Why can't I see the Bid Room in Portfolio Financials?
NoteThe information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information.
If you are supposed to be reviewing and managing bids for a Portfolio Financials project but are unable to view the Bid Room, it is most likely that you have not been added to the Bid Room Team. If you are not the Project Manager, you will need to reach out to the Project Manager or someone on the Bid Room Team to have them add you. Individuals can be added to the Bid Room Team on the Trade Setup page of the relevant Bid Room. See Add a Member to the Bid Room Team.
CautionBidders should NOT be added to the Bid Room Team, as these team members help manage bids. To invite bidders to bid on a project, see Invite Bidders to a Bid Room.
Note: If you are a bidder who needs to bid on a project, see Resources for Vendors.