Booking the Project

Once you’ve been awarded a project, it’s time to officially “book” it in MeasureSquare CRM. This process signals that the job is moving forward and activates several backend automations that help your team begin execution.

This section outlines the key steps to finalize the award, how the CRM updates your project data, and what changes you’ll see in the system once the project is marked as won.

1. Steps to Finalize a Won Project

As soon as the job is awarded, make sure you complete the following actions:

✔ Mark your Bid or Quote as Approved

This step is essential—approval locks in the pricing and automatically contributes the total value of the Bid/Quote to the Project Amount.

✔ Move the project into a “Won” stage

Move the project into the “Won” Stage of your choice. (A “Won” Stage is named to reflect the award and has 100% win probability. These stages are configured inside your Settings -> Pipelines & Stages)

✔ Verify the Project Amount

After approval:

• The Project Amount should match your Bid or Quote total.
  
  

• If someone manually overwrote the amount earlier, the automation may be disabled.
  
  

• In this case, click the orange exclamation point next to the Amount field to Update and re-enable automatic calculation.

Completing these steps tells the CRM that the project is officially awarded and ready for downstream operational processes.

2. What Changes After a Project Is Booked

Once the CRM recognizes the project as awarded, you’ll notice several updates inside the project workspace.

Project Dashboard Metrics

The Dashboard will begin displaying key project metrics, such as:

• Awarded value
  
  

• Margin indicators
  
  

• Cost and revenue summaries
  
  

• Bid totals
  
  

• Labor and material breakdowns

This dashboard becomes your hub for monitoring the project’s financial health and progress.

Project Summary

Your Project Summary will also begin tracking document-level totals, pulling information directly from your approved Bid or Quote.

This provides a clean, high-level view of:

• Pricing sources
  
  

• Total value
  
  

• Key document outputs (Bid, Quote, Change Orders, etc.)
  
  

3. Additional Notes & Best Practices

Optional: Move to a Post-Award Pipeline

Some organizations prefer to transition their Won Projects into a separate pipeline—especially if post-contract work is handled by a different team (e.g., Project Management, Purchasing, or Operations).
This keeps your sales pipeline clean while maintaining visibility into downstream execution.

Link:How to move projects to another pipeline

Schedule of Values (SOV)

If your contract requires an SOV:

1. Navigate to the SOV module
   
   

2. Import your approved Bid or Quote
   
   

3. Begin customizing your breakdown as needed
   
   

Files & Documentation

Use the Files section of the project to store:

• Signed contracts
  
  

• Customer documentation
  
  

• Compliance or insurance documents
  
  

• Drawings and addendums
  
  

Keeping everything in the Files section ensures your team always has quick access to essential documents.