Tag Archives: software

IPIN Tip of the Month: Project Quick Search

Looking for a project in the Builders Exchange Online Planroom? Project quick search gives you the tools to find it quickly!

Project Quick Search

Project Quick Search lets you search for projects in all four phases: Prebid, Active, Postbid, and Archived. Searches can be conducted by Project Name (Name), Project ID (Proj ID), Bid Date, and Project Notes (Notes)

Start by choosing which phase or phases you would like to search in by placing a checkmark in each box. Searches can be conducted in one phase at a time or all four phases at a time.

Next search by project name, project ID, bid date, or in the project notes. Only one field may be searched for at a time.

When searching by project name, I tell members that less is more. One key word included in the name of the project sought after is generally good enough to find a project. For example, when looking for a project at Lexington Bluegrass Airport, a simple search for “airport” will be more efficient and effective than a search for the entire name of the project.

However, when searching for projects in the “Archived” phase using the name search, the more specific the better. There are over 27,000 projects listed in the archived phase, which means that searching for “school” or “airport” will yield thousands of results. This doesn’t help narrow things down.

Searching by project ID will always yield a single result. Each project in the IPIN system has a unique project ID (i.e. 2013-040D) automatically assigned to it. This ID number is visible anywhere the project name or details are visible.

ProjectQuickSearch

To search for a project by its ID, it’s necessary to have the exact ID, dash included. Partial IDs will yield zero results.

A search by bid date will produce a list of every project bidding on a specific date. Dates can be entered in the following formats: 4-13-2013; 4/13/2013; April 13, 2013; April 13 2013

Finally, a search for a keyword or phrase in the Notes field will produce every project that includes those words in the project notes. For more on project notes, click here.

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Call or e-mail Aaron Thomas at 502-459-9800 if you have any additional questions on bidders lists or the IPIN system.

Thanks for reading and keep checking back for more IPIN tips, information on the construction industry, and Builders Exchange special events!

Aaron Thomas
Director of IT
Builders Exchange of Kentucky

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IPIN Tip of the Month: Project Notes

Notepads, sticky notes, and the palm of your hand make for fine ways to take down notes about a project.

Project notes in IPIN are better.

Project Notes are located beneath the Scope of Work and Project Location on the Project Details page of every project.

Internal Notes

They are company specific, meaning only people logged in under your company account can see the notes. This makes them useful for communicating on projects with co-workers, especially if there are multiple employees in the same office with IPIN user accounts.

Searches can also be run for projects using keywords from your notes.

How to Add a Project Note

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IPIN Tip of the Month: IVS Pro Viewer Basics and Measuring/Markup Tools (Part 1)

Driving to a planroom, flipping through plus-sized blueprints, busting out your scale ruler, and writing down each measurement by hand. This was the way takeoffs were done in the not-so-distant past. In today’s information age, online digital takeoff tools have replaced these physical tools. Builders Exchange members have access to one such powerful tool: the IVS Pro Viewer.

Last month I covered the IVS Lite Viewer; our plan viewer that gives members the ability to quickly view, print and save plans. In this edition I’ll cover the basics of the IVS Pro Viewer and the first five major measurement and markup tools.

The Pro Viewer includes most of the tools that the Lite Viewer features: the ability to zoom in and zoom out, magnify specific areas, jump to different sections of the plans, and save and print documents. In fact, the two viewers are so similar that all of the viewing tools covered for the Lite Viewer work the same way for the Pro Viewer. If you need a refresher on these functions, refer to last month’s tip (linked above).

Click this and the other images to enlarge

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