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Procore

Filter and Sort Bidding Information

 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab. The following actions are available:

Filter Information

  1. Click Filters.

    filters.png
  2. To apply filters, click one or more of the following options:
    • Bid Status
    • City
    • State
    • Zip
    • Union Member
    • Authorized Bidder
    • Business Certifications
  3. If you want to remove filters:
    • Click the x on a individual filter to remove it.
    • Click Clear All Filters to remove all applied filters.
  4. To close the filters panel, click the x

Sort Information

  1. Click a column name (such as Bid Status) to sort by that option.
  2. If you want to switch between ascending and descending order, click the column name again.

Show or Hide Bid Form Groups

  • Click the arrow next to a bid form to show or hide the section for that bid form.
  • Click the double arrow at the top of the Bid Form column to open or close all bid form sections.

See Also