Edit Project Bidding Configuration

Objective

How to edit your default project bidding configuration.

Background

When a member of your project team creates a bidding package (see Create a Bid Package), the project's Bidding tool will pull the information for the bid package (such as the Bid Invitation Email, Bid Instructions, and Bid Submission Confirmation Message) from one of three places:

• Company Level Admin: If your company has set the configuration for the Bidding tool at the Company level, the configuration settings that you define will be used on all new projects. See Set the Default Company Bidding Configuration.
• Project Level Admin:
  • If you want to edit the configuration settings of a specific project to customize the outgoing emails from the Bidding tool for a specific project office, see the Steps below.
  • If your company has offices operating as subsidiaries of a specific division and you want your company's division information included in outgoing emails from the Bidding tool, send an email to your Procore point of contact to request to enable project office divisions. Then see the Steps below.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Admin tool. 
• Prerequisites:
  • Ensure that the desired project offices have been added to Procore. See Add Office Locations.
  • Ensure that the desired project offices have been associated with the project. See Associate Office Locations to a Project. 

Steps

1. Navigate to the project's Admin tool.
2. Under 'Tool Configuration', click Bidding. 
3. Select the Office Location to be displayed for Bid Communications from the drop down menu. 
4. Edit the text in the following fields:
   • Project Description: Enter the project information that you would like the system to send to invited bidders.
   • Bidding Instructions: Enter any instructions pertaining to your project's bidding process.  
   • Bid Submission Confirmation Message: Enter the confirmation message that you would like bidders to see when they submit a bid.
5. Click Save.

   SUPERUSER NOTE:
   To enable the Project Office Division option in the Send Bid Documents From menu for an authorized user, see Superuser Settings in the Company Admin Tool. 

   Requests can only be accepted from a user who has been granted 'Admin' level permission on BOTH the project's Admin and Bidding tools.  

See Also

• Create a Bid Package
• Set the Default Company Bidding Configuration