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Procore

Create a Bidding Report

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Objective

To 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 tab.
    • 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. Open the bid package you want to create a report for.
  3. Click the Overview tab. 
  4. Click the vertical ellipsis  icon-ellipsis-vertical.png  icon at the top of the page. 
  5. 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.

See Also