notification email are not monitored and will not be posted to Dodge Pipeline.
How do I assign colors to tags?
“My Tools” > “Tags”
Select the paint-drop icon to the right of the tag name you wish to change.
In the new window, select one of the colors, then ‘Save’.
How do I hide a project?
Hidden projects will not show up in any search results, tag lists etc. for your login. They will still appear on search results for other users on the same license.
‘Project Search’ – Select the X on the right of any project in the ‘Compact’ view (next to the Tag ribbon)
‘Project Report’ – Click the ‘Hide’ button to the right of the project name (top right corner of the project report)
How do I view Hidden projects?
There are two ways to view ‘Hidden Projects’:
‘My Tools’ menu and select ‘Tags’. On the ‘Project Tags’ page, top right corner, click on ‘My Hidden Projects’ tab on the far right.
Enter the Report number in the search box at the top of any page – this will open the specific hidden project.
