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  2. Getting Started with Join
  3. Getting Started for General Contractors

3. Tracking Ideas and  Opportunities

Getting Started for General Contractors

If you work for a General Contractor and have been invited to a Join project, here's everything you need to know to get up and running.

Select a section below and scroll down to see the related information.

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1. Signing Up and Navigating Join

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2. Visualizing Project Progress and Costs

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3. Tracking Ideas and Opportunities

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4. Managing Baseline Costs
and Project Phases

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5. Pivoting and Reporting
Cost Data

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6. Project Settings and
Inviting Your Team

Learning Objectives

Items in Join

Items are how Join allows you to track ideas to be explored or decisions to be made. Each Item has a set of information to make it easy to brainstorm, analyze, and review an Item. You can associate the costs of each idea against your WBS, track its status and history, collaborate and comment with the project team, or create mutually exclusive Items using Options. 

Navigating the Items List

View existing Items and sort, filter, and group them in the Items List, as well as create dynamic or static reports of Item information.

HubSpot Video

Creating an Item

Turn your idea into an Item by adding a few pieces of basic information and optionally add accountability by tracking a due date and assignee.

HubSpot Video

Detailed Item View

Next, let's add some costs and relevant supporting information, collaborate with the team project team, or create mutually exclusive Options. 

HubSpot Video

 

2. Visualizing Project Progress and Costs 4. Managing Baseline Costs and Project Phases

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