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Procore

Add Notes to the Bid List

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Objective

To add notes to the bid list. 

Things to Consider

  • Required User Permission:
    • To create, edit, or delete bid notes on a bid package, 'Admin' on the project's Bidding tool.
      OR
    • To view bid notes on a bid package, Standard' level permission on the project's Bidding tool. 
      OR
    • To create, edit, or delete bid​​​​​​​ notes on a bid​​​​​​​  package as a user with 'Standard' or 'Read Only' level permission to the Bidding tool, the 'Create bid​​​​​​​  Note', 'Edit Bid​​​​​​​ Note', or 'Delete Bid​​​​​​​ Note' granular permission must be enabled on the permission template associated with your user account on the project. See "Grant Granular Permissions in a Permission Template" in the See Also section below.

Steps

  1. Navigate to your project's Bidding tool. 
  2. Click View next to bid package you want to add notes to.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + button that appears. 

    add-notes-to-bid-list.png
     
  4. Type in the text you want entered as the note. To save the note, click out of the text box or press ENTER on your keyboard. You can add as many notes as you want, and will be sorted in order of most recent. 

See Also