Respond to a Bid from the Bid Board

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 respond to a bid from the Bid Board tool, also known as Portfolio Planning in Procore.

Background

The Bid Board in Procore is where you can easily view and manage all bids that your company has been invited to, without needing to switch between different companies in Procore. You can view all bid details and documents, manage your intention to bid, and begin the takeoff and estimating process, all from the same tool.

Things to Consider

Steps

  1. Navigate to the Bid Board tool in Procore.
  2. Open the bid that you want to respond to.
  3. In the 'Invitation to Bid' banner at the top of the Overview page, click one of the following responses:
    Note: A notification will be sent to the sender immediately. You can change your response at any time before the deadline of the bid by clicking the other response in the banner.
    • Will Not Bid
    • Will Bid
  4. Optional: If you want to archive a bid that you are not responding to, click Archive. This moves the bid to the Archived page of the Bid Board, where you can still view and unarchive it if needed.

See Also