--- title: "Pursuit Resources: Creating a Pursuit Project in Join" description: Impress the Owner in your next pursuit by building their project in Join, showing you're already invested in its success. --- [Skip to content](https://success.join.build/en/knowledge/using-join-for-pursuit#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en) 3. [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources) # Pursuit Resources: Creating a Pursuit Project in Join ## Impress the Owner in your next pursuit by building their project in Join, showing you're already invested in its success. ![](https://success.join.build/hubfs/Join%20Pursuit%20Page%20Header%20Art-01%20(1)-png.png) **Building trust and strong relationships is essential to winning work—but even the best connections won’t eliminate competition for the next project.** For your next **RFP or interview presentation,** showcase the **pursuit project in Join** to establish a foundation for **strong team communication** through **visual dashboards and real-time cost insights**. More importantly, this highlights your team's forward-thinking approach—proactively identifying ways to **add value to the Owner’s project.** **Let’s get started!** ### Starting a Pursuit Project in Join - First, [create a new project](https://success.join.build/en/knowledge/create-a-new-project?hsLang=en) for pursuit in Join. - [Invite your business development team](https://success.join.build/en/knowledge/adding-project-collaborators?hsLang=en), as well as any preconstruction or project leads involved in the pursuit or presentation process, when you add your project Team. - [Import a preliminary estimate and target budget data](https://success.join.build/en/knowledge/import-you-estimate-budget?hsLang=en). - Identify any key stakeholder [categorizations](https://success.join.build/en/knowledge/categorizations?hsLang=en) or work breakdown structures to ensure your dashboards are tailored to this project’s needs. - [Add some Items](https://success.join.build/en/knowledge/adding-items?hsLang=en) that you’ve already identified in your project evaluation that could show the owner some early cost and[schedule](https://success.join.build/en/knowledge/item-schedule-impact-and-display?hsLang=en) opportunities. - [Add Risks to the Risk Register](https://success.join.build/en/knowledge/creating-a-risk?hsLang=en) to highlight the key areas you've identified as potential risks for the project and include a Response Plan to show how you plan to address them. - [Create Scenarios](https://success.join.build/en/knowledge/scenarios-in-join?hsLang=en) to showcase different paths forward on the project. This is a great way to suggest a low, medium, and high-cost option to the owner. - [Upload a project rendering](https://success.join.build/en/knowledge/adding-a-project-image?hsLang=en) on the Settings page. Adding a project rendering builds a more compelling story and connection with the owner. - [Upload a custom print header](https://success.join.build/en/knowledge/setting-a-print-header?hsLang=en) on the Settings page with logos for your company, the owner, and the design team to customize your dashboard and reports. - While you're on the Settings page, customize any [Join terminology](https://success.join.build/en/knowledge/how-to-change-join-terminology?hsLang=en) to align with your company or project terminology (i.e., replace “Budget” with “Target Budget” or replace “Estimate” with “Baseline Estimate”). - Add GSF (or another [unit of measure](https://success.join.build/en/knowledge/units-of-measure?hsLang=en)) to the Milestone so you can show cost/GSF on the project cost summary. To really make your pursuit project stand out, here are some tips from the section titled "A checklist for how to use Join in the presentation" in our blog post [3 Ways to Leverage Your Team to Win More Bids](https://join.build/blog/3-ways-to-leverage-your-team-to-win-more-bids/). ***Tip:** Make sure you [set your project Status](https://success.join.build/en/knowledge/project-status?hsLang=en) to “In Pursuit” so that this project does not count against your Annual Subscription Value for the first 90 days.*  ### Using a Pursuit Project in Proposals and Interviews - During your presentation or RFP response, use screenshots of your Join project [Cost Trendline](https://success.join.build/en/knowledge/cost-trendline-dashboard?hsLang=en), [Estimate chart](https://success.join.build/en/knowledge/estimate-graph-dashboard?hsLang=en), and [Items chart](https://success.join.build/en/knowledge/items-graph?hsLang=en) to convey the visual experience you’ll use to enhance the communication and collaboration experience for the project team. - Another good communication tool is the [Milestone Summary Report](https://success.join.build/en/knowledge/milestone-summary-report?hsLang=en), which aggregates your estimate and Item data into any work breakdown structure of your choosing. ***Caution:** Before taking screenshots or presenting live, ensure you are using the Owner role to confirm that your [permissions and settings](https://success.join.build/en/knowledge/roles-and-permissions-view-defaults-for-all-roles?hsLang=en) match what the owner will see in Join. If you’re the project Administrator, navigate to the [Team page](https://success.join.build/en/knowledge/team-page-overview?hsLang=en) and click the **See Roles** button, then click the **[Preview Role](https://success.join.build/en/knowledge/collaborator-role-preview-mode?hsLang=en)** button for the Owner role.* Every owner has different needs in terms of what they find valuable. Make sure you tailor what you show in Join to meet these needs and refer to the [6 Tips to Impress Owners and Win More Bids](https://join.build/blog/6-tips-to-impress-owners-and-win-more-bids/) companion blog post for additional tips on what other Join customers have found resonates with owners. ***Tip:** [Download Join pursuit resources](https://success.join.build/en/knowledge/pursuit-resources?hsLang=en) to use in your proposal or interview presentation, including sample screenshots, presentation slides, videos, narratives, and more. [Contact Join support](mailto:support@join.build) for any additional help or resources.*   - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join) - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project) - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices) - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) - 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