---
title: PlanHub Bid Planner Guide
description: Bid Planner
---

[Skip to content](https://knowledgebase.planhub.com/knowledge/planhub-bid-planner-guide#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? Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new)
- English
  
  Show submenu for translations
- [Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new)

 What can we help you with?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://knowledgebase.planhub.com/knowledge?hsLang=en)
2. [Supplier](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en)
3. [Bidding & Estimating](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#bidding-estimating)

# PlanHub Bid Planner Guide

## PlanHub’s Bid Planner for Suppliers: Staying Organized and On Track.  This tutorial explains how PlanHub’s Bid Planner streamlines your project-management workflow, helping your entire supplier team stay organized and efficient.

<iframe src="https://drive.google.com/file/d/1bbYPlIcGrws3xK2wJPM8spnmnbSIuwQn/preview" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: 0;" allow="autoplay; fullscreen" allowfullscreen>
    </iframe>

 

**Getting Started in Bid Planner**

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-41-9018-PM.png?width=670&height=221&name=undefined-May-29-2026-05-19-41-9018-PM.png)

Once you or your teammates save or import a project or lead in PlanHub, it’ll instantly appear in the Bid Planner. This keeps all your jobs in one convenient view so you never miss a thing.

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-40-9832-PM.png?width=670&height=295&name=undefined-May-29-2026-05-19-40-9832-PM.png)

Searching and Filtering Projects

Use the Search bar to look up a specific project by name. To see which projects are assigned to a particular team member, filter your view with the Team Member options. This way, you can always pinpoint the jobs most relevant to you or your colleagues.

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-41-4629-PM.png?width=670&height=315&name=undefined-May-29-2026-05-19-41-4629-PM.png)

Managing Project Status and Assignments

To track where each project stands use the status tabs and update the status using the status options.

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-42-6261-PM.png?width=670&height=416&name=undefined-May-29-2026-05-19-42-6261-PM.png)

When it’s time to delegate, assign projects directly to team members with the Assign to options.

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-42-2814-PM.png?width=668&height=488&name=undefined-May-29-2026-05-19-42-2814-PM.png)

Assigning will prompt you to send a direct message, plus you can opt to notify the teammate by email as well. This ensures everyone stays informed and knows what’s next.

![](https://knowledgebase.planhub.com/hs-fs/hubfs/undefined-May-29-2026-05-19-40-6569-PM.png?width=670&height=737&name=undefined-May-29-2026-05-19-40-6569-PM.png)

Why Use Bid Planner?

Leveraging PlanHub’s Bid Planner means you’ll always have a clear overview of your responsibilities. Navigate quickly between assignments, handle your tasks efficiently, and keep every project moving forward through its important stages.

 

 

### 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)
    - [Projects](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#projects)
    - [Bid Board & Tracking](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#bid-board-tracking)
    - [Networking](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#networking)
    - [Takeoff & Estimation](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#takeoff-estimation)
    - [Manage Your Team](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#manage-your-team)
    - [Account & Settings](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#account-settings)
    - [Job Board](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#job-board)
    - [Request for Information](https://knowledgebase.planhub.com/knowledge/subcontractors?hsLang=en#request-for-information)
- [Supplier](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#main-content)

    - [Overview](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#overview)
    - [Projects and Leads](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#projects-and-leads)
    - [Bidding & Estimating](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#bidding-estimating)
    - [Networking](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#networking)
    - [Account & Settings](https://knowledgebase.planhub.com/knowledge/supplier?hsLang=en#account-settings)
- [Takeoff & Estimation](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#main-content)

    - [Getting Started](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#getting-started)
    - [Takeoff Tools & Measurements](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#takeoff-tools-measurements)
    - [Trade-Specific Takeoffs](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#trade-specific-takeoffs)
    - [Estimating](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#estimating)
    - [Managing & Sharing Your Work](https://knowledgebase.planhub.com/knowledge/takeoff-estimation?hsLang=en#managing-sharing-your-work)
- [Account & Billing](https://knowledgebase.planhub.com/knowledge/account-billing?hsLang=en#main-content)

    - [Account & Billing](https://knowledgebase.planhub.com/knowledge/account-billing?hsLang=en#account-billing)
    - [Account Closure](https://knowledgebase.planhub.com/knowledge/account-billing?hsLang=en#account-closure)
- [Troubleshooting](https://knowledgebase.planhub.com/knowledge/troubleshooting?hsLang=en)
- [About PlanHub](https://knowledgebase.planhub.com/knowledge/about-planhub?hsLang=en)
- [New General Contractor Experience](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#main-content)

    - [Overview](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#overview)
    - [Projects](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#projects)
    - [Networking](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#networking)
    - [Takeoff & Estimation](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#takeoff-estimation)
    - [Account & Settings](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#account-settings)
    - [Manage Your Team](https://knowledgebase.planhub.com/knowledge/new-general-contractor-experience?hsLang=en#manage-your-team)
- [Submit Feedback](https://knowledgebase.planhub.com/knowledge/submit-feedback?hsLang=en#main-content)

    - [Feedback](https://knowledgebase.planhub.com/knowledge/submit-feedback?hsLang=en#feedback)

- [Have an Issue? Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new)

[![Chill listening crop-3](https://knowledgebase.planhub.com/hs-fs/hubfs/Design/PH%20Logos/NEW%202024%20PH%20Logos/NEW_PlanHub_Logo_Navy.png?width=68&height=24&name=NEW_PlanHub_Logo_Navy.png "Chill listening crop-3")](http://planhub.com)

[Knowledge Base Home](https://knowledgebase.planhub.com/knowledge?hsLang=en)

[Submit a Ticket](https://knowledgebase.planhub.com/knowledge/kb-tickets/new?hsLang=en)

<https://knowledgebase.planhub.com/knowledge/kb-tickets/new?hsLang=en>

Copyright © 2026, ©2026 PlanHub, Inc. All rights reserved