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Bidding: (Beta) Bid Management 2.0

This announcement represents a single point in time. Future releases may impact the information below.
Updated: August 17, 2022


 

 

New Bid Management Experience

Bid Management 2.0 is a new bid management experience that is gradually being introduced into Procore's Bidding tool. This experience is currently in an open beta, and can be opted into on a project-by-project basis, or at the Company level if you want to apply it to all projects in the account.

 Note
To learn how to opt in to the new experience, see How do I opt in to the new Bidding experience?

See the information below to learn about the following features that are included at this time:

 


Create and Manage Custom Bid Forms

Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. In addition, the use of bid forms allows for bid leveling on submitted bids. See Create a Bid Form.

Details

  • There can be multiple bid forms per bid package.
  • You can preview the bid form before sending it out.
  • Bidders will be able to add their own inclusions, exclusions, comments, and attachments to their bid submissions.
  • If you create a new company on the Bidders tab, the contact will be added to the Company level Directory tool.

Overview

When creating a new bid form, you can add line items and details to the 'Base Bid' and 'Alternates' sections on the Bid Form tab. All line items added to the Base Bid and Alternates sections will be sent to any bidders invited to the bid form.
Note: You can add additional sections to Base Bid and Alternates.

create-bid-form-base-bid.png

After filling out the necessary information, you can add bidders on the Bidders tab. See Find and Invite Bidders to a Bid Form.

bid-form-bidders-tab.png

Companies are pulled from the Company level Directory tool. If a company is not yet in the Directory tool, you can click Add Company on the Bidders tab to add them as a new contact.

bid-form-add-new-company.png

When you are ready to invite the bidders to bid, you can click Invite from the drop-down menu or the 'Invite Outstanding Bidders' banner.

bid-form-invite.png

 

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Level and Compare Submitted Bids

The Bid Leveling feature for bid forms in the Bidding tool allows you to compare bids so that you can more easily decide who to award a contract to. See Level Bids for a Bid Form for more information.

Details

  • You can level and compare bids after bids have submitted for a bid form.
  • You can configure columns (choose from 3 different row heights and show or hide columns), and export the bid leveling data to a CSV file.

Overview

To begin comparing bids, click the Bid Leveling tab for the relevant bid form.

view-bid-leveling-tab.png

Bids are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.

bid-leveling.png

Click Configure Columns to choose which columns you want to see and also adjust the size if needed.

 

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Award a Bid and Convert it to a Subcontract or Purchase Order

New

Similar to the original Bidding experience, you can now award a bid and convert it to a contract in the project's Commitments tool. See Award a Bid and Convert it to a Subcontract or Purchase Order (Beta).

After you have decided who to award the bid to, you can click the Award Bidder drop-down menu, which is visible after clicking the bidder company name, or in the table view as shown below.

bidding-award-bidder-menu.png

After you select the type of contract you want to convert the bid to, you'll be directed to the Schedule of Values tab in the project's Commitments tool, where you can then email out the contract.

 

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How do I opt in to the new Bidding experience?

The Bid Management 2.0 beta can be enabled on specific projects, or all projects on the account.
Note: Users with 'Admin' permissions to a project's Bidding tool can enable the experience at the Project level for that particular project. Only Company level Admin users can enable the experience for all projects in the account.

 Warning

Updating projects to Bid Management 2.0 is final. After you agree to the terms and confirm that you want to update, projects cannot be switched back to the legacy experience.

If you want to try out the new experience, we recommend enabling it within a specific project as opposed to enabling it for all projects.

Enable Bid Management 2.0 for a specific Project

  1. Navigate to the project's Bidding tool.
    An 'Introducing Bid Management 2.0' banner is shown at the top of the page describing the new bidding experience.

    bm2.0-banner.png
  2. Click Review Terms.
  3. Read the message explaining the beta.
  4. Click 'beta participant terms' next to the checkbox.
    This opens the terms in a new tab.
  5. Read through the 'Procore Beta Participant Agreement'.
  6. If you agree with the terms, mark the checkbox and click Accept Terms.
    bm2.0-agree-accept-terms.png
  7. Read the message explaining how the update will work.
  8. If you are certain you want to update to the new experience, click Update.
    The project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing bid packages during this time to avoid any potential of data loss.

Enable Bid Management 2.0 for All Projects

 Caution
Only enable Bid Management 2.0 at the Company level if you are certain you want to update ALL projects on the account to the new experience. Projects cannot be switched back to the legacy experience after agreeing to update.
  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Bidding.
    An 'Introducing Bid Management 2.0' banner is shown at the top of the page describing the new bidding experience.

    bm2.0-banner.png
     
  3. Click Review Terms.
  4. Read the message explaining the beta.
  5. Click 'beta participant terms' next to the checkbox.
    This opens the terms in a new tab.
  6. Read through the 'Procore Beta Participant Agreement'.
  7. If you agree with the terms, mark the checkbox and click Accept Terms.
    bm2.0-agree-accept-terms.png
     
  8. Read the message explaining how the update will work.
  9. If you are certain you want to update to the new experience, click Update.
    Each project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing bid packages during this time to avoid any potential of data loss.

 

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FAQ

 

Why use Bid Forms Instead of Bid Packages?

Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. In addition, the use of bid forms allows for bid leveling on submitted bids.

What permissions are required to view a bid form?

Users must have 'Read Only' or higher level permissions to the project's Bidding tool and be added to the 'Bidding CC Group'.

Can I modify the columns on a bid form?

Yes. You can adjust the sizing of the columns and pin them to a certain side. See Modify Columns on a Bid Form.

Can I Switch back to the old bidding experience?

No. Once you update a project to the new experience, it cannot be switched back.

Will more features be added?

Yes. The new bidding experience is still is a beta phase and additional features are planned for development.
 

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If you would like to learn more about Procore's bidding software and how it can help your business, please visit our construction bidding software product page icon-external-link.png.

 

If you would like to ask questions or share any feedback, please contact support@procore.com.