Customizable Project/Pursuit Dashboard with Toggleable Filters and Columns - [STATUS: SENT]

Objective:

Provide users with the ability to sort, filter, and view projects or pursuits using customizable, construction-relevant metadata. Allow fields and columns to be shown or hidden so each user can configure the dashboard to their specific workflow.

Description:

This enhancement would enable the home or landing page to display projects/pursuits in a table format with filters and columns that can be turned on or off as needed. Filters would allow single or multi-select options for greater flexibility.

Suggested Metadata for Sorting/Filtering:

• Lead Estimator
• Estimator Team Members (multi-select)
• Scope/Bid Package
• CSI Codes (multi-select)
• UniFormat Codes
• Building Type / Sector (Light Industrial, Life Sciences, Distribution, etc.)
• Environment (Urban, Rural, Brownfield, Greenfield)
• Contract Type (GMP, Design-Build, Design-Bid-Build, etc.)
• Stage (Feasibility, 60% Design, IFC, etc.)
• City / State / Region (no need for full street address)
• Client Name + “Repeat Client?” flag
• Pursuit Priority (High/Med/Low or Go/No-Go)
• Key Pursuit Drivers (Cost, Schedule, Sustainability, etc.)