Create a Tendering Report
Objective
To create and email a tendering report to yourself.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Tendering tool.
- Additional Information:
- The Tendering Report is only available from the Overview tab.
- If you have your bid package set to "Blind Bidding," then you must wait until the bidding due date has passed in order to email yourself the bid package. To learn more about blind bidding, see Configure Advanced Settings: Bidding.
Steps
- Navigate to your project's Tendering tool.
- Open the tender package you want to create a report for.
- Click the Overview tab.
- Click the vertical ellipsis icon at the top of the page.
- Click Email Tendering Report.
Procore will email you a zip file with a single PDF that contains tender package details, tender list table, and every tender sheet. All attachments to the tender sheet will appear as individual file folders.