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Procore (en-GB)

View Tenders in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To view Tenders in a Tender Room in Portfolio Financials. 

Background

After inviting Tenderders, a card is shown for each vendor on the Manage Tenders tab. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 

Video

 

 

 

Steps

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

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