Bid Board

Easily view and manage all bids that your company has been invited to.

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About this course

Procore's Company level Bid Board tool allows you to easily view and manage all bids that your company has been invited to. 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. After a bid is awarded, you can add the project to your Portfolio, which will add a new project in Procore and allow you to continue working in the Estimating tool.

  • Manage estimating pipeline
  • Easily move projects from bid board into the course of construction
  • All Procore Bid invites from all solicitors will be displayed

Curriculum30 min

  • Intro
  • The Value of the Bid Board Tool 10 min
  • Using the Bid Board Tool
  • Bid Board Overview 3 min
  • Create a Bid Board Project 3 min
  • Bid Board Templates 3 min
  • Convert Bid Board Project to Portfolio Tool 1 min
  • Review & Resources
  • Bid Board Resources & Review 10 min
  • Conclusion

About this course

Procore's Company level Bid Board tool allows you to easily view and manage all bids that your company has been invited to. 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. After a bid is awarded, you can add the project to your Portfolio, which will add a new project in Procore and allow you to continue working in the Estimating tool.

  • Manage estimating pipeline
  • Easily move projects from bid board into the course of construction
  • All Procore Bid invites from all solicitors will be displayed

Curriculum30 min

  • Intro
  • The Value of the Bid Board Tool 10 min
  • Using the Bid Board Tool
  • Bid Board Overview 3 min
  • Create a Bid Board Project 3 min
  • Bid Board Templates 3 min
  • Convert Bid Board Project to Portfolio Tool 1 min
  • Review & Resources
  • Bid Board Resources & Review 10 min
  • Conclusion

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