Subcontractor | How to Import a Project

Planhubs Import projects feature allows you and your team to manage, update, and track your activity on all projects you are biding in one platform helping your team stay organized and avoid missing bid due dates.

1. There are a few different places in PlanHub where you can start a project import. Log into your PlanHub account 

  1. You can use the +Add New button in the main navigation bar to the right. Then select the option to Add a Project Lead. 
  2. On your Bid Board Page, under the Bid Pipeline tab, you can click on the Import Project button.
  3. If you have access to PlanHubs Takeoff tools you can import projects on the Takeoff page by clicking on Import Project

 

2. Import Step 1: The FRIST step is to fill in the Project Info, you will need to provide at least a project name and address. Fill in all other fields that apply to help you and your team stay organized.

All fields in the 3-step Import process that are marked with a red asterisk or Star must be filled out to move on to the next step. If you are unsure of any of this information you can always edit the project later. 

Click Next to move to the next step

3.  Import Step 2: In step TWO upload any documentation from your computer you wish to attach to this project.

Click Next to move to the next step

4.  Import Step 3: In Step THREE List the the general contractor or owner’s name and email and any other contact information you wish to attach to the project.

Click Create to complete the import.

 

5. Once completed the Imported project will be listed on your team’s Bid board under the Bid Pipeline. You can then find the project using the search bar, assign it to a team member, update the status and project information, (if you have access) push it into the takeoff tool, and take notes on the project details page. 

6. If you have access to the Jobs tool and Won the project you can move the project to the Jobs board for your in-field construction team to update and complete.