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How To Import A Project

Learn how to add and track projects that aren’t from PlanHub so you can keep everything organized in your Bid Board.

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Keep all your bidding projects organized by importing external jobs directly to your PlanHub Bid Board. Manage deadlines, files, and progress securely in one place, and quickly run takeoffs when needed.

Step 1: Click the Add New dropdown in the main navigation.

Step 2: Select Add a Project.

Step 3: Fill in Basic information.

Only basic info is required, but you can add more as needed for your team.

  • Enter the project’s name.

  • Add the bid due date.

  • Upload any necessary files.

Click Import to add the project to your Bid Board.

Your project is now successfully imported and visible in your Bid Board.

Send Imported Project Files into Takeoff

Step 1: Enter your imported project by clicking on its name.

Step 2: Go to the Project Files tab.

Step 3: Find the file you need, click the Start Takeoff icon.

Importing projects into PlanHub makes it easy to keep everything on track, collaborate with your team, and run takeoffs without leaving the platform. Streamline your bidding workflow and stay ahead on every opportunity.

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"