insight 2.8 release notes insight platform - amazon s3 2.8 release notes insight 2.8 was released on...

Insight 2.8 Release Notes

Insight 2.8 was released on Monday, November 9th, 2015, and includes updates to the Leads,

Analyze, and Forecast products. The release notes below outline the updates and changes to the Insight platform. For questions, please contact [email protected] or US: (800) 424-3996, CAN: (800) 959-0502. Insight Platform SSL Security Insight is now hosted as an SSL site. There should be no negative impact to this change. There may be an improvement for some users that are booted out after a short period of time. No More Clearing Cache We have made improvements so that users should not have to clear their cache after each release. Mobile Login Page Insight is now easier to log in to using a mobile device! See below for the mobile-only log in page for mobile users.

mailto:[email protected]

CMD Insight 2.8 Release Notes –November 9th, 2015

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Capturing Additional Profile Information As part of this release you will notice two quick profile selections to make before logging in to

the product. As a result of the iSqFt merger we will be able to provide users more specific detail on contractors interacting with projects. By completing your profile, we are able to match you with trades and share unprecedented levels of insight on players important to you. This full benefit is coming soon — look for more details in early 2016.


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Forecast Forecast: Q4 2015 Forecast Now Available (released October 29, 2015).

The new Q4 2015 Forecast is now available on CMD Insight. The data includes actual construction starts through the end of Q3 2015 and a forecast of construction starts from Q4 2015 forward.


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Analyze Analyze: subcategory-level detail added to Project Type data table

The data table in the Project Type tile now includes the ability to expand each category and view project counts/values associated with each subcategory. The subcategory-level detail can also be exported to Excel using the “XLS” export option from the export menu, found in the top-right corner of the Project Type tile.

Analyze: Project Location tile includes all filters after a search has been run

After a search has been run, the Project Location filters available from the EDIT menu now include all available filters. Previously, only filters with associated project matches were available to apply.


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Analyze: list view on the Matching Documents tile changed to grid view, EDIT menu added

The list view on the Matching Documents tile has been changed to a grid view to improve usability. In addition, an EDIT menu has been added, which allows you to select and apply multiple filters at once.


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Insight – Leads Search: Option to filter out Miscellaneous Projects In the settings page, you can now opt to remove Miscellaneous Stage projects from your results by default. This allows you to see only non-duplicate, non-cancelled projects more easily. This works by auto-applying a filter to only include Planning, Bidding, and Post-Bid project stages and can be modified at any time by changing the Stage filter.

Notes:

Existing users will have to change this in their settings to remove miscellaneous projects.

New users will automatically filter out these projects.

This preference does not change saved searches. Auto Suggest Search Box Now when typing in several fields of the keyword search bar you will see suggestions based on what you type. These suggestions are common construction terms and should not be interpreted as the full list of terms that are searchable.

Auto-suggest keywords are available for the following fields:

Documents

Plans

Specs

Projects

Scope & Details In addition, auto-suggest Cities are available for the Project City search field. Notes:

Suggestions are static and do not feed off of user search entries.

Multiple suggestions are displayed when including an operator in your search phrases.


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Default Number of Results The default number of records on results listings is now set to 200.

Easier to delete keywords Now you can delete keywords with one click. A helpful UNDO button allows you to recover accidentally removed filters. Left hand filters reorganized The filters on the left hand side now have project filters on top, and company filters on the bottom.


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White label emails- For new and existing white label customers, their logo will now display in email notifications including tracked project, saved project, and bid date alert emails. If you are interested in adding your logo to the Insight product please contact your account manager.


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New look for details pages Project Details and Company Details pages have been given a face lift! Changes include smaller, more consistent text, monochromatic color schemes, and better spacing.


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