Tender Board
Tender Board/Portfolio Planning
Important
Paid Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the company's Tender Board tool?
|
Action |
None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Tender Board Project to the Portfolio Tool |
|
Users with the 'Create New Projects' privilege in Procore can also add projects to the Portfolio tool. See Allow Users to Create New Projects. | |||
|
Add a Variation for an Estimate |
|
||||
|
Add an Estimate |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Add and Manage Internal Notes in a Tender Board Project |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Add and Manage Tasks in a Tender Board Project |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Add Inclusions and Exclusions |
|
|
|||
|
Add Items to a Cost Catalogue from Estimating |
|
Users also need 'Standard' level permissions or higher to the Company level Cost Catalogue tool. | |||
|
Add Takeoffs |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Apply a Template in the Tender Board Tool |
|
|
|||
|
Assign a Budget Code from an Estimate |
|
||||
|
Configure Tender Board Tool Settings |
|
Users with Admin level permissions to the company's Admin tool manage additional settings in the company's Admin tool. | |||
|
Configure Settings for an Estimate in the Estimating Tab |
|
|
|||
|
Copy a Group to Another Project |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Copy or Move a Group to Another Estimate |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Copy a Takeoff Group |
|
|
|
||
|
Copy a Takeoff Layer |
|
|
|
||
|
Create a Project in the Tender Board |
|
|
|||
|
Create a Purchase Order from an Estimate |
|
||||
|
Delete a Project on the Tender Board |
|
|
|||
|
Delete Documents from a Tender Board Project |
|
|
|
||
|
Delete a a Takeoff Group |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Delete Takeoff Layers |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Download Documents from a Tender Board Project |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Edit a Tender Board Project |
|
|
|
||
|
Edit a Tender Proposal with the Proposal Builder |
|
|
|
||
|
Edit an Estimate |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Edit Project Stages on the Tender Board |
|
||||
|
Expand or Collapse Takeoff Groups |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Export a Tender Proposal |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Export an Estimate |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Export the Tender Board List View |
|
|
|
||
|
Generate Tender Estimates |
|
|
|
||
|
Lock and Unlock Takeoff Layers |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Manage Tenders from the Tender Board |
|
||||
|
Manage Inclusion and Exclusion Libraries |
|
|
|||
|
Merge Estimates |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Move a Group of Takeoff Layers to a New Estimate |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Move a Group of Takeoff Layers to a New Group |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Rename a Takeoff Group |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Respond to a Tender from the Tender Board |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Run Automated Area Takeoffs |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Search for and Filter Projects on the Tender Board |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
Set a Tender Board Project as a Template |
|
|
|||
|
Set the Drawing Scale for Takeoffs |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Show or Hide Takeoff Layers |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Split Takeoff Layers |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. | |
|
Submit a Tender Proposal |
|
||||
|
Upload Documents to a Tender Board Project |
|
|
|
Users with 'Read Only' level permissions can only access projects for which they are the assigned 'Estimator'. |
|
|
View an Estimate |
|
|
|
|
|
|
View Any Tender Board Project |
|
|
|
||
|
View Tender Board Projects as the Assigned 'Estimator' |
|
|
|
Free Procore Accounts
Show/Hide Permissions
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
How do permissions work for free Procore accounts?
