Search for and Filter Bids in Your Free Procore Account
Objective
To search for and filter bids in your free Procore account.
Things to Consider
- Required User Permissions:
- 'Member' permissions or higher for the Procore Construction Network account AND invited to the relevant bid.
Steps
- Log in to your free Procore account.
- Click Bid Board.
- The following actions are available:
Search for Bids
- Click the Search bar to search keywords for bids.
Note: Results are automatically shown.
Filter Bids
- Click the Filter
icon.
- Select one or more of the following filters to apply:
- Solictor Company
- Due Date
- Bid Intent
- Walkthrough Date
- Project Name
- If you want to remove filters:
- Click the x icon next to the filter, or click Clear All to clear all filters.
- To close the Filter panel, click Filter.
Sort Bids
- Click any column header name (Bid Package, Project, Company, etc.) to sort by that option.
When you click on a bid link, you'll be directed to the company's Planroom tool in Procore in a new tab. You can click on the original tab at any time to view other bids from the Bid Board.