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What to Do After You're Awarded a Project in planHub

Congratulations! Your hard work has paid off. You’ve successfully been awarded a project through planHub. This achievement reflects your dedication, expertise, and commitment to winning more work. Winning a project on planHub is a big milestone. Now it’s time to move from bidding to managing your new project efficiently. Here’s how to get started with project execution and tracking once you’re awarded a project.

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Step 1: Update the Project Status

Navigate to the Bid Board section from the main panel.

Step 2: Locate the Awarded Project

Locate your newly awarded project in the Submitted column on the Bid Board.

Step 3: Move the Project to the "Won" column in Bid Board

You can update the status in two ways. First, you can select the 3 dots action menu in the upper right corner of the card and select the Update Status option or left click your mouse button and hold to drag the project card from the Submitted column to the Won column. The winning bid details pop-up screen will then appear.

Step 4: Select Winning Bid

Choose your winning bid from the list then click Next below.

Step 5: Select the Awarding GC

Next, select the awarding general contractor from the list, then click Save to update the project’s status.

Step 6: Convert to Job Board (if Purchased)

If your company has purchased the Job Board Add-On feature, click Convert to Job on the project card to begin tracking progress and assigning job tasks to your field team.

To learn more about the Job Board add-on feature, view the Knowledge Base article: How to add a Won Project to your Job Board for more details. Contact your Account Manager to discuss pricing and how to get started!

Step 7: Notify Your Suppliers and relevant parties

Let your suppliers know you’ve won the project. Confirm with them the scope of work, contract requirements, schedule expectations, and collect relevant insurance documents or pre-qualification documents needed for the project.

Completing this process in planHub ensures a smooth transition from estimating to execution by keeping project status accurate, centralizing communication, and ensuring all stakeholders are aligned on scope, requirements, and schedule.