Shortlist Dashboard

This article will highlight how to use the shortlist dashboard for quick access to Shortlists in various statuses. 

TABLE OF CONTENTS

• Quick Lists
• Saved Templates 

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

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. 

1. Click on the "Reports" tab.
2. Select "Generic List Report".
3. Run and save your desired template.
4. Click 'Save this report' and make sure 'Yes' is selected to the 'Save to my dashboard' question. 
5. Click 'Save changes'.
6. After that, go to 'Shortlists' on the left side panel, and the report will be under 'Save templates'. 

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.