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Bid Board

Procore's Company level Bid Board tool allows you to easily view and manage all bids that 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. After a bid is awarded, you can add the project to your Portfolio, which will add a new project in Procore and allow you to continue working in the Estimating tool.

  • Manage estimating pipeline
  • Easily move projects from bid board into the course of construction
  • All Procore Bid invites from all solicitors will be displayed

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 Note
See Estimating for additional videos related to Procore Estimating.
 Tip

To browse and search all Procore training videos, visit our video library.

Bid Board Overview
 
Create a Bid Board Project
 
Bid Board Templates
 
Convert Bid Board Project to Portfolio Tool
 

Bid Board/Portfolio Planning

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the company's Bid Board tool?

Action

None Read Only Standard Admin Notes

Add a Bid Board Project to the Portfolio Tool

 Web

      icon-mindtouch-table-check.png Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects.

Add a Change Order for an Estimate

 Web

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Add an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Add and Manage Internal Notes in a Bid Board Project

 Web

 

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  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add and Manage Tasks in a Bid Board Project

 Web

 

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  • Can Manage Notes and Tasks
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Add Inclusions and Exclusions

 Web

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Add Items to a Cost Catalog from Estimating

 Web

      icon-mindtouch-table-check.png Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.

Add Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Apply a Template in the Bid Board Tool

 Web

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Assign a Budget Code from an Estimate

 Web

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Configure Bid Board Tool Settings

 Web

      icon-mindtouch-table-check.png Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool.

Configure Settings for an Estimate in the Estimating Tab

Web

   

 

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Copy a Group to Another Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy or Move a Group to Another Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Copy a Takeoff Group

 Web

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Copy a Takeoff Layer

 Web

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Create a Project in the Bid Board

 Web

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Create a Purchase Order from an Estimate

 Web

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Delete a Project on the Bid Board

 Web

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Delete Documents from a Bid Board Project

 Web

 

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  • Can Manage Documents
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Delete a a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Download Documents from a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Edit a Bid Board Project

 Web

 

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  • Can Edit Project Details
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Edit a Bid Proposal with the Proposal Builder

 Web

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Edit an Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Edit Project Stages on the Bid Board

 Web

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Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export a Bid Proposal

 Web

 

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  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export an Estimate

 Web

 

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  • Can Export Estimate and Documents
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Export the Bid Board List View

 Web

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Generate Bid Estimates

 Web

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Lock and Unlock Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Manage Bids from the Bid Board

 Web

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Manage Inclusion and Exclusion Libraries

 Web

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Merge Estimates

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Move a Group of Takeoff Layers to a New Estimate

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Move a Group of Takeoff Layers to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Run Automated Area Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Search for and Filter Projects on the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

Set a Bid Board Project as a Template

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Split Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.

Submit a Bid Proposal

 Web

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Upload Documents to a Bid Board Project

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
 

View an Estimate

 Web

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View Any Bid Board Project

 Web

 

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  • Can Access Projects for all Users

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  • Can Access Projects for all Users
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View Bid Board Projects as the Assigned 'Estimator'

 Web

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Free Procore Accounts

Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Show/Hide Permissions  

 Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png 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

Add an Estimate

 Web

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Add Takeoffs

 Web

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Apply a Template in the Bid Board Tool

 Web

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Configure Settings for an Estimate in the Estimating Tab

Web

 

 

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Copy a Takeoff Group

 Web

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Copy Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Project in the Bid Board

 Web

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Delete a Takeoff Group

 Web

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Delete Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete a Project on the Bid Board

 Web

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Edit Project Stages on the Bid Board

 Web

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Edit an Estimate

 Web

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Expand or Collapse Takeoff Groups

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export an Estimate

 Web

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Export the Bid Board List View

 Web

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Generate Bid Estimates

 Web

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Lock and Unlock Takeoff Layers

 Web

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Manage Bids from the Bid Board

 Web

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Move a Takeoff Layer to a New Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a Takeoff Group

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Respond to a Bid from the Bid Board

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set a Bid Board Project as a Template

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Set the Drawing Scale for Takeoffs

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Show or Hide Takeoff Layers

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Submit a Bid Proposal

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users also must be designated as a Bid Contact.

Upload Documents to a Bid Board Project

 Web

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View an Estimate

 Web

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View Bid Board Projects

 Web

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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

TOGGLE ROUNDING FOR QUANTITIES USING 'EA' UNIT OF MEASURE (05/13/2024) 

When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.

View Notes and Summary in the Side Panel (05/07/2024)

You can now opt to view an estimate's notes and summary in a side panel, so you can see the estimate, notes, and summary at the same time. See View an Estimate.

Single Select Custom Fields Available for Bid Board (03/28/2024)

Single-select fields added to the 'Admin (Project Level)' fieldset are now shown on the Bid Board. Information in the field carries over when a project is moved from the Bid Board to the Portfolio tool. See What are custom fields and which Procore tools support them?

Subparts Displayed when Exporting an Estimate to Excel (02/23/2024)

When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is $0. If an assembly price is overridden, the assembly price is shown, but the subparts show as $0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.

Regional Display for Date and Time (01/16/2024)

The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.

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, Bid Board, and Portfolio Planning 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-open-in-new-tab.png 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 and Portfolio Planning tools 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 and Portfolio Planning tools, 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 and Portfolio Planning tools 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 and Porftolio Planning tools 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 and Porftolio Planning tools have 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 and Portfolio Planning tools. 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 and Portfolio Planning tools. 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.