Available to: All Partners and Customers
In this document:
- File Search
Within the Workspace Manager, the Files tab will allow you to search for files that are uploaded to projects within the current workgroup. The search can be performed by File Name or File Tag, and can include just your projects, or all accessible projects:
Click on the file name to download the file, or click on the project name to go to the project file page. If there are multiple versions of a file, the file search results will display the most recent version. Also displayed are any Tags associated with the file, the File Uploaded Date, and the File Uploader Name.
For certain workgroups, it’s possible to have files that were uploaded via both the old and the new File UI. In this case, separate sections will display any files that matched the search criteria.
Future additions – (1) The ability to download all files at once; (2) the ability to download files to Excel.
The baseline feature allows you to compare pricing for your existing registered specs to a predefined baseline value and display the resulting dollar amount difference.
To turn on the functionality, enable workgroup preference “Baseline” for the buyer/outsourcer workgroup. To set up the baseline for each available spec, go to My Group > Baseline.
Click on the spec name and check the box next to the fields you'd like to base your comparison on (product type, stock type, size, etc.). Both “Exact Match” and “Similar Product” will completely match each selected field. From a business logic perspective, “Similar Product” is a subset of “Exact Match,” matching on a fewer number of fields.
Specs with baseline comparisons set up will be indicated with an underline:
Once you finish your setup, you can download a baseline template file based on the fields selected within each spec, enter your data, and upload your Comparison File with all of your baseline details. Note: uploading a file will override whatever file you have uploaded prior.
On the Estimate Details page, based on the “Baseline Category” dropdown selection, Noosh will compare the existing spec pricing with the baseline setup resulting in a dollar amount difference to be displayed:
If there are multiple selections available (i.e. similar products), you will receive a popup window listing all possible selections to choose from.
If there are no results, you will see a message that says “No result” and the “Baseline” will remain blank.
Upon order creation on the buyer side, there will also be a dropdown for Baseline Category and a field for Baseline $ which will carry over from the estimate page: