View Bids in Your Free Procore Account
Objective
To view 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.
- View bids and information:
- By default, bids are organized within the following tabs in the Bid Board:
- Invitations: Bids that you have been invited to using Procore.
- To Do: Bids that have the status set to To Do.
- Estimating: Bids that have the status set to Estimating.
- Submitted: Bids that you have submitted in Procore.
- Awarded: Submitted bids that have been awarded or accepted.
- In Construction: Bids that have the status set to In Construction.
- Complete: Bids that have the status set to Complete.
- Delayed: Bids that have the status set to Delayed.
- Lost: Submitted bids that were not accepted.
- Archived: Any bids that you have selected 'Will Not Bid' as the bid intent are moved to the 'Archived' tab.
Note: If you decide later that you do want to submit a bid, you can change your Bid Intent and the bid will move back to the 'Invitations' tab.
- The following information is shown for each bid:
- Name: The name of the bid package. This link can be clicked to take you directly to the bid package in Procore's Planroom tool, where you can submit a bid.
- Project: The name of the project associated with the bid package.
- Bid Requestor: The name of the company and email of the person who sent the bid invitation.
- Walkthrough Date: The date selected for a walkthrough of the project.
- Bid Due Date: The date selected as the due date for the bid.
- Bid Intent: A drop-down menu where you choose 'Undecided', 'Will Bid', or 'Will Not Bid' for your bid intent.
- By default, bids are organized within the following tabs in the Bid Board: