Import Bid Forms to the Bidding Tool

In addition to creating a bid form in the Bidding tool, you can also download a CSV template to fill out and import the information. With a CSV import, you can create multiple bid forms at once.

• Required User Permissions on the project's Bidding tool.

• Additional Information:

  • You can import and create multiple bid forms at a time from the same CSV file.

  • The following requirements exist for the template:

    • The Bid Form Name must be filled out for each line item. Bid form names cannot be duplicated.

    • A line item can only have a Cost Code or Subject filled out, not both.

    • Cost codes must match the cost codes in the project.

  • If you edit the CSV template in a text editor and need to separate values, use either commas or semicolons. Most CSV files use commas by default.

  • The bid form will not import if errors are detected, and a banner will list details of what prevented the import. After you correct the issues and save the template file on your computer, you can upload again.

  • Only the 'Bid Form Name' column is required, allowing you to create forms without line items.

• Create a Bid Package with Bid Management Enhanced Experience

1. Navigate to the project's Bidding tool.

2. Click the name of the relevant bid package.

3. Click the Bidding tab.

4. If there are no bid forms in the bid package yet, click Create Bid Form.
   OR
   If at least one bid form exists, click Bid Forms.

5. On the 'Create Bid Form' menu, select From CSV.

6. Click Download CSV Template dropdown menu.

7. Select one of the following options:

   • Blank Template: The template file will be blank except for column headers.

   • Template with Cost Codes: The template will contain column headers and line items for every cost code in the project.

8. Open the CSV file on your computer and fill out the template as necessary: Show/Hide Details

   • Bid Form Name: Enter a name for your new bid form.

   • Item Type: Enter 'Base Bid' or 'Alternates' to specify which section a line item should be listed under.

   • Section: Enter a name for the section.

   • Cost Code: Enter a project cost code, or leave the field blank and move to the 'Subject' column. Cost codes must match those already in the project.

   • Subject: Enter a subject only if the line item has no cost code. Otherwise, leave this blank and use the 'Cost Code' column.

   • Description: Enter a description of the line item.

   • Response Field Type: Enter a response type for each line item:

     • Amount

     • Include/Exclude

     • Unit & Quantity

       • All three response types can be used for Base Bid items, but 'Include/Exclude' is not allowed for Alternates.

       • Copy the spacing from the 'Response Field Type' header for your entries. For example:

         • 'Unit & Quantity' instead of 'Unit&Quantity'

         • 'Include/Exclude' instead of 'Include / Exclude'

   

9. Save your completed template and return to Procore’s 'Create Bid Forms from CSV' window.

10. Under 'Select CSV Delimiter,' choose the character used in your template:
    Note: This only applies if you edited the CSV file in a text editor.

    • Comma (,)

    • Semicolon (;)

11. In the 'CSV File' section, click Upload File, or drag and drop the file over.

12. When you are ready to import the file, click Create.

• Once successful, your bid forms appear automatically in the Bidding tool.

• If an error banner appears, review the details, correct the file, and re-upload.