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Procore (en-CA)

Filter and Group the Tender List

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Objective

To filter and group the tender list to a more specific view.

Things to Consider

  • Required User Permission: 'Admin' level users on the Tendering tool and 'Standard' level users that have been added to the Tender Package distribution list.
  • You can filter and group the tender list at the same time.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view information on.
  3. Click on the Tenderers subtab.

Filter the Tenderers List

  1. In the Tenderers subtab, click Add Filter.
    filter-tender-list.png
  2. In the drop-down menu select one of the following filters:
    • Company Name
    • Intent to Tender
    • Submission Status
    • Cost Codes
    • Trades
    • Company City
    • Company Province
    • Company Postal Code
    • Vendor Qualifications
  3. Select another filter to specify your results even further.

Group the Tenderers List

  1. In the Tenderers subtab, click Group By.
    group-tender-list.png
  2. In the drop-down menu select one of the following items to group your Tender list by:
    • Intent to Tender
    • Submission Status
    • Cost Codes
    • Trades