Edit Project Bidding Configuration

When you create a bid package, the project's Bidding tool uses configuration settings to define standard outgoing messages and instructions for your bidders. You can customize these settings, including the project description, bidding instructions, and bid submission confirmation messages, to suit individual project needs.

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

• Additional Information:

  • When a team member creates a bid package, the Bidding tool pulls its default information (such as the Bid Invitation Email, Bid Instructions, and Bid Submission Confirmation Message) from one of three sources:

    • Company Level Admin Tool: Company level Bidding tool configurations apply to all new projects. See Set the Default Company Bidding Configuration.

    • Project Level Admin Tool:

      • Project level configurations for the Bidding tool apply only to that specific project.

      • If your company operates as a subsidiary and needs division information in Bidding emails, contact your Procore point of contact to enable project office divisions.

1. Navigate to the project's Admin tool.

2. Under 'Tool Configuration', click Bidding.

3. Select the Office Location to be displayed for Bid Communications from the drop down menu.

4. Edit the text in the following fields:

   • Project Description: Enter the project information that you would like the system to send to invited bidders.

   • Bidding Instructions: Enter any instructions pertaining to your project's bidding process.

   • Bid Submission Confirmation Message: Enter the confirmation message that you would like bidders to see when they submit a bid.

5. Click Save.