Methods on filtering projects and map view

There are numerous ways to filter your proposals and projects. You can also view them in a list and on a map.

Proposals

• Go to the "Proposals" page. You can filter your proposals by searching in the search box (2). However, the search will only return results based on the existing filters of your view. If you want to retrieve results from the entire database, you will need to ensure the option "All" is clicked in section (3) and all filters in section (4) have been cleared.

  

• Section (3) allows you to filter proposals based on their progress. Options are:

  

  • Enquiries filters all proposals that have not yet been submitted to clients.

  • Open filters all proposals that have been submitted, but the client has not yet confirmed whether the proposal is accepted or abandoned. Note that you can also include projects that have at least one non accepted proposal item by selecting the "Include active projects" tickbox.

    

  • Won filters all proposals that have been accepted. This filter will return the same records as the "Projects" page.
  • Lost filters all proposal that have been abandoned.
  • All returns all proposals regardless of status.

• The filter button (4) allows you to filter your projects based on several fields. 

  

  Simply pick the values you want to filter from the drop-down menus. You can pick more than one value for each field and can filter based on multiple fields.

  You can clear selected fields by clicking the "x" circle next to them, or you can clear all filters at once by clicking the "Reset" button.

Projects

• Go to the "Projects" page. You can filter your projects by searching in the search box (2). However, the search will only return results based on the existing filters of your view. If you want to retrieve results from the entire database, you will need to ensure the "All" option is clicked in section (3) and all filters in section (4) have been cleared. 

  

• Section (3) allows you to filter projects based on their progress. Options include:

  

  • To further understand how the options under "Active" are filtering the projects, you can head back to any project and look for the "Operations" section.

    

• The option "Active/All" returns all active projects. 
• The option "Active/Site" returns all active projects that have no date in the "Site Work Completed" field.
• The option "Active/Office" returns all active projects that have a date in the "Site Work Completed" field but no date in the "Office Work Completed" field.
• The option "Active/Quality" returns all active projects that have a date in the "Office Work Completed" field but no date in the "Quality Check Completed" field.

• The option "Active/Office" returns all active projects that have a date in the "Quality Check Completed" field but no date in the "Delivery Completed" field.

  To further understand how the options under "Finished" are filtering the projects, you can head back to any project and look for the "Finances" section.

  

• The option "Finished/All" returns all projects with a date in the "Delivery Completed" regardless of whether there are dates filled in the "Finances" section.
• The option "Finished/Invoice" returns all projects with a date in the "Delivery Completed" and no date in the "Finances" section. These are ready to be invoiced.
• The option "Finished/Unpaid" returns all projects with a date in the "Delivery Completed" and a date in the "Fully Invoiced" field, but no date in  the "Fully Paid" field.
• The option "Finished/Paid" returns all projects with a date in the "Fully Paid" field.
• The option "All" returns all projects regardless of status.

• The option "Cancelled" returns all projects that have been abandoned. You can see whether a project has been abandoned in the "Proposal" section of the project. Note that this filter will return all projects that have been accepted already in the past with possible tasks and hours recorded but were eventually abandoned (1).

  

• The filter button (4) allows you to filter your projects based on several fields. Simply pick the values you want to filter from the drop-down menus. You can pick more than one value for each field and can filter based on multiple fields. You can clear selected fields by clicking the "x" circle next to them, or you can clear all filters at once by clicking the "Reset" button.

  

List and Map View

Proposals and Projects can be viewed either in a list as seen above or on a map. To view them on a map, click on either “Proposals” or “Projects,” then the "Map" button.

That will take you to a map view where all filtered proposals/projects can be viewed in their stored location.

By clicking the dots, a pop-up window will show all proposal / project information.

Proposals:

Projects: