Portfolio Planning

Bid Board/Portfolio Planning

Paid Procore Accounts 

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 Permissions

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

 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.

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					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
Add an Estimate  Web					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		Can Manage Notes and Tasks			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		Can Manage Notes and Tasks			Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Add Inclusions and Exclusions  Web
Add Items to a Cost Catalog from Estimating  Web					Users also need 'Standard' level permissions or higher to the Company level Cost Catalog tool.
Add Takeoffs  Web					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
Assign a Budget Code from an Estimate  Web
Configure Bid Board Tool Settings  Web					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
Copy a Group to Another Project  Web					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					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Copy a Takeoff Group  Web
Copy a Takeoff Layer  Web
Create a Project in the Bid Board  Web
Create a Purchase Order from an Estimate  Web
Delete a Project on the Bid Board  Web
Delete Documents from a Bid Board Project  Web		Can Manage Documents
Delete a a Takeoff Group  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Delete Takeoff Layers  Web					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					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Edit a Bid Board Project  Web		Can Edit Project Details
Edit a Bid Proposal with the Proposal Builder  Web
Edit an Estimate  Web					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
Expand or Collapse Takeoff Groups  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Export a Bid Proposal  Web		Can Export Estimate and Documents			Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Export an Estimate  Web		Can Export Estimate and Documents			Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Export the Bid Board List View  Web
Generate Bid Estimates  Web
Lock and Unlock Takeoff Layers  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Manage Bids from the Bid Board  Web
Manage Inclusion and Exclusion Libraries  Web
Merge Estimates  Web					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					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					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Rename a Takeoff Group  Web					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					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Run Automated Area Takeoffs  Web					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					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
Set the Drawing Scale for Takeoffs  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Show or Hide Takeoff Layers  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Split Takeoff Layers  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
Submit a Bid Proposal  Web
Upload Documents to a Bid Board Project  Web					Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'.
View an Estimate  Web
View Any Bid Board Project  Web		Can Access Projects for all Users	Can Access Projects for all Users
View Bid Board Projects as the Assigned 'Estimator'  Web

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.

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
Add Takeoffs  Web
Apply a Template in the Bid Board Tool  Web
Configure Settings for an Estimate in the Estimating Tab Web
Copy a Takeoff Group  Web
Copy Takeoff Layers  Web
Create a Project in the Bid Board  Web
Delete a Takeoff Group  Web
Delete Takeoff Layers  Web
Delete a Project on the Bid Board  Web
Edit Project Stages on the Bid Board  Web
Edit an Estimate  Web
Expand or Collapse Takeoff Groups  Web
Export a Bid Proposal  Web
Export an Estimate  Web
Export the Bid Board List View  Web
Generate Bid Estimates  Web
Lock and Unlock Takeoff Layers  Web
Manage Bids from the Bid Board  Web
Move a Takeoff Layer to a New Group  Web
Rename a Takeoff Group  Web
Respond to a Bid from the Bid Board  Web
Set a Bid Board Project as a Template  Web
Set the Drawing Scale for Takeoffs  Web
Show or Hide Takeoff Layers  Web
Submit a Bid Proposal  Web					Users also must be designated as a Bid Contact.
Upload Documents to a Bid Board Project  Web
View an Estimate  Web
View Bid Board Projects  Web

CONFIGURABLE ESTIMATING VIEWS (07/24/2024) 

Configurable estimate table view templates can now be created in the Bid Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Bid Board.

ESTIMATING CONCURRENT USER ACCESS (07/24/2024)

With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.

PRICE PER SQ FT AMOUNTS ADDED TO Estimate SUMMARY (06/17/2024) 

Price per sq ft amounts have been added to the totals within the summary section of an estimate.

UPDATE EXISTING CHANGE EVENTS USING ESTIMATE CHANGE ORDERS (06/17/2024) 

A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating change order. This feature will offer users greater flexibility in the change management process as estimating change orders can now be used to create and update existing change events. See  Send a Change Order to the Change Events Tool.

NOTES COLUMN ADDED TO ESTIMATE TABLE (06/04/2024) 

A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for  each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.

ESTIMATE TABLE VIEW CONFIGURATION (05/28/2024) 

When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.

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. 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.