Add or Manage Notes in a Bid Board Project

important! TOOL name is determined by dictionary

The Bid Board tool is also known as Portfolio Planning when the Procore for Owners point-of-view dictionary is configured for your company's account.

The following words used in this article will also be different if you have implemented the Procore for Owners point-of-view dictionary:

Bid Board

Portfolio Planning

To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To add or manage notes in a Bid Board project, also known as Portfolio Planning 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 manage Notes and Tasks' granular permission enabled on your permission template.

Steps

Navigate to the Bid Board tool in Procore.
Open the relevant project.

See the steps below for the available actions:

To Add a Note

In the Notes section, click the add icon.
Enter your note.
Note:
- You can mention a user by typing the @ symbol on your keyboard and selecting their name from the list. They will receive an email notification to notify them of the note.
- Links added to notes will appear as clickable hyperlinks. Other text formatting is not supported.
Click Create.

To Edit a Note

In the Notes section, locate the note you want to edit.
Click the vertical ellipsis icon on the note.
Click Edit.
Update the note as necessary.
Click Save.

To Delete a Note

In the Notes section, locate the note you want to delete.
Click the vertical ellipsis icon on the note.
Click Delete.
Note: Deleting a note is permanent.
Click Delete to confirm that you want to permanently delete the note.