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Procore

View the Bid Board

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Objective

To view your company's 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 your company has been invited to. 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

Steps

  1. Navigate to the Bid Board or Portfolio Planning tool.
  2. See the information below related to viewing the Bid Board:

View Projects by Stage

Projects are organized by the following statuses, which appear as tabs at the top of the page:
Note: Since project stages can be renamed, you may see different stages in your account (excluding Invitations and Archived). See Edit Project Stages on the Bid Board.

  • Invitations: This lists all bid invitations that have been sent to individuals within the company.
  • To Do: This lists bids that have the status set to To Do.
  • Estimating: This lists all bids that have the status set to Estimating.
  • Bid Submitted: This lists all bids that have been submitted.
  • Accepted: This lists all submitted bids that have been awarded.
  • In Construction: This lists all bids that have the status set to Construction.
  • Complete: This lists all bids that have the status set to Complete.
  • Delayed: This lists all bids that have the status set to Delayed.
  • Lost: This lists all submitted bids that were not accepted.
  • Archived: This lists all bids that have been archived. See Manage Bids from the Bid Board.

Note: A badge icon is shown under each stage to indicate how many project are currently in that stage. You can click on a project stage name to view all projects that are currently in that stage.

View Bids on the Invitations page

Bid invitations are organized by the following:

  • Name: The name of the bid.
  • Project: The name of the project associated with the bid.
  • Company: The name of the company who sent the bid invitation.
  • Due Date: The due date that has been set for the bid.
  • Bid Intent: The current bid intent. 'Undecided' is shown if a response has not been selected. See Respond to a Bid from the Bid Board.

View Project Information

In the table for all tabs other than the Invitations tab, the following information is shown for each bid or project:

  • Name: The name of the bid.
  • Description: The description for a project, if entered.
  • Due Date: The due date that has been set for the bid.
  • Estimator: The name of the individual who has been assigned as the Estimator for the project.
  • Total Sales: The total number of sales.
  • Info: A quick reference summary of the project's sales, tasks, notes, and creation date.
  • Status: The current status of the project. Click the drop-down menu to change the status if needed.

View an Individual Bid

  1. In the Name column, click the name of the bid that you want to view.
  2. All details of the bid are shown on the Overview page.
    Note: If the bid was sent from a company in Procore, you can view the same bid package information that you would normally need to navigate to the relevant company's Planroom tool to view. You can respond to the bid by clicking Will Not Bid or Will Bid in the 'Invitation to Bid' banner at the top of the Overview page. See Respond to a Bid from the Bid Board.
  3. To view bid documents, click the Documents tab.

Note: Information in the 'Project Details' and 'Bid Overview' sections is copied over from the bid package in Procore. However, you can edit information such as the project name in the 'Estimate Details' section if needed.