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Procore

Edit a Bid Board Project

  1. 最後の更新
  2. PDFとして保存
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 edit general information for a Bid Board project in Procore, also known as Portfolio Planning.

Things to Consider

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.