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Export RFIs from a Tender Room in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To export RFIs from a Tender Room in Portfolio Financials to an XLS file.


The RFIs page in the Tender Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all tenderers. RFIs in a Tender Room can be exported to an XLS file. 

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Users can only export RFIs for a Tender Room they have access to. 


  1. Navigate to the Tender Room you want to export RFIs from.
  2. Click the RFIs tab.
  3. Click XLS.


    Note: The file will begin downloading to your computer.