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Export RFIs from a Tender Room in Portfolio Financials

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

Objective

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

Background

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. 

Steps

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

    xls.png

    Note: The file will begin downloading to your computer.