| Action | None | Member | Team Administrator | System Administrator | Notes |
|---|---|---|---|---|---|
|
Add an Estimate |
|
|
|
||
|
Add Takeoffs |
|
|
|
||
|
Apply a Template in the Tender Board Tool |
|
|
|
||
|
Configure Settings for an Estimate in the Estimating Tab |
|
|
|
||
|
Copy a Takeoff Group |
|
|
|
||
|
Copy Takeoff Layers |
|
|
|
||
|
Create a Project in the Tender Board |
|
|
|
||
|
Delete a Takeoff Group |
|
|
|
||
|
Delete Takeoff Layers |
|
|
|
||
|
Delete a Project on the Tender Board |
|
|
|
||
|
Edit Project Stages on the Tender Board |
|
|
|
||
|
Edit an Estimate |
|
|
|
||
|
Expand or Collapse Takeoff Groups |
|
|
|
||
|
Export a Tender Proposal |
|
|
|
||
|
Export an Estimate |
|
|
|
||
|
Export the Tender Board List View |
|
|
|
||
|
Generate Tender Estimates |
|
|
|
||
|
Lock and Unlock Takeoff Layers |
|
|
|
||
|
Manage Tenders from the Tender Board |
|
|
|
||
|
Move a Takeoff Layer to a New Group |
|
|
|
||
|
Rename a Takeoff Group |
|
|
|
||
|
Respond to a Tender from the Tender Board |
|
|
|
||
|
Set a Tender Board Project as a Template |
|
|
|
||
|
Set the Drawing Scale for Takeoffs |
|
|
|
||
|
Show or Hide Takeoff Layers |
|
|
|
||
|
Submit a Tender Proposal |
|
|
|
Users also must be designated as a Tender Contact. | |
|
Upload Documents to a Tender Board Project |
|
|
|
||
|
View an Estimate |
|
|
|
|
|
|
View Tender Board Projects |
|
|
|
||
Below are the notable changes to the Company level Tender Board tool (also known as the Portfolio Planning tool in some accounts).
Note: See Estimating Release Notes for related release notes.
Recent Changes
CONFIGURABLE ESTIMATING VIEWS (24/07/2024)
Configurable estimate table view templates can now be created in the Tender Board company settings and applied to estimates. This enhancement allows users to define and save specific column configurations that can be applied across different projects. See Configure Settings: Tender Board.
ESTIMATING CONCURRENT USER ACCESS (24/07/2024)
With this update to the Estimating tool, multiple users are now able to view changes made to takeoffs and estimates as they happen in real time, without needing to refresh the page. When takeoffs and estimates are updated by users from more than one device, screen or browser tab, the changes will be seen by everyone simultaneously. These real time updates also occur between takeoffs and estimates. For example, changes to sq ft amounts on a takeoff will update in the estimate table as they are made. This functionality enables teams to collaborate on estimates with greater efficiency while also giving individual users more flexibility to work between browser windows or multiple monitors.
PRICE PER SQ FT AMOUNTS ADDED TO Estimate SUMMARY (17/06/2024)
Price per sq ft amounts have been added to the totals within the summary section of an estimate.
UPDATE EXISTING CHANGE EVENTS USING ESTIMATE VARIATIONS (17/06/2024)
A new action has been added in the estimating tab to give users the option to update an existing change event from an estimating variation. This feature will offer users greater flexibility in the change management process as estimating variations can now be used to create and update existing change events. See Send a Variation to the Change Events Tool.
NOTES COLUMN ADDED TO ESTIMATE TABLE (04/06/2024)
A notes column is now available when viewing an estimate in the estimating tab. The notes column will display notes for each individual line item of an estimate. The notes column is on by default and may be toggled on or off from the estimate's table view configuration menu. See Configure Your View in the Estimating Tool.
ESTIMATE TABLE VIEW CONFIGURATION (28/05/2024)
When viewing an estimate, you now have the option to configure your view to show or hide individual columns from the table. See Configure Your View in the Estimating Tool.
TOGGLE ROUNDING FOR QUANTITIES USING 'EA' UNIT OF MEASURE (13/05/2024)
When adjusting the settings on an estimate, you now have the option to turn rounding on or off for quantities using the 'ea' Unit of Measure (UoM). See Configure Settings for an Estimate in the Estimating Tab.
View Notes and Summary in the Side Panel (07/05/2024)
You can now opt to view an estimate's notes and summary in a side panel, so you can see the estimate, notes and summary at the same time. See View an Estimate.
Single Select Custom Fields Available for Tender Board (28/03/2024)
Single-select fields added to the 'Admin (Project Level)' fieldset are now shown on the Tender Board. Information in the field carries over when a project is moved from the Tender Board to the Portfolio tool. See What are custom fields and which Procore tools support them?
