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Procore

Search for and Filter Bids in Your Free Procore Account

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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

  1. Log in to your free Procore account.
  2. Click Bid Board.
    pcn-bid-board-nav.png
  3. The following actions are available:

Search for Bids

  • Click the Search bar to search keywords for bids.
    Note: Results are automatically shown.

Filter Bids

  1. Click the Filter icon-filter2.png icon.
  2. Select one or more of the following filters to apply:
    • Solictor Company
    • Due Date
    • Bid Intent
    • Walkthrough Date
    • Project Name
  3. 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.