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Use case

Win more pursuits with your project history

General contractors trust ProjectPortfolio to turn decades of project experience into a searchable, proposal-ready database.

The challenge

  • RFP responses take too long — Your team spends hours — sometimes days — digging through shared drives and old proposals to find relevant past projects.

  • Prequal packages are a scramble — Every prequalification requires project references by sector, value, and delivery method. Pulling that data together is manual and error-prone.

  • Tribal knowledge walks out the door — When a project manager retires or moves on, their knowledge of past projects goes with them.

  • Inconsistent project data — Different people categorize projects differently. One team's 'commercial' is another's 'office building.'

How ProjectPortfolio helps

  • Instant project search — Filter by sector, contract value, delivery method, location, and team. Find the perfect reference project in seconds.

  • One-click proposal exports — Pull project details directly into RFP responses and SOQs. Consistent, complete, and formatted.

  • Centralized institutional memory — Every project, consistently categorized and searchable. No more depending on who remembers what.

  • Sector-specific experience at a glance — See your full portfolio filtered by healthcare, education, commercial — prove your experience to any owner.