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Jobs

Each Job is your central workspace for a single bid or project. All plan sets, RFPs, RFIs, scope docs, budget, schedule, and procurement live inside one job so everything stays connected.

Best Practices

Start with Intake

Upload your plan set first — Plandini extracts sheet-by-sheet scope, equipment, and RFI candidates automatically. The richer your Intake, the smarter every downstream tool gets.

Check the Quote-Ready %

The donut gauge on the job dashboard shows how complete your bid is across all seven phases. Each ring segment tells you exactly what's still missing — hover to see the breakdown.

Use the Phase Sidebar

Navigate Intake → Understand → Quantify → Price → Procure → Clarify → Deliver in order. Plandini's reasoning improves at each step as more context accumulates.

Use the 💡 Suggest button to request new guides or features.