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
Archive a Bid
Unarchive a Bid
Delete a Bid

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.
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.