Subparts Displayed when Exporting an Estimate to Excel (23/02/2024)
When exporting an estimate to excel, you can now see subparts in assemblies. With this update, the cost of the subparts show within the assembly, but the line item for the full assembly is £0. If an assembly price is overridden, the assembly price is shown, but the subparts show as £0. This is so the calculations remain accurate and information is not double-counted. In the future, you will be able to see the prices for both parts and assemblies in the export. See Export an Estimate.
Regional Display for Date and Time (16/01/2024)
The date and time fields in the Estimating tool now reflect the regional format of the language in your user profile's settings. To change the language of your user profile, see Change Your Account Language in 'My Profile Settings'.
ERP COST CODES AVAILABLE IN THE COST CATALOGUE (01/12/2023)
ERP Cost Codes can now be added to the Cost Catalogue for ERP-integrated companies. When using the Cost Catalogue, you ERP codes can be applied across all projects using the Estimating, Tender Board and Portfolio Planning tools. These cost codes are also added to your budget when you send an estimate to the budget, providing consistency across your workflow. See Add Items to a Cost Catalogue.
View Cover and Appendix Pages for Tender Proposals (30/11/2023)
When looking at a tender proposal on the tender tab, you can preview the cover page or appendix page by clicking the open in new tab 
icon. See Generate a Tender Proposal.
Edit Cost Item Description In Line (27/11/2023)
Users with the Enhanced Estimating Layout can now edit the description for cost items in line on the Estimating tab. Previously, you needed to click the ellipsis and edit the item. See Edit an Estimate.
Bulk Reset Estimate Quantities (20/11/2023)
If you made changes to quantities in your estimate but want to reset them to the original takeoff quantities, you can now take bulk actions to reset multiple line items at once. See Edit an Estimate.
Move Takeoff Layers to a New Group (16/11/2023)
You can move takeoff layers to a new group. See Manage Takeoffs.
Updated Cost Code and Cost Type Settings (14/11/2023)
Cost codes and cost types can now be configured for the Tender Board and Portfolio Planning tools with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Tender Board Settings.
New Search Functionality in Filters (09/11/2023)
When using filters on the Tender Board and Portfolio Planning tools, you can now type into the filter field to easily find the option you want to filter by. See Search for and Filter Projects on the Tender Board.
Permanently Delete Projects (09/11/2023)
You can now permanently delete projects on the Tender Board and Portfolio Planning tools at any time. Previously, deleted projects would be archived for 30 days before they were deleted permanently. See Delete a Project in the Tender Board.
New Bulk Takeoff Actions (08/11/2023)
Procore has updated the bulk functions to expand or collapse takeoff groups and to show and hide takeoff layers. Additionally, you can now bulk delete takeoff layers. See Manage Takeoffs.
ERP Cost Codes added to tender board tool (10/10/2023)
ERP cost codes are now available for use in the Tender Board and Porftolio Planning tools when adding estimates. This new feature applies to all ERP connectors. See Add an Estimate.
NEW POINT-OF-VIEW DICTIONARY FOR OWNERS (17/05/2023)
The Tender Board and Porftolio Planning tools have been revised to make the language more accessible for the owner audience. When applied to your company's Procore account, the owner point-of-view dictionary changes the labels and names of particular tools and objects in the user interface. For example, owners will now see Portfolio Planning as the tool name instead of Tender Board. See What tool names and terms are different in Procore for main contractors, owners and speciality contractors?
set and apply project templates in the tender board tool (08/02/2023)
You can now set multiple projects as templates and apply them to other projects within the Tender Board and Portfolio Planning tools. See Apply a Template in the Tender Board Tool and Set a Tender Board Project as a Template.
change column from 'requested tender item' to 'cost code' IN THE TENDER BOARD TOOL (06/02/2023)
A ‘Requested Tender Item’ column has been added for estimates in the Tender Board and Portfolio Planning tools. See Add an Estimate. After a project has been added to the Portfolio tool in Procore, you can switch the column name from ‘Requested Tender Item’ to ‘Cost Code’ to select your own cost codes.