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Post an Answer to an RFI 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 post an answer to an RFI in a Tender Room in Portfolio Financials.

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. When you post an answer to an RFI, vendors will receive an email notification that an answer to an RFI has been posted. While the RFI and its answer will be viewable by all tenderers on the RFI page, the tenderer who posted the RFI remains anonymous so that your tenderers do not know who they are tendering against.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Tender Room Team for the project. 
  • Additional Information:
    • When you post an answer to an RFI, all vendors in the Tender Room will be notified by email. You can also post an answer to an RFI that you created and tenderers will be notified in the same way.
    • RFIs posted by tenderers can be viewed by all vendors on the RFIs page, but the tenderer name remain anonymous so that vendors do not know who they are tendering against.

Steps

  1. Navigate to the relevant Tender Room.
  2. Click the RFIs tab.
  3. Click the RFI you want to post an answer to.
  4. Enter your response in the 'Answer' text box.

    enter-rfi-answer.png
     
  5. Optional: Click Attach Documents to attach a file with your answer.
  6. Click Post.