This article will highlight how to use the shortlist dashboard for quick access to Shortlists in various statuses.
TABLE OF CONTENTS
Quick Lists
There are a number of Quick lists on the shortlist dashboard page which would have been agreed and set up at the system implementation stage, so they tend to vary slightly from system to system. A standard set up will break down shortlists by Open for bidding, Ready to offer, Offered, Accepted, Let, Direct Let and Closed.
Saved Templates (Coming Soon)
Additional Quick lists can be created as saved templates. These are set up via the generic list report. Click here for more detailed guidance on reporting. This article will be updated soon as this functionality is not available yet.
- Click on the "Reports" tab
- Select "Generic list" report
- Run and save your desired template
Note: If you'd like to make changes to your dashboard lists that aren't possible by adding quick links, please contact your account manager.
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