Skip to content
English
Submit a Ticket
  • There are no suggestions because the search field is empty.

Subcontractor | How to Import a Project

The Import Project feature enables you and your team to manage, update, and track all bidding activity in one organized platform, helping you maintain visibility and control across your projects.

 

You can import a project from multiple areas within the platform. Each method leads to the same import window. Follow the steps below to successfully import and manage your projects.

Option 1: Import a projectfrom “Add New”

Step 1: Click Add New in the top left corner.

Step 2: Select Add a Project from the dropdown menu.

Step 3: Enter the required project information in the pop-up window.

Step 4: Complete all required fields (marked with a red asterisk). Upload plan PDF files by dragging and dropping them into the upload area or selecting Browse.

Step 5: Click Import once the button turns green and becomes active.

 

Option 2: Import a project from the Bid Board

Step 1: Navigate to the Bid Board from the main panel.

Step 2: Click Import Project in the top-right corner.

Step 3: Complete the project overview, details, and general contractor information., and upload the project PDF files.

Step 4: Click Import once the button turns green and becomes active.

Option 3: From Takeoff (If Enabled)

Step 1: If you have purchased the Takeoff add-on feature, select Takeoff from the main panel..

 

Step 2: Click Import Project in the top-right corner.

 

Step 3: Complete the project overview, details, and general contractor information., and upload the project PDF files.

 

Step 4: Click Import once the button turns green and becomes active.

 

Completing the Project Import Window

Regardless of which page you choose to import your project, the same import window will appear. Be sure to complete the following:

 

Step 1: Enter the Project Name (required fields are marked with an asterisk).

Step 2: Add the Bid Due Date.

Step 3: Upload all relevant PDF documents. (Be sure to upload all project documents in PDF format for compatibility)

Step 4: Fill in additional Project Details (i.e., address, project type).

Step 5: Enter the General Contractor’s contact information (recommended for better collaboration).

Step 6: Click Import once the button appears in green and becomes active. A confirmation message will appear in the upper-right corner once the project has been successfully imported.

 

Viewing and Managing Imported Projects

Step 1: Locate and select your imported project from the Bid Board.

Step 2: Review all project details and information.

Step 3: Navigate to the Project Files tab to access the uploaded documents.

Step 4: Refer to the Takeoff column to export your PDF files into Takeoff. View the Action column to delete files or download as needed. To learn more about how to navigate planHub's Takeoff add-on feature, view the Knowledge Base article: How to Use Takeoff: A General Overview

Step 5: When selecting the General Contractors tab, you will be able to view the GC contact information you have entered for this imported project. If the GC information is not entered, this GC card will appear blank and contact information will not be available. 

Edit - GC

Editing your Imported Projects

To edit your imported project, click on the Edit button located in the bottom right corner of each page after selecting the Project info, Project Files or General Contractors tabs.

Project Info tab page:

Project Files tab page:

General Contractors tab page:

By following these steps, you will be able to seamlessly import your projects into planHub and keep your team aligned with an organized workflow.