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Procore

Filter and Group the Bid List

Objective

To filter and group the bid list to a more specific view.

Things to Consider

  • Required User Permission: 'Admin' level users on the Bidding tool and 'Standard' level users that have been added to the Bid Package distribution list.
  • You can filter and group the bid list at the same time.

Steps

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to view information on.
  3. Click on the Bidders subtab.

Filter the Bidders List

  1. In the Bidders subtab, click Add Filter.
    filter-bid-list.png
  2. In the drop-down menu select one of the following filters:
    • Company Name
    • Intent to Bid
    • Submission Status
    • Cost Codes
    • Trades
    • Company City
    • Company State
    • Company Zip
    • Vendor Qualifications
  3. Select another filter to specify your results even further.

Group the Bidders List

  1. In the Bidders subtab, click Group By.
    group-bid-list.png
  2. In the drop-down menu select one of the following items to group your Bid list by:
    • Intent to Bid
    • Submission Status
    • Cost Codes
    • Trades

 

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