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Procore

Create a Bidding Report

Objective

Create and email a Bidding report to yourself.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Bidding tool.
  • If you have your bid package set to "Blind Bidding," then you must wait until the Bidding due date has passed in order to email yourself the Bidding package. To learn more about blind Bidding, see Configure Advanced Settings: Bidding.

Steps

  1. Navigate to your project's Bidding tool.
  2. Click View next to the bid package you want to create a report for.
  3. Click Email Me Bidding Report.

    emailbiddingreport.png
    Procore will email you a zip file with a single PDF that contains bid package details, bid list table, and every bid sheet. All attachments to the bid sheet will appear as individual file folders. For an example of the bid report that will be sent to your email, see here

 

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