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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.
  • Additional Information:
    • The Bidding Report is only available from the Overview subtab.
    • 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 bid 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. In the Overview subtab, click the vertical ellipsis (⋮) at the top of the page. 

    view-bidding-options-menu.png
  4. In the drop-down menu, click Email Bidding Report.

    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

See Also

If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.

 

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