Cai: Similar Projects in Strategy View

Creating Similar Project Lists

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".