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Set Bidder Information at the Project Level

It is best to set bidder information at the Company level since Company level information will transfer over to the Project level. However, you may also set project-specific bidder information that will not link with the Company level Directory.

Objectives

  1. To set bidder information for companies in your project's Directory tool.

Things to Consider

  • Required User Permission: 'Admin' on the project's Directory tool.
  • To set a default bid invitee list for a company, you must edit the bidder information from the company level Directory tab. For more information, see Set Bidder Information at the Company Level

Steps

  1. Navigate to the project's Directory tool.
  2. Click Edit next to the desired company.
  3. Click the Bidder Info subtab.
  4. Place a mark in the checkboxes that are appropriate for the company. 

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  5. Set trades and cost codes so that company will appear when searching by trade or cost code in the Bidding tab.
    • Cost Code: Select which cost codes apply to this company/cost codes you wish to search for and have this company pull up when searching for bidders on a bid package.
    • Trade: A generic description to classify what kind of work this company does. (i.e. Electrical, Mechanical, HVAC, etc.) If this is not set up already, you can add trades to your company by following the instructions in Add or Delete Trades.

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  6. Leave a Comment: This section is designed to assist you in your decision making when searching for bidders.
    • You have the option to leave a comment on their work rate their work with a 1-5 star system. (Note: The star rating system will appear when searching for bidders in Procore.)
    • Attach any relevant files for your records.
  7. Click Save to save your changes.
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Last modified
16:27, 4 Apr 2017

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