Project Research

Learn / Business Suite / Projects / Project Research /

Project Research displays a table of all Ganarpro project data, allowing for easy sorting and filtering by location and project phase. The dataset encompasses over 18,000 projects, with the majority being historical. Utilize this tool to view company names and sizes, making it ideal for prospecting or analyzing business opportunities. By default, projects are displayed first by most recent updated. You can sort each row, and the table will remember you last sort selection.

Pipeline Tracker

This system allows for a proactive approach to pipeline management, ensuring that no opportunity is left unattended and that projects are pushed through the sales process efficiently.

Estimate and Proposal Dates:

– **Purpose: These dates help you track when estimates and proposals were saved . They are critical for understanding when you were working on your bid, allowing you to follow up with people in a timely progression.

– **Management Insight:** Tracking when an estimate or proposal enables you to measure how many bids your prepare a day or week and to forecast your follow ups.

Last Contact and Last Visit Dates:

– **Purpose: These dates indicate the last time you communicated with or physically visited the client or project site. This helps ensure that projects stay warm and relationships with stakeholders remain active.

– **Management Insight: By recording last contact and visit dates, you are managing client engagement, ensuring follow-ups are done regularly, and identifying projects that may require more attention to push forward.

– **Management Insight:** This allows for detailed tracking of more nuanced project aspects, helping to provide context to the dates and improve decision-making about the next steps.

By recording these dates, you are ensuring that you can:

– Identify opportunities for follow-ups and maintain momentum on active projects.

– Measure your overall responsiveness to bidding projects (time between proposal and follow-up, last visit, etc.).

Table columns

Project name

City

State/ Province

Square Foot Size

Project Size

Project Type

Company Name

Phase

Estimate

Proposal

Rows per page

You can display 10 projects or up to 200 projects on a single page. For instance, if you select 200 projects but your state of Oklahoma has only 140 projects, all will be shown on one page. If there are 250 projects, they will span across two pages.

Sort

1. Click on any column header to sort the entries either from highest to lowest or in alphabetical order.

2. By selecting a column header, you can arrange its contents either descendingly or in ABC sequence.
3. Choose a column header to organize its data from the largest to smallest values or alphabetically.
4. For sorting in descending or alphabetical order, simply click the respective column header.
5. Tapping a column header will arrange its items from most to least or in an A-to-Z order.

Filter by

To explore the data in detail, choose specific locations or project phases. You can select a maximum of five states or provinces for display. By default, the table shows ‘Active’ projects. However, you have the option to view ‘All’ projects or just ‘Historical’ (completed) projects categorized by phase

Notes

The notes section is used for additional project-specific comments or actions, like quotes sent or further discussions with stakeholders

How to access

Explore project research within the Ganarpro Business Suite. By subscribing to Ganarpro Projects, you gain access to both the Project Board and Project Research. Alternatively, consider our All Services plan, which encompasses Ganarpro Projects. Like all Ganarpro offerings, our research tool is a proprietary cloud-based application. No downloads are required, and it’s accessible from both mobile and desktop devices.