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Procore

Search, Filter, and Group the Bid List

Objective

To search, filter, and group the bid list to a more specific view.

Things to Consider

  • Required User Permission: 'Admin' level users on the Bidding tool and 'Standard' level users that have been added to the Bid Package distribution list.
  • You can filter and group the bid list at the same time.

Steps

Search the Bid List

Filter the Bid List

Group the Bid List

Search the Bid List

  1. Navigate to the project's Bidding tool.
  2. Click View next to the Bid List you want to Search.
  3. Type a keyword in the Search field.
    The search query's scope includes the following:
    • Company Name
    • Recipient Name
  4. Click the magnifying glass icon or press Enter on your keyboard to initiate the search.

    search bid package 1.jpg

Filter the Bid List

  1. Navigate to the project's Bidding tool.
  2. Click View next to the Bid List you want to filter.
  3. Click the Add Filter drop-down at the top of the page and select one of the following filters:
    • Company Name
    • Intent to Bid
    • Submission Status
    • Cost Codes
    • Trades
    • Company City
    • Company State
    • Company Zip
    • Vendor Qualifications
  4. Select another filter to specify your results even further.

    filter bid list.jpg

 

Group the Bid List

  1. Navigate to the project's Bidding tool.
  2. Click View next to the Bid List you want to group.
  3. Click the Group by drop-down menu at the top of the page and select one of the following items to group your bid list by:
    • Intent to Bid
    • Submission Status
    • Cost Codes
    • Trades

      group by bid list.jpg

 

 

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