Smart Search helps you quickly locate the correct client, project, phase, and activity combinations by evaluating the keywords you enter and returning the most relevant matches. BQE CORE compares your search terms against multiple fields, including client name, project name, phase or sub-phase name, and activity name, to produce accurate and intuitive results.
To illustrate how Smart Search works, consider the following project structure:
Client: Pasadena School District
- Projects and Phases: Pasadena Elementary (Main Project)
- Pre-Design
- Site Planning
- Schematic Design
- Design Development
- Pasadena Secondary (Standard Project)
- Activities: Design, Review, Coordination, Planning
When you type in the Search Activity field, CORE evaluates your keywords and returns results based on matches found in the client, project, phase, sub-phase, or activity name. Below are a few examples of how different keywords produce different results:
- Searching for Pasadena
CORE identifies a client match and displays all related projects, phases, and sub-phases. As the keyword does not match an activity, each row shows Undefined Activity. - Searching for Pasadena Planning
CORE first identifies the Pasadena client and then filters the results to show only activities named Planning. Any matching phase without a planning activity displays an Undefined Activity placeholder. - Searching for Pasadena Elementary
CORE matches the project name and lists all phases under Pasadena Elementary, each with Undefined Activity, since no activity was specified in the search. - Searching for Schematic
CORE identifies a direct match for the Schematic Design phase and displays it with Undefined Activity. - Searching for Site Coordination
CORE identifies Site Planning as the matching phase and Coordination as the matching activity, returning that single project–phase–activity combination. - Searching for School Design
CORE identifies the client name (Pasadena School District) from school and then filters the results to show the Design activity across all phases where this activity is available. Where a phase does not include a Design activity, CORE displays Undefined Activity.
These examples show how Smart Search interprets different types of keywords and returns relevant project, phase, and activity combinations even when keywords appear in different orders.