References
Build and maintain profiles and projects, then attach them to active pipeline tenders.
References
References are a dedicated area in the main sidebar navigation.
They are split into:
- Profiles (people)
- Projects (past work)
Profiles
Use Profiles to store team qualifications and delivery capability.
Typical profile content:
- name and role
- contact details
- experience areas
- certifications
- skills
- education
You can:
- create, edit, and delete profiles
- search profiles
- switch between card and table view
Projects
Use Projects to store track record and delivery examples.
Typical project content:
- title and client
- description and value
- dates and duration
- industry and keywords
- deliverables
- team members
You can:
- create, edit, and delete projects
- search and filter projects
- switch between card and table view
Using References in Pipeline
Inside a Pipeline tender, open the References tab to:
- add/remove profiles
- add/remove projects
- build a stronger submission package
Best Practice
Keep profiles and projects updated before deadlines. This makes tender preparation faster and cleaner.
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