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AnchorFilteringProposalsFilteringProposals

Filtering Proposals

Before taking action on proposals, you may have to find the proposals you need. You can either use the Filter or Search panels to find the required proposals. These panels are located to the left of the Proposal List. This panel is expanded by default, but you can collapse it to view the Proposals list better. In  In the Filter panel, you can filter proposals by their status, submission date, assigned user, amount, location, trade, category, provider and other criteria.When on the Filter section, you can apply filters one by one — every time you select a filter, the Proposals List refreshes and displays updated results.

Info

Use this option when the number of proposals and the number of filters to apply to is not very large.

You may filter proposals by their status, submission date, assigned user, and other criteria.Image Removed

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title⦿ How to Find and Filter Proposals

  1. On the top navigation bar, click Proposals. Alternatively, you can click the menu icon in the upper-left corner and select RFPs / Proposals> View/Process Proposals.

  2. In the Filters panel, apply filters to retrieve the proposals you need.

    Expand
    titleClick here to expand the filtering criteria.

    1. Proposal Date/Scheduled date/Action date.

    2. Assignee.

    3. Amount.

    4. Proposals Statuses (checkboxes).

    5. Trades.

    6. Categories.

      If needed, select

      (Select the Include MLP suggested category checkbox if needed).

    7. Location ID.

    8. Location notes.

    9. Providers.

    10. Work order priority.

    11. Labels.

    12. Projects.

    13. Proposals with Attachments Only (checkbox).

    14. Exclude Proposals with a Work Order (checkbox).

    Info

    Additional filters may be available depending on your system configuration.



  3. When ready, click Apply.

Info

The maximum number of proposals you can view on the Proposals List is 100. Should you receive an error, go back to the Search and Filter page, and modify your search criteria.

You land on the Proposals List displaying proposals based on the filters you applied.


Info

The maximum number of proposals you can view on the Proposals List is 100.

AnchorSavingFiltersSavingFiltersSaving Filters and Managing Saved Filters

In your everyday work, you may need to apply the same set of filters over and over again.

For this purpose, once you select the filters you need, you may save them as a set and use this set later on. Also, you can select which of your saved filter sets should appear on QuickView. You can edit or even delete saved filters when you don’t need them anymore.

Info

Your saved filters are only available to you. Saved filters cannot be shared with others.

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title⦿ How to Save a Filter Set
  1. Select the desired filtering criteria.
  2. Click Save Current Filter. A text field appears.
  3. Enter the filter set name, and click Save Filter.

The filter is saved, and its name is displayed in the My Saved Filters drop-down list.

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After you save a filter set, you may need to edit some of its options.

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title⦿ How to Edit a Filter Set
  1. In the My Saved Filters drop-down list, select the filter set you want to edit. The Work Orders List refreshes applying the selected filter set.
  2. Add or remove any filtering criteria as needed.
  3. Click Save Current Filter. The name of your selected filter appears in the text field.
  4. Click Update Existing Filter.

The filter set is updated.

When you don’t need a saved filter anymore, you can delete it.

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title⦿ How to Delete a Filter Set


  1. Click Edit Filters. The popup with a list of saved filters appears.
  2. Click the trash icon next to the desired filter, and click Save.

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The filter is deleted.

Searching for Proposals


You can search for proposals using the search fields available in the Search panel. To use the Search panel, click Search to the left of the proposals list. In the Search panel, you can find the required Proposal using the following:

  • Proposal number.

  • Work order number linked to the Proposal.

  • Purchase order number.

  • Project ID.

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Enter the desired number then press Enter on your keyboard. The Proposals list refreshes to display the work orders that meet the selected criteria.

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