Manage Bids from the Bid Board
Objective
To manage bids from the Bid Board or Portfolio Planning tool.
Background
The Bid Board and Portfolio Planning tools in Procore is where you can easily view and manage all bids that your company has been invited to, without needing to switch between different companies in Procore. You can view all bid details and documents, manage your intention to bid, and begin the takeoff and estimating process, all from the same tool.
Things to Consider
- Required User Permissions for the Bid Board tool.
- Required User Permissions for the Portfolio Planning tool.
Steps
- Navigate to the Bid Board or Portfolio Planning tool.
- Open the bid that you want to manage.
The following actions are available:
Respond to a Bid
- In the 'Invitation to Bid' banner, click Will Bid or Will Not Bid. See Respond to a Bid from the Bid Board.
Archive a Bid
- Click the vertical ellipsis
icon at the top of the page and select Archive.
OR - If you clicked 'Will Not Bid' in the 'Invitation to Bid' banner, you can click Archive in the same banner.
Unarchive a Bid
- Click the vertical ellipsis icon at the top of the page and select Unarchive.
Delete a Bid
- To delete the bid and send it to the Archived section:
- Click the vertical ellipsis icon at the top of the page and select Delete.
This moves the bid to the 'Archived' section before it is automatically deleted after 30 days.
- Click the vertical ellipsis
- To permanently delete a bid:
- Click the vertical ellipsis icon at the top of the page and select Delete Permanently.
- Click Delete Permanently again to confirm the deletion.
- Click the vertical ellipsis