Add a Custom Bid Type

To view and filter projects by Bid Type, add bid types to the Project Settings Defaults page in the Company level Admin tool.

• Required User Permissions to the Company level Admin tool.

• Additional Information:

  • There is no limit to the number of bid types you can create.

  • You can classify projects by bid type when you add a new project. See Create a New Project.

  • You cannot delete a bid type from this list when it is assigned to one (1) or more projects in your company's Procore account.

  • The bid types you create here will affect new projects only. Changes are not applied retroactively to existing projects.

1. Navigate to the company's Admin tool.

2. Under 'Project Settings,' click Defaults.

3. Scroll to the 'Bid Type' section.

4. Click + Create.

5. Enter a name for the Bid Type.

6. Click Create.

7. Repeat the step above for each desired bid type.