Why This Matters

Getting this feature set up correctly saves you time and reduces errors in your daily workflow. Let's walk through it step by step so you can get back to running your business.

To align project stages between your Sales Organization and EPC Organization, you can enable the EPC Project Stage Mapping setting in your organization settings. This feature allows you to map stages from the sales organization to corresponding stages in the EPC organization within the database. Once enabled, this mapping helps ensure consistency in stage tracking and allows projects to be filtered based on the mapped EPC stages. Follow the steps below to enable this feature.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Go to "Settings."

Step 2

Scroll down and click "Project Settings."

Step 3

Click the "Edit" button.

Step 4

Toggle on "Enable EPC Project Stage Mapping."

Step 5

Click "Update" to save changes.

Pro Tips

💡 Pro tip: Bookmark this page for quick reference when you need a refresher.
📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-07-23 · Source: How to Enable EPC Project Stage Mapping to Sales Organizations