Bid Board
Bid Board
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take the action with this permission level AND one or more granular permissions.
What granular permissions are available for the company's Bid Board tool?
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Add a Bid Board Project to the Portfolio Tool |
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Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
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Add a Change Order for an Estimate |
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Add an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Add and Manage Internal Notes in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add and Manage Tasks in a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Add Items to a Cost Catalog from Estimating |
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Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool. | |||
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Add Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Apply a Template in the Bid Board Tool |
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Assign a Budget Code from an Estimate |
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Configure Bid Board Tool Settings |
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Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
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Copy a Group to Another Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy or Move a Group to Another Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Copy a Takeoff Layer |
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Create a Project in the Bid Board |
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Create a Purchase Order from an Estimate |
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Delete a Project on the Bid Board |
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Delete Documents from a Bid Board Project |
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Delete Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Download Documents from a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Edit a Bid Board Project |
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Edit a Bid Proposal with the Proposal Builder |
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Edit an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Edit Project Stages on the Bid Board |
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Expand or Collapse Takeoff Groups |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export a Bid Proposal |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export an Estimate |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Manage Bids from the Bid Board |
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Merge Estimates |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Respond to a Bid from the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Run Automated Area Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Search for and Filter Projects on the Bid Board |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | ||
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Show or Hide Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Split Takeoff Layers |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
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Submit a Bid Proposal |
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Upload Documents to a Bid Board Project |
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Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
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View Any Bid Board Project |
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View Bid Board Projects as the Assigned 'Estimator' |
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Free Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
How do permissions work for free Procore accounts?
| Action | None | Member | Team Administrator | System Administrator | Notes |
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Add an Estimate |
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Add Takeoffs |
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Apply a Template in the Bid Board Tool |
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Copy Takeoff Layers |
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Create a Project in the Bid Board |
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Delete Takeoff Layers |
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Delete a Project on the Bid Board |
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Edit Project Stages on the Bid Board |
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Edit an Estimate |
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Expand or Collapse Takeoff Groups |
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Export a Bid Proposal |
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Export an Estimate |
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Export the Bid Board List View |
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Generate Bid Estimates |
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Lock and Unlock Takeoff Layers |
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Manage Bids from the Bid Board |
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Move a Takeoff Layer to a New Group |
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Respond to a Bid from the Bid Board |
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Set a Bid Board Project as a Template |
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Set the Drawing Scale for Takeoffs |
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Show or Hide Takeoff Layers |
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Submit a Bid Proposal |
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Users also must be designated as a Bid Contact. | |
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Upload Documents to a Bid Board Project |
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View Bid Board Projects |
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Below are the notable changes to the Company level Bid Board tool (also known as the Portfolio Planning tool in some accounts).
Note: See Estimating Release Notes for related release notes.
Recent Changes
ERP COST CODES AVAILABLE IN THE COST CATALOG (12/01/2023)
ERP Cost Codes can now be added to the Cost Catalog for ERP-integrated companies. When using the Cost Catalog, you ERP codes can be applied across all projects using the Estimating and Bid Board tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalog.
View Cover and Appendix Pages for Bid Proposals (11/30/2023)
When looking at a bid proposal on the bid tab, you can preview the cover page or appendix page by clicking the open in new tab 
icon. See Generate a Bid Proposal.
Edit Cost Item Description In Line (11/27/2023)
Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.
Bulk Reset Estimate Quantities (11/20/2023)
If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.
Move Takeoff Layers to a New Group (11/16/2023)
You can move takeoff layers to a new group. See Manage Takeoffs.
Updated Cost Code and Cost Type Settings (11/14/2023)
Cost codes and cost types can now be configured for the Bid Board tool with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Bid Board Settings.
New Search Functionality in Filters (11/09/2023)
When using filters on the Bid Board tool, you can now type into the filter field to easily find the option you want to filter by. See Search for and Filter Projects on the Bid Board.
Permanently Delete Projects (11/09/2023)
You can now permanently delete projects on the Bid Board at any time. Previously, deleted projects would be archived for 30 days before they were deleted permanently. See Delete a Project in the Bid Board.
New Bulk Takeoff Actions (11/08/2023)
Procore has updated the bulk functions to expand or collapse takeoff groups, and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.
ERP Cost Codes added to bid board tool (10/10/2023)
ERP cost codes are now available for use in the Bid Board tool when adding estimates. This new feature applies to all ERP connectors. See Add an Estimate.
NEW POINT-OF-VIEW DICTIONARY FOR OWNERS (05/17/2023)
The Bid Board has been revised to make the language more accessible for the owner audience. When applied to your company's Procore account, the owner point-of-view dictionary changes the labels and names of particular tools and objects in the user interface. For example, owners will now see Portfolio Planning as the tool name instead of Bid Board. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
set and apply project templates in the bid board tool (02/08/2023)
You can now set multiple projects as templates and apply them to other projects within the Bid Board tool. See Apply a Template in the Bid Board Tool and Set a Bid Board Project as a Template.
change column from 'requested bid item' to 'cost code' IN THE BID BOARD TOOL (02/06/2023)
A ‘Requested Bid Item’ column has been added for estimates in the Bid Board. See Add an Estimate. After a project has been added to the Portfolio tool in Procore, you can switch the column name from ‘Requested Bid Item’ to ‘Cost Code’ to select your own cost codes.