Cai: Similar Projects in Strategy View
Creating Similar Project Lists
Clockwork uses an AI-driven matching algorithm to identify projects that are similar to one another based on weighted criteria.
Project-level attributes (70% weighting)
The majority of the similarity score is derived from the project itself, including:
- Project title
- Role-based metadata (seniority level and department)
Company-level attributes (30% weighting)
The remaining portion of the score is based on company metadata, including:
- Industry
- Specialties
- Company size
- Revenue
- Location
All weighted factors are combined to produce an overall similarity score. Only projects with a minimum match score of 75% or higher are returned. If this threshold is not met, no results are shown. This threshold ensures that only highly relevant and meaningfully aligned projects appear in the results.
Navigate to the Strategy View within your project.
Click on the Create Similar Project List button.
Choose how would you would like to create the projects list.
Smart Search
Ai assistance through natural language to find potential projects to Recall.
Update the List name of selected projects. Click "Create List".
Manual Filters
Once you've selected your filters, the Search Projects button will illuminate. Users have the ability to select multiple options for each category. Once you have your desired sections click Apply to solidify the choices.
Click "Search Projects".
You can then search through your projects and selects relevant projects. The list of projects will show the best of up to 10 similar projects.
Now that you have your list of similar projects, clicking on the "Find Candidates" button will redirect you into People View with these projects and candidate a default statuses filtered.
Note: The candidate status at the bottom of your In-Contenders category in your Firm Status will be the default status.
The Candidate status filter default will sort by " Peak at least".
