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About 57 results
  • Add Takeoffs
    https://en-au.support.procore.com/products/online/user-guide/project-level/estimating/tutorials/add-takeoffs
    How to add takeoffs for a project in Procore's Estimating, Tender Board, or Portfolio Planning tools.
  • Set the Drawing Scale for Takeoffs
    https://en-au.support.procore.com/products/online/user-guide/project-level/estimating/tutorials/set-the-drawing-scale-for-takeoffs
    How to set the Drawing Scale for uploaded project drawings in the Estimating, Tender Board, or Portfolio Planning tools.
  • Manage Takeoff Groups
    https://en-au.support.procore.com/products/online/user-guide/project-level/estimating/tutorials/manage-takeoff-groups
    How to manage takeoff groups for a project in the Estimating, Tender Board, or Portfolio Planning tools.
  • Edit a Proposal with the Proposal Builder
    https://en-au.support.procore.com/products/online/user-guide/project-level/estimating/tutorials/edit-a-proposal-with-the-proposal-builder
    How to add information or edit the look and feel of a proposal using the Proposal Builder.
  • Configure Settings: Tender Board
    https://en-au.support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/configure-settings-bid-board
    How to configure settings for the Tender Board or Portfolio Planning tools.
  • Tender Board - Release Notes
    https://en-au.support.procore.com/products/online/user-guide/company-level/bid-board/release-notes
    This page describes notable changes to the Company level Tender Board tool.
  • What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
    https://en-au.support.procore.com/faq/what-tool-names-and-terms-are-different-in-procore-for-general-contractors-owners-and-specialty-contractors
    The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other...The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. To access the dictionary preferred by owners or specialty contractors, you will first need to work with your Procore Administrator at your company and your Procore point of contact (who can change your company's default dictionary).
  • How do I add a Tender Board project to the Portfolio tool in Procore?
    https://en-au.support.procore.com/faq/how-do-i-add-a-bid-board-project-to-the-portfolio-tool-in-procore
    How to add a project created in the Tender Board, also know as Portfolio Planning, to the Portfolio tool in Procore.
  • Set a Tender Board Project as a Template
    https://en-au.support.procore.com/products/online/user-guide/company-level/bid-board/tutorials/set-a-bid-board-project-as-a-template
    How to set a Tender Board or Portfolio Planning project as a template in Procore.
  • Tender Board - User Permissions
    https://en-au.support.procore.com/products/online/user-guide/company-level/bid-board/permissions
    This page lists the user permissions that are required to perform actions in or related to the company's Tender Board tool.
  • Tender Board - Videos
    https://en-au.support.procore.com/products/online/user-guide/company-level/bid-board/videos
    This page includes training videos that show how to perform various tasks in or related to the company's Tender Board tool.