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Your project database, built for proposals

From scattered files across shared drives to a single, searchable database. ProjectPortfolio captures every project detail and makes it instantly retrievable.

From scattered files to searchable database

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

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.

Organize by What Matters

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

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.

Export Directly to Proposals

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

See every detail, at a glance

Every project in your portfolio captured with the details proposal teams actually need.

As seen in ProjectPortfolio

Memorial Healthcare Expansion
Memorial Health System
HealthcareCM at RiskCompleted

Contract Value

$24.5M

Square Footage

185,000 SF

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

Built for every role on the proposal team

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

Proposal Team Leads
Spends hours hunting through folders for the right past project to include in a response.

Find matching projects by sector, value, and scope in seconds.

Business Development Managers
Needs to quickly assess firm experience for new pursuits and prequalifications.

Search your entire portfolio to qualify for any opportunity.

Principals & Partners
Wants confidence that proposal data is accurate, complete, and representative.

A single source of truth for every project your firm has delivered.

Operations Leaders
Tired of tribal knowledge walking out the door when project managers leave.

Capture and preserve institutional memory in a structured, searchable database.

Ready to find your next project?

Stop searching through folders. Start finding the right projects instantly.