Saved, comparison and projects

Keep and compare candidates

Open Saved and choose the relevant tab: decisions, answers, solutions or projects. Remove items you no longer need. A tab that fails to load does not mean the other lists are empty. If prompted, set up your seeker workspace before saving solutions.

From saved solutions choose Compare on your shortlist, select your shortlist and open comparison. Check source evidence, suitability and unknown fields; comparison is not a purchase or provider endorsement.

Run a project

1. Open a project from Saved, or create one with a title. You can also start one from a building in Portfolio.
2. Add candidates from your shortlist; use their status to record whether to investigate, monitor or pass.
3. Add notes and record a decision with its rationale. These project notes are separate from the structured decision assessment.
4. Use Invite teammate to grant an existing VerityBase account access. Choose viewer, editor or owner. Only an owner manages the team; a viewer cannot add notes or decisions.
5. Export JSON or print/PDF for a meeting. Archive completed projects and restore them when needed. Deletion permanently removes the project's candidates, notes, decisions, collaborators and sign-offs.

The project's financial scenario calculates from costs, annual savings, hold period and discount rate you enter. Its inputs are not stored and its results are estimates.

A reviewer receiving a private review link can inspect the project summary and record approval, conditions, a request for more information or rejection. Use the full link; an invalid or expired link needs a replacement from the sender.

Worked example: a warehouse heating pilot