Close a Pre-construction Phase project

To close a Pre-construction Phase project, follow the steps below:

Step 1:  Go to your projects 

Login to your account and locate the project you would like to close in your "Projects"list.

Step 2:  Click on the status menu

Click on the related project's status menu and select "Won" (if your company was awarded the project) or "Lost" (if another company was awarded the project) from the list.

 

Step 3:  Add result information/notifications

Type in your project's result information for company reporting purposes (this information cannot be viewed by anyone outside your company). 

You can let all bidding contractors know your bid for the project has been successful by clicking the "Bidding Contractors" checkbox under the notifications section of the dialog. You can also opt to send notifications about the project's result to your company's users by selecting the "Company Users" checkbox.

 

 

Example: notifications to bidding contractors

 Example:  notifications to company users

Need to know more about closing a project? Shoot us an email at [e-mail] and our customer success team will be in touch.