How to navigate the Bid Board page to manage the projects you are bidding plus access and follow up on the Bids you have submitted.
Log in to PlanHub and navigate to the Bid Board. The Bid Board has a list of all projects you have saved.
There are two tabs on this page: Bid Board and Bids 
Bid Pipeline
The Bid Pipeline shows you all the projects you and your team have saved from PlanHub or imported to PlanHub along with the current status. You can easily change a project's status by left-clicking and dragging it to the new stage column.
Search for a project you saved by clicking the "Search" field and entering the name of the project.
To clear a search, click the "X" in the search field.
Filter the projects you see in the pipeline by clicking the "Filter" button.
You can filter by Team member, Lead Source, and the Bid due dates. Once you have selected your filters, click "Save".
You can remove individual filters by clicking the "x" next to the filter.
You can clear all filters with a single click by clicking "Reset".
Each project card has Project Information:
- Origin tag: Indicating if the project came from "PlanHub" or was "Imported".
- Project Name: Click the name to enter the project's page.
- Your Assigned Bid Value: Click on Bid Value to add or edit your value for this project.
- Assigned Team Member: Click on the team member or "unassigned" to edit.
- Bid Due Date: The Date the bid is due.
- Next Step Button: This button is used to take the next steps on a project.
- Actions Button: The three dots
that appear on a card when you hover over it
Assigned projects will have the user's initials or their uploaded image. Projects that have not been assigned will have no initials listed.
Click on the Assignee circle to assign/reassign a project.
**Note** as you update the Bid Value on each of these projects the total column value updates as well.
You can make bulk updates to the status of the project on the bid board and who they are assigned to by checking off two or more projects, then clicking the Bulk Actions button
When assigning, select who will be assigned to all selected projects.
When updating the Status, select the new status for all the projects you checked off
Bids
To view the bids you and your team have submitted in PlanHub, click "Bids".
Use the Search bar to search for bids by project name
You can view the whole team's bids or just your bids by using the "Show my Bids only" toggle.
In the list of bids, you can access the project by clicking on the project name
Click on the arrow to see all the bids submitted on this project.
To download a bid document, click on the paper clip and select the download arrow in the pop-up.
