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Creating a Pursuit Project in Join

Want to wow the owner with your proposal or interview presentation? Show them that you're already invested by showing them their project in Join.

Building trust and strong relationships are key to winning work, but even the best relationships won’t eliminate competition for the next project. For your next RFP or interview presentation, use the pursuit project to demonstrate the visual dashboards and access to real-time cost information. This is a great way to stand out and differentiate your company from the competition.

Let’s get started!

Starting a Pursuit Project in Join

  • First, create a new project for pursuit in Join. 

  • Invite your business development team in addition to any preconstruction or project leads that are part of the pursuit or presentation process when you add your project Team. 

  • Import a preliminary estimate and target budget data

  • Identify any key stakeholder categorizations or work breakdown structures to ensure your dashboards are tailored to this project’s needs. 

  • Add some Items that you’ve already identified in your project evaluation that could show the owner some early cost and schedule opportunities.

  • Create Scenarios 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 on the Settings page. Adding a project rendering adds character and visual appeal to the project in Join.

  • Upload a custom print header on the Settings page with logos for your company, the owner, and the design team to customize the dashboard and reports to make them project-specific.

  • While you're on the Settings page, customize any Join terminology 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) to the Milestone so you can show cost/GSF on the project cost summary.

To really make your pursuit project pop, 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.

Tip: Make sure you set your project Status to “In Pursuit” so that this project does not count against your Annual Subscription Value. 

Using a Pursuit Project in Proposals and Interviews

  • During your presentation or RFP response, use screenshots of your Join project Cost Trendline, Estimate chart, and Items chart 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, which aggregates your estimate and Item data into any work breakdown structure of your choosing.

Caution: Before you take any screenshots or do your presentation live, make sure you are using the Owner role to ensure that your permissions and settings match what the owner will see in Join. If you’re the project Administrator, navigate to the Team page and click the See Roles button, then click the Preview Role 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 check out the 6 Tips to Impress Owners and Win More Bids companion blog post for more tips on what other Join customers have found resonates with owners.

Tip: Download Join pursuit resources to use in your proposal or interview presentation including sample screenshots, presentation slides, videos, narratives and more. Contact Join support for any additional help or resources.