Learn about your account's Dashboard page in PlanHub.
As a busy General Contractor, you may need a quick snapshot of the activity on your project postings, leads, and network in PlanHub. The Dashboard page in PlanHub provides you with a quick snapshot of your account.
To get to the Dashboard, log into your PlanHub account and click on the "Dashboard" page.
In the Dashboard you have three sections of activity: Active Projects/My Projects, Project Leads, and In-Network contacts by State
- Active Projects: All Active Projects posted under your Company's PlanHub account.
- My Projects: All Active Projects posted under your username.
- Project Leads: Short list of leads in your area from the Lead Finder (Lead Finder is a purchasable add-on)
- In-Network Contact by states: A list of the Subcontractors and Suppliers you have listed as in-network in PlanHub, granting free access to your select postings in PlanHub.
In the Active Projects, you can use the search bar to search for a project and the "Sort by" dropdown to sort your list.
Click on a project in the list to see a snapshot of activity on that project.
In the Project Leads view, you can click on a lead that is of interest to you to view more information. Your full access to the Lead's details is based on your account's subscription plan access.
The In-Network Contact by states can be used to quickly see a breakdown of your in-network contacts by states, the number of trades, and the number of Subs.
Click the "View Breakdown" button to get a more detailed breakdown of your coverage by trade, and open in the Directory
