Skip to main content
Procore

Level Bids for a Bid Form

  1. Last updated
    Apr 23, 2025
  2. Save as PDF
 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.
 In Beta
Click to see steps for an interactive version of bid leveling that is in beta. 

Objective

To level bids that have been submitted for a bid form.

Background

You may receive bids from multiple vendors for your project. Bid leveling enables you to efficiently compare these bids, helping you make an informed decision about whom to contract with.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.
  • Additional Information:
    • Bids can only be leveled after a bid form has been created and bids have been received.

Video

 

Steps

Read Only Bid Leveling

  1. Navigate to the project's Bidding tool.
  2. Click View or the name of the relevant bid package.
    Note: You can also click the name of the bid package.
  3. Click the bid form name.
  4. Click the Bid Leveling tab.
    Note: Bids are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.
  5. Optional: Configure Columns for Bid Leveling
    1. On the Bid Leveling tab, click the table filter icon-ag-grid-table-filter-menu.png icon.
    2. The following options are available:
      • Row Height: Choose Small, Medium, or Large to adjust the height of the rows.
      • Configure Columns: Click the toggle ON icon-toggle-on.png to show a column, or click the toggle OFF icon-toggle-off.png to hide the column.
        Note: The Items column cannot be hidden. 
  6. Optional: Export Bid Leveling Data to CSV
    1. Make sure you are on the Bid Leveling tab.
    2. Click Export to download the CSV to your computer.

Interactive Bid Leveling

 In Beta

This feature is currently in beta.

Notes:

  • This feature only works for newer bid packages that have response types configured (after October 2023). See Create a Bid Form.
  • When converting a bid to a subcontract, please note the following:
    • Changes made through bid leveling are currently not supported during conversion.
    • If you convert a bid from the 'Submitted Bids' view, the original submitted bid is used for the subcontract.
    • Converting bids to subcontracts from the 'Leveled Bids' view will be supported soon.
  1. Navigate to the project's Bidding tool.
  2. Click View or the name of the relevant bid package.
    Note: You can also click the name of the bid package.
  3. Click the bid form name.
  4. Click the Bid Leveling tab.
  5. Click the Leveled Bids view.
  6. Take any of the following actions:
    • Alternates
      1. Expand the 'Alternates' section.
      2. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide alternates. 
    • Bid Summary
      1. View how many items are excluded or missing from the submitted bid.
    • Configure Columns for Submitted Bids
      1. Click the table filter icon-ag-grid-table-filter-menu.png icon.
      2. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide a bid. 
    • Edit Line Items.
      1. Double click the field in the bid you want to edit.
        Note: Fields that have been edited will have a triangle in the cell.
      2. If available, select Included or Excluded.
        Note: This is based on the 'Response Field Type' in the bid form.
      3. Enter the new amount.
      4. Optional: Enter a note.
      5. Optional: Select a Line Item Color.
      6. Click Add.
      7. Optional: Click View Activity to view change history for the field,
    • Sort Bids
      1. Click Sort to re-sort bids from lowest to highest.
        Note: Bids are automatically sorted from lowest to highest from left to right. Use this button to re-sort after editing a bid.
    • View Bidder Contact Information
      1. Click the name in the 'Bid Recipient' row to view their contact information.
    • View Company Information and Qualifications
      1. Click the vertical ellipsis icon-ellipsis-vertical.png next to the company name.
      2. Select View Company Information to see additional information.
         Note

        Depending on the company information, the following information is available:

        • Company Information from your directory is available by default.
        • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
          Note: The Overview tab replaces the default company information section.
        • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration
  7. Optional: Export Bid Leveling Data to CSV
    1. Make sure you are on the Bid Leveling tab.
    2. Click Export to download the CSV to your computer.
 Important

When converting a bid to a subcontract, please note the following:

  • Changes made through bid leveling are currently not supported during conversion.
  • If you convert a bid from the 'Supported Bids' view, the original submitted bid is used for the subcontract.
  • Converting bids to subcontracts from the 'Leveled Bids' view will be supported soon.