Planroom
- Last updated
- Nov 10, 2023
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Procore's Company level Planroom tool gives users the ability to view and submit bid packages. To use this tool, you must be invited to bid on a project.
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- Why am I unable to download and open a .ZIP file from Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Can bidders submit their bid via email or must they sign in?
- How can my company receive bid invitations through the Procore Construction Network?
- Can I remove a line item from a bid?
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Submit a Bid
- Can I remove a line item from a bid?
- Can bidders submit their bid via email or must they sign in?
- How can I troubleshoot an issue with the Procore Web Application?
- How can my company receive bid invitations through the Procore Construction Network?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Why am I unable to download and open a .ZIP file from Procore?
Planroom
Learn which user permissions are required to take the described actions in this tool.
Important
Bidders must be added to the Company level Directory in order for you to invite them to bid on a project. Once a company is added to a bid package, bidders within that company will automatically be given access to the Planroom upon logging into Procore.
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.
| | 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.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Check the Status of your Bid |
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Configure Advanced Settings: Planroom |
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Download Bid Documents |
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Indicate your Intention to Bid |
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Submit a Bid |
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Submit a Pre-Bid Question |
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Update a Submitted Bid |
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View a bid package you have been invited to |
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View the Planroom tool | ![]() ![]() ![]() |
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Below are the notable changes to the company's Planroom tool.
Recent Changes
Enhanced Planroom Experience (04/22/2025)
The Planroom user interface is being enhanced to provide a more seamless, user-friendly experience. There is no change to functionality. See Planroom Tutorials.