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Your project database, built for proposals

From scattered files to a searchable database.

ProjectPortfolio captures every project detail — client, scope, value, delivery method, team — and makes it instantly retrievable for your next pursuit.

The sequence

From scattered files to searchable database.

Four steps between your team and instant access to every past project.

STEP 01

Capture Every Detail

Import project data from spreadsheets, proposals, and legacy systems. Client, scope, contract value, delivery method, square footage, key personnel, outcomes — all structured and stored.

STEP 02

Organize by What Matters

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

STEP 03

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 spreadsheets.

STEP 04

Export Directly to Proposals

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

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

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.

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