Planroom
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Procore's Company level Planroom tool gives users the ability to view and submit tender packages. To use this tool, you must be invited to tender on a project.
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Top FAQ (view all)
- Why am I unable to download and open a .ZIP file from Procore?
- Can tenderers submit their tender via email or must they sign in?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Can I remove a line item from a tender?
- How can my company receive tender invitations through the Procore Construction Network?
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Submit a Tender
Submit a Tender
Submit a Tender
Submit a Tender
OUTDATED VIDEOS - Removed from Support Site and Certifications
Submit a Tender
- Can I remove a line item from a tender?
- Can tenderers submit their tender via email or must they sign in?
- How can I troubleshoot an issue with the Procore Web Application?
- How can my company receive tender invitations through the Procore Construction Network?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Why am I unable to download and open a .ZIP file from Procore?
Planroom
The following table highlights which user permissions are required to perform the described user action.
Task | None | Read Only | Standard | Admin |
---|---|---|---|---|
Check the Status of your Tender | 1 | |||
Configure Advanced Settings: Planroom | 1 | |||
Download Tender Documents | 1 | |||
Indicate your Intention to Tender | 1 | |||
Submit a Tender | 1 | |||
Submit a Pre-tender Question | 1 | |||
Update a Submitted Tender | 1 | |||
View a tender package you have been invited to | 1 | |||
View the Planroom tool |
1 Bidders must be added to the Company level Directory in order for you to invite them to tender on a project. Once a company is added to a tender package, tenderers within that company will automatically be given access to the Planroom upon logging into Procore.
Below are the notable changes to the company's Planroom tool.
Recent Changes
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