This guide provides an overview of the basic navigation features in the 2.0 version of PlanHub. It explains the different pages available. Viewing this guide will help users navigate and utilize the various features of PlanHub effectively.
1. There are multiple pages in the new 2.0 version of PlanHub. The page menu has moved to the left sidebar.
• Dashboard: Tracks your team's ITBs, saved leads, networking & connections, and the jobs you have added to your pipeline.
• Network CRM: This is a CRM where you can find the Directory and manage your company's contacts and connections.
• Project Leads: This is where you find Projects that have been posted by GCs on PlanHub that you may be able to bid on.
• Estimates & Bids: This page has the Takeoff & Estimation Tools, your team's Planner, and the Bids you & your team have submitted in PlanHub.
• Jobs: This is a board you can use to track the projects you and your team are actively working on in the field.
• Here you can get job details, track milestones, assign team members, upload and view documents, and chat with your team on each job on your board.
• Team: You can view and manage your account's users.
• Company Profile: Manage your company's profile, fill out or update the prequalification form, view/manage your subscription, and manage or access your company documents.
2. To view membership plans, upgrade, or add tools to your access click "Upgrade".
3. To review your current plan and benefits, and check if you have finished setting up your account click "View Plan" in the bottom left-hand corner.
4. Click on the message icon in the upper right-hand corner to access your messages center and conversations with PlanHub users.
5. Click on your name in the upper right-hand corner and then "My Account" to access your Account Settings, update your contact details, and adjust your notifications settings.