Bid Planner Shows you in one dashboard view all the projects your company is working on. This article will walk you through how to navigate Bid Planner.
"Like" a project and it will add it to the Bid Planner.
Bid planner organizes projects into categories depending on how far advanced they are.
Saved/Bidding - is where you can find all the saved projects selected for bidding.
In progress - is where projects that you started working on, but didn't submit a bid yet, can be found.
Bid submitted - Find all the projects you submitted bids to in one place.
GC Awarded - Use this tab to manage all projects where you know the general contractor has been awarded.
Won - Have all your won projects in one place.
Not Awarded - Keep and archive all not awarded projects.
The video below will show you more of the Bid Planner functionality.