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Procore

Add a Custom Bid Type

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Objective

To add a list of bid types to your company account's in the Company level Admin tool. 

Background

If you want to be able to view and filter projects by Bid Type, you can add a list of bid types to the Project Settings Defaults page in the Company level Admin tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • There is no limit to the number of bid types you can create.
    • You can classify projects by bid type when you add a new project. See Create a New Project.
  • Limitations:
    • You cannot delete a bid type from this list when it is assigned to one (1) or more projects in your company's Procore account.

Steps

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings,' click Defaults.
  3. Scroll to the 'Bid Type' section.
  4. Click Create.
  5. Enter a name for the Bid Type.
  6. Click Create. 
  7. Repeat the step above for each desired bid type.
    Note: The bid types you create here will affect new projects only. Changes are not applied retroactively to existing projects.