Search for and Filter Projects on the Bid Board

To search for and filter projects in the Bid Board or Portfolio Planning tool.

The Bid Board and Portfolio Planning tools in Procore is where you can easily view and manage all bids that your company has been invited to, without needing to switch between different companies in Procore. You can view all bid details and documents, manage your intention to bid, and begin the takeoff and estimating process, all from the same tool.

• Required User Permissions for the Bid Board tool.

• Required User Permissions for the Portfolio Planning tool.

• Search for Projects

• Filter Projects

• Sort Projects

Search for Projects

1. Navigate to the Bid Board or Portfolio Planning tool.

2. Click into the Search bar.

3. Enter a search term.
   Relevant search results are automatically shown. You can click tabs to see results that match your search term.

4. To clear the search, click the x icon in the search bar.

Filter Projects

1. Navigate to the Bid Board or Portfolio Planning tool.

2. Click the filter icon.

3. Click the drop-down menu for the relevant filter:

   • Date Range

   • Estimator

   • Office

   • Customer

   • Bid Requesters

4. Enter the name or scroll to find the option you want to filter by, and select the option. Results update automatically.

To clear any applied filters, click Clear All Filters.

Sort Projects

1. Navigate to the Bid Board or Portfolio Planning tool.

2. Click the relevant tab.

3. Click the Sort By drop-down menu at the top of the page.
   
   
   

4. Select to sort by one of the following options:

   • Invitations tab* Bid Intent* Requester Company* Due Date* Invitation Date* Name* Project* Not Viewed Yet (New)

   • All other tabs* Creation Date* Due Date* Name* Last Activity* Total Sales

5. Click the sort order arrow icon at the top of the page to switch between ascending or descending order:

   • Ascending

   • Descending