What happens when I update a project to the new bid management experience?

Background

Procore has released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.

Answer

When a project's Bidding tool is updated to Bid Management Enhanced Experience, Procore automatically transfers existing information (such as bid package names, bidders, and other details) from the old experience to the new experience. 

 Note
For information on the differences between the old and new bid management experience, see What is the difference between the old and new bid management experience in the Bidding tool?

However, in order to preserve data and keep bids separate in the new experience, Procore automatically creates a bid form for each bidder. When you click on a bid package in the project, you'll see bid forms that are titled with the companies' names.

For example, if there were three (3) bidders in a bid package, you will see three (3) separate bid forms within that bid package. Refer the image below to see where this information is shown.

new-bid-mgmt-experience.png

See Also