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Project Inbox (ITBs) vs. Opportunities vs Project WIP: what's the difference?

Learn more about the three phases of a project in Riffle

Written by Jen Gadus

Project Inbox

  • Houses all of the ITBs Riffle has found for your team; think of them as your inbound leads.

  • Occasionally, if Riffle cannot find a source project, you will also see addendums & project updates come through on this list.

  • Note, if you have already accepted a project, Riffle will list additional bidders as a separate ITB, so you always know when a new bidder comes in.

    • You can easily add bidders to existing projects using the "Move company to bidders..." quick action on the Project Inbox page.
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      An example of where to find the "Move company to the bidders list..." quick action

Opportunities

  • Houses all of the ITBs your team has accepted.

  • Includes only bids/projects your team wants to actively pursue & track.

  • Enables the Estimate Builder so you can build out your proposal and keep track of your bid details.

Project WIP

  • Houses all projects where you were awarded the winning bid.

  • Includes only projects you have been awarded.

  • Enables a suite of project management features to help you plan your project, manage purchasing, and track job costs in real time.

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