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Customize the Column Display in the Bidding Tool

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Objective

To customize the columns in the project's Bidding tool.

Background

You can customize the columns in the Bidding tool so it shows data that is relevant to you and your project. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool.
    This reveals the Bid List.
  2. In the Bid List tab, click the vertical ellipsis (⋮).
    This opens the Show, Hide, or Reorder Columns shortcut menu.

    customize-column.png
  3. Choose from these options:
    • Show a Column
      Mark the checkbox next to a column to show on the Bid List page.
    • Hide a Column
      Remove the mark from the checkbox that corresponds to the column to hide on the Bid List page.
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list.

      reorder-column.png
       
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu to restore to the original column settings.

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 .