How do I add missing cost codes so I can migrate projects to the new tender management experience?

Background

If a Procore project has any tender packages with line items that are missing cost codes, the project cannot be updated to Tender Management Enhanced Experience. When you begin the process of joining the beta to migrate to the new experience, you will see an error message that you need to update cost codes.

This may be a result of the following situations:

Answer

From the Company Level

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Tendering.
  3. Click Update in the 'Introducing Tender Management Enhanced Experience' banner.
    admin-bidding-banner.png
     
  4. If any project is missing cost codes for tender line items, you will see an 'Action Required to Update Projects' error message with a list of affected projects. Open each of the affected projects and choose the automatic or manual option for each project.

From the Project Level

  1. Navigate to the project's Tendering tool.
  2. In the 'Introducing Tender Management Enhanced Experience' banner, click Update.

    bidding-banner.png
     
  3. If the project is missing cost codes for tender line items, you will see an 'Action Required to Tender Packages' error message.
    Choose whether you want to automatically assign one cost code to all affected line items or add them all manually:
    • Automatic:
      1. Click the Select a Cost Code drop-down menu and select the cost code that you want to add.
        bidding-auto-add-cost-code.png
      2. Click Next.
        Procore will automatically add the missing cost codes for all affected tender packages and you will be taken to the 'Accept Terms' page for the beta.
    • Manual:
      1. We recommend opening the Tendering tool in a new tab so that you can refer back to the list of affected tender packages and companies.
      2. Click View on an affected tender package.
      3. On the Tenderers tab, click View on the company that is missing cost codes.
      4. In the Tender Sheet section, select a cost code to apply to the line item.
        bidding-cost-code.png
      5. Repeat this process for each affected tender package. After all missing cost codes have been added and you click Update in the banner again, you will be taken to an 'Update All Tender Packages' message.