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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 Permissions:
    • 'Admin' level permissions on the project's Tendering tool
      OR
    • 'Standard' level permissions on the project's Tendering tool and you must be added to the tender package's distribution list.
  • Additional Information:
    • 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 tab.

Filter the Tenderers List

  1. In the Tenderers tab, 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 State
    • Company Postal Code
    • Vendor Qualifications
  3. Select another filter to specify your results even further.

Group the Tenderers List

  1. In the Tenderers tab, 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