Edit a Bid Board Project

Objective

To edit general information for a Bid Board project in Procore.

Things to Consider

• Required User Permissions
  • 'Standard' or 'Admin' level permissions on the company's Bid Board tool.
    OR
    'Read Only' permissions with the 'Can Edit Project Details' granular permission enabled on the permission template.

Steps

1. Navigate to the Bid Board tool in Procore.
2. Click the project that you want to edit.
3. Click into any field to edit information.
   Changes are automatically saved.

See Also

• Add a Project to the Bid Board
• Add a Bid Board Project to the Portfolio Tool
• View the Bid Board