--- title: Supplier | How to Save and Remove Projects in Your planHub Account description: Saving projects, bid planner, remove projects --- [Skip to content](https://knowledgebase.planhub.com/knowledge/how-to-save-and-remove-projects-in-your-supplier-planhub-account-#main-content) English Show submenu for translations [Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new?hsLang=en) ![NEW\_PlanHub\_Logo\_Navy.png\]](https://knowledgebase.planhub.com/hs-fs/hubfs/Design/PH%20Logos/NEW%202024%20PH%20Logos/NEW_PlanHub_Logo_Navy.png?height=40&name=NEW_PlanHub_Logo_Navy.png) - [Have an Issue? Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Have an Issue? 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[Projects and Leads](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#projects-and-leads) # Supplier | How to Save and Remove Projects in Your planHub Account ## In this article, you will learn how to save and remove projects so you can quickly find projects of interest and assign them to your team members. **Step 1:** Go to the top main panel and select the **Projects** option. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/289fb15f-41fa-43de-8bc5-6f47e3213bca.png) **Step 2:** Review the list of projects. Each entry displays the project name, bid date, location, distance, documents, and an **Action** column. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/d33079fb-79b0-4970-9937-b8e3f0d8d085.png) **Step 3:** To save a project, click the **heart icon** in the Action column. This lets your team know you’re interested. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/b6701cc5-e902-4788-ab93-7e5034b11b38.png) **Step 4:** To remove a project, click the **trash icon** at the end of the row. This shows the general contractor you’re not interested in bidding. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/b58289e1-8460-4f63-a230-4e26e5a2aa7f.png) **Step 5:** To view saved projects, scroll to the **Advanced Search** section on the Projects page and expand it. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/e90a6c4f-c906-42a1-95a1-5b73e90d7360.png) **Step 6:** In the **Projects and Team** section, open the **Projects** dropdown menu and select **Saved**. The list updates to show only the projects you’ve saved. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/6a2e4d73-9b53-443e-84f8-f3a8430f6cbe.png) **Step 7:** To view removed projects, open the same dropdown menu in Advanced Search, and select **Removed**. You’ll see the list of projects you indicated you’re not interested in. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/cbe12d06-b45e-4d4d-8648-f7361ef03618.png) **Step 8:** To view all active projects again, choose **All Active** from the Projects dropdown menu. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/0f366ed1-9052-4cba-a449-5067c65b115b.png) --- #### Reviewing and Assigning Projects Once you save projects, you can review their details and assign them to team members for collaboration. **Step 1:** Find a project you want to review and click **View Project Details** on the right side. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/825f3fdd-f5aa-4eab-96c3-175f11e7e306.png) **Step 2:** On the project details page, save the project in one of two ways: - Click the **heart icon** in the top right corner. - Go to the **Checklist** section on the right and click **Save to Bid Planner**. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/e6a06afc-6360-4089-b686-b5517286161a.png) **Step 3:** A pop-up will confirm that the project has been saved and can be viewed in your Bid Planner. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/192a49a8-2bb1-4492-bd76-ebe37e9a822b.png) **Step 4:** To assign the saved project, use the dropdown menu in the **Assign Team Members** section to select your team member. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/6669f74d-5d5b-4e06-89a5-fb30b85b3646.png) **Step 5:** To review all saved projects, go to the top of the page, click **Bid Planner**. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/d4118b6b-b762-4f7a-90fb-bda133287a05.png) **Step 6:** Here, you can continue assigning saved projects to **Team Members** or review their details. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/163413f3-612f-4715-b80b-42b296fc214c.png) **Step 7:** If you decide you don’t want to bid on a project after reviewing it, return to the project details page. Click one of the 2 options to show that you are **Not Interested** to remove the saved project. ![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/06abcc62-1510-463e-b537-127933630c0b/733ed109-b822-483e-9322-f3ca3cd84a7f/images/aafcab50-bb90-4172-8792-6fe06c048005.png)   --- ### Conclusion Saving and removing projects in your project lists helps you stay organized and focused on the opportunities that matter most to your business. Taking a few moments to maintain your project lists makes it easier to track opportunities, stay prepared, and respond quickly when it’s time to bid.     ### Troubleshooting Contact us if you need assistance or to report an issue: - PlanHub Contact Page: https://planhub.com/contact/ - Customer Facing Support Ticket Link: https://knowledgebase.planhub.com/knowledge/kb-tickets/new - Customer Success Team: CustomerSuccess@planhub.com - [General Contractor](https://knowledgebase.planhub.com/knowledge/general-contractor?hsLang=en#main-content) - [Overview](https://knowledgebase.planhub.com/knowledge/general-contractor?hsLang=en#overview) - [Projects](https://knowledgebase.planhub.com/knowledge/general-contractor?hsLang=en#projects) - [Networking](https://knowledgebase.planhub.com/knowledge/general-contractor?hsLang=en#networking) - [Subcontractors](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#main-content) - [Overview](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#overview) - 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