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Procore

View Tender 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 view tender in a Tender Room in Portfolio Financials. 

Background

After inviting tenderers, a card is shown for each vendor on the Manage Tender tab. 

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. 

Video

 

 

  

Steps

  1. Navigate to the relevant Tender Room. 
  2. Click Manage Tender.
  3. You can view the following details on each vendor's card:
    view-bid-card.png

    number1.png  The name of the vendor.
    number2.png  The most recent tender amount.
    number3.png  A link to previously submitted tenders, if there were revisions.
    number4.png  The percentage that the tender form is complete. Note: Fields with a value of £0 will count as "complete" towards the overall completion percentage.
    number5.png  How many of the tender room documents have been downloaded by the vendor.
    number6.png  To view messages and activity, click Messages and Activity. See View Messages and Activity in a Tender Room.