Update to the New Bid Management Experience

Procore has released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network. Until the new experience is made available for all Procore accounts, you can enable it on a project-by-project basis, or for all projects in your account.

• Required User Permissions:

  • To enable the experience at the Project level for a specific project, 'Admin' level permissions on the project's Bidding tool.

  • To enable the experience for all projects, 'Admin' level permissions on the company's Directory tool.

• Additional Information:

  • If one or more bids in the project have line items that are missing cost codes, you will receive an error message that you need to update cost codes, see the What if I get an error message that I need to add missing cost codes? section below.

Turn On for a specific Project

1. Navigate to the project's Bidding tool.

2. An 'Introducing Bid Management Enhanced Experience' banner is shown at the top of the page describing the new bidding experience.
   

   

3. Click Update.

4. Review the information on the 'Update All Bid Packages?' window.

5. If you are certain you want to update to the new experience, click Update.
   The project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing bid packages during this time to avoid any potential of data loss.

Turn On for All Projects

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Bidding.

3. An 'Introducing Bid Management Enhanced Experience' banner is shown at the top of the page describing the new bidding experience.
   

   

4. Click Update.

5. Review the information on the 'Update All Bid Packages?' window.

6. If you are certain you want to update all projects to the new experience, click Update.
   Each project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing bid packages during this time to avoid any potential of data loss.

You cannot upgrade to the Bid Management Enhanced Experience if your project contains bid packages with missing cost codes. If you attempt to join the beta while codes are missing, an error message will prompt you to update them before you can migrate.

This may be a result of the following situations:

• A bidder submitted a bid, but did not select a cost code for one or more line items in the Planroom tool.

• A bid solicitor deleted a cost code that was previously used in a bid.

Steps

From the Company Level

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Bidding.

3. Click Update in the 'Introducing Bid Management Enhanced Experience' banner.
   

   

4. If any project is missing cost codes for bid line items, you will see an 'Action Required to Update Projects' error message with a list of affected projects.

5. Open each of the affected projects and choose the automatic or manual option for each project.

From the Project Level

1. Navigate to the project's Bidding tool.

2. Click Update in the 'Introducing Bid Management Enhanced Experience' banner.
   

   

3. If the project has bid line items missing cost codes, an 'Action Required to Bid Packages' error will appear. Choose whether you want to automatically assign a single cost code to all affected items or update them manually:

   • Automatic:

     1. Click the Select a Cost Code drop-down menu and select the cost code that you want to add.
        

        

     2. Click Next.

     3. Procore will automatically add any missing cost codes to your affected bid packages and then direct you to the 'Accept Terms' page to complete your beta enrollment.

   • Manual:

     1. We recommend opening the Bidding tool in a new tab so that you can refer back to the list of affected bid packages and companies.

     2. Click View on an affected bid package.

     3. On the Bidders tab, click View on the company that is missing cost codes.

     4. In the Bid Sheet section, select a cost code to apply to the line item.
        

        

     5. Repeat this process for each affected bid package.

     6. After all missing cost codes have been added and you click Update in the banner again, you will be taken to an 'Update All Bid Packages' message.