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Searchable institutional memory

How long does it take your team to find the right past project for an RFP?

ProjectPortfolio gives your proposal team instant search across every past project. Find the right experience, qualifications, and details in seconds — not hours.

0SECONDS TO ANSWER
Projects / portfolio
50–5,000+
Search
Instant
Detail
Every
Team members
Unlimited
portfolio.dwg — query⊹ ZOOM 1:1
QUERY3 MATCHES
healthcare  cm-at-risk  value:>20M
Sector: HealthcareDelivery: CM at RiskValue ≥ $20M

3 matches · 0.30s

  • 01Memorial Healthcare ExpansionMemorial Health System · Portland, OR · 2024$24.5MCompleted
  • 02Cascade Regional Med CenterCascade Health · Seattle, WA · 2023$31.2MCompleted
  • 03St. Vincent Surgical WingSt. Vincent · Boise, ID · 2022$22.8MAwarded
SHT  M-02Project Schedule

One source of truth

Every project you’ve delivered, as one queryable schedule.

Filter by sector, value, delivery method, location, or team — then export straight into your RFP, SOQ, or prequal package.

Project Schedule · 2,412 records
Win rate · trailing 8 qtr+38%
№ / ProjectSectorValueDeliveryYearStatus
0247 · Memorial Healthcare ExpansionPortland, OR · 185,000 SFHealthcare$24.5MCM at Risk2024Completed
0246 · Riverside K-8 CampusEugene, OR · 92,000 SFEducation$18.9MDesign-Build2024In progress
0231 · Harbor Point LogisticsTacoma, WA · 340,000 SFIndustrial$41.2MDBB2023Completed
0228 · Civic Center RenovationSalem, OR · 76,500 SFGovernment$12.4MCM at Risk2023Completed
0205 · Interstate 5 OverpassVancouver, WATransportation$54.0MDesign-Build2022Completed

The sequence

From scattered files to a searchable database.

Four steps between your team and instant access to every project your firm has delivered.

  1. Step01

    Capture every detail

    Import from spreadsheets, proposals, and legacy systems — client, scope, contract value, delivery method, square footage, key personnel, outcomes. All structured and stored.

    CSV importLegacy DB70+ fields
  2. Step02

    Organize by what matters

    Categorize by sector, value range, geography, team, and delivery method. Your institutional memory, consistently tagged and ready to query.

    SectorValue rangeDelivery method
  3. Step03

    Find the right project in seconds

    Filter by any combination of sector, contract value, project type, location, or team experience. No more hunting through folders and shared drives.

    Instant searchMulti-filter
  4. Step04

    Export directly to proposals

    Pull project details straight into RFP responses, SOQs, and pursuit materials — formatted, complete, and ready to use.

    RFPSOQPrequal
SHT  M-04Detail — Project Record

Detail callout

See every detail, at a glance.

Every record captured with the specifics proposal teams actually reach for.

DET / 01Record ✓
Project RecordID 0247

Memorial Healthcare Expansion

Memorial Health System

HealthcareCM at RiskCompleted
Contract Value
$24.5M
Square Ft
185,000
Completion
2024
Location
Portland OR

3-story hospital wing addition including emergency department renovation, 42 new patient rooms, and central utility plant upgrade. Project Manager: Sarah Chen.

As seen in ProjectPortfolio

Built for the built environment

Built for every sector.

From hospitals to highways, ProjectPortfolio handles the full breadth of the built environment.

  • Healthcare
  • Education
  • Commercial
  • Industrial
  • Government
  • Residential
  • Transportation
  • Civil Infrastructure

Whole pursuit workflow

Built for every role on the proposal team.

From daily users to decision-makers, ProjectPortfolio serves the whole pursuit.

R-01

Proposal Team Leads

Spends hours hunting through folders for the right past project.

Match projects by sector, value, and scope in seconds.

R-02

Business Development

Needs to assess firm experience for new pursuits and prequals.

Search the entire portfolio to qualify for any opportunity.

R-03

Principals & Partners

Wants confidence that proposal data is accurate and complete.

A single source of truth for every project delivered.

R-04

Operations Leaders

Tired of tribal knowledge walking out the door when PMs leave.

Preserve institutional memory in a structured, searchable database.

Directness over salesmanship

One plan. Everything. No per-user charges.

Transparent pricing, honest capabilities, no inflated claims — and no annual contract.

$179/month

USD · unlimited users · unlimited projects

Month-to-month; cancel anytime. No per-seat pricing.

  • 01Unlimited projects and project data
  • 02Unlimited team members
  • 03Instant search across your portfolio
  • 04Sector, value, and location filtering
  • 05Proposal and SOQ export
  • 06All project data fields captured
  • 07Team-based project tracking
  • 08Secure cloud hosting

Common questions

Is there a minimum commitment?
No. ProjectPortfolio is $179/month with no annual contract required.
What happens when my team grows?
Nothing changes. Unlimited users means unlimited users — whether you have 5 or 500.
Can I import existing project data?
Yes. Import from spreadsheets, legacy databases, and proposal files. We help with the migration.

Ready to find your next project?

Stop searching through folders. Start finding.

Built for the built environment — not imported from Silicon Valley.

M-01REV C