Search Guide: Equity in Contracting Project Performance Tracker

This guide contains instructions for searching and filtering the Equity in Contracting Project Performance Tracker by project, by sponsor/developer, and by general contractor. If you’ve followed the steps in this guide and still cannot find the data you’re looking for, please contact nicole.caldwell@hcs.oregon.gov for support.

Searching by Project Name/Deal Number

1. Open the Equity in Contracting Project Performance Tracker.
   
2. Click “Filter” in the top left navigation bar.
   
3. In the pop-up filter window, open the “Select Field” drop down.
4. Select “Project Name (Deal #).
   
   
5. Select the “Enter value” field.
   
6. Type the name or deal # of the project you’re looking for.
7. Click “Apply.”
   
8. If the search results don’t show the project you’re looking for, click the arrow next to “Unnamed Filter” in the top left navigation bar.
9. Next to “Unnamed Filter”, select the arrow, then click the pencil icon to edit the filter.
10. Update the search term. In the pop-up window, adjust the project name or deal number you just searched. For example, search only part of the project name in case there is any variation.
11. Click “Apply” to update the results.
    
    

Searching by Sponsor/Developer

1. Open the Equity in Contracting Project Performance Tracker.
2. Click “Filter” in the top left navigation bar.
   
3. In the pop-up window, click the drop-down for “Select Field.”
   
4. Select “Sponsors/Developers.”
   
5. Click the small arrow in the “Select values…” field (furthest right).
6. Once you’ve found the sponsor or developer you want to filter by, check the box to the left of their name.
   
   
7. If you want to filter by multiple sponsors at once, check the box to the left of each of their names so that all are selected.
   
8. Click “Apply.”
   
   

Searching by General Contractor

1. Open the Equity in Contracting Project Performance Tracker.
2. Click “Filter” in the top left navigation bar.
   
3. In the pop-up window, click the drop-down for “Select Field.”
4. Select “General Contractor.”
   
   
5. Click the small arrow in the “Select values…” field (furthest right).
6. Once you’ve found the general contractor you want to filter by, check the box to the left of their name.
   
   
7. If you want to filter by multiple general contractors at once, check the box to the left of each of their names so that all are selected.
   
8. Click “Apply.”
   

OHCS wants to ensure that everyone has access to its information and programs. If you would like this information in a different language, please email Language.Access@hcs.oregon.gov.