Bridge the gap between you and your business development by tracking your project opportunities in Bridgit Bench with Pursuit Tracking.

Projects > List / Gantt

Table of Contents

• What are Pursuits in Bridgit Bench?
• Handling Opportunities and Awarded Projects
• How to Create an Opportunity

What are Pursuits in Bridgit Bench?

Pursuits are opportunities for potential projects. Add projects as an Opportunity and plan project teams without impacting the utilization or availability of their staff.

Pursuit Win Percentages track the likelihood of a pursuit project being awarded. The Win % field is only available when the project status is "Pursuit" and will be removed when the status is changed to "Awarded". 

Learn more about reviewing Pursuits here.

If an opportunity is won, the project can be updated. This will make the project live and will assume the current date-dependent status (ie. Active, Upcoming, Complete).

Opportunities can be updated to Cancel Project or Delete Project with the   icon. 

Handling Opportunities and Awarded Projects

Select this article for more info on canceling awarded projects. Canceled projects can be reactivated at any time.

Note: Deleting a project removes all project data and is a permanent action and cannot be undone. Learn more about deleting projects here.  

In the Projects List view, if a project is added as an opportunity, the project status will be “Pursuit”. The project status will appear as "Lost" if the opportunity is lost. 

How to Create an Opportunity

Select the    icon on the top-right, then select New Opportunity. Complete the New Project workflow then select Add Project in the modal: