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View Messages and Activity for 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 view messages and activity for a tenderer in a Tender Room in Portfolio Financials.

Background

After tenderers have been invited to a Tender Room, you can view messages and activity for each tenderer. 

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. Click Messages and Activity on the vendor's card. 

    messages-and-activity.png

    Note: A circle icon will appear on a vendor's card if there is an unread message.
     
  4. The following types of information can be viewed: 
    • Any messages between the vendor and your team sent through Procore.
    • Which files the vendor has downloaded.
    • When a vendor:
      • was invited to tender.
      • entered the Tender Room for the first time.
      • submitted a tender (and which vendor contact submitted it).
      • revised a tender.