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Procore (en-CA)

View an Activity Log

Objective

To view an activity log for a vendor in your bid list.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.

Steps

View the Activity Log

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to view bidder activity for.
  3. Navigate to the Tenderers tab. 
  4. Click View next to the company whose activity you want to view.
  5. Click the Activity tab. 
    You will see all activity for that vendor, starting with the most recent event. The different actions performed are grouped at the top and you can see how many times each of the following activities have taken place:
    • Status Change
    • Downloads
    • Notes
    • Emails

OR

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to view bidder activity for.
  3. Navigate to the Tenderers tab. 
  4. Locate the company whose activity you want to view.
  5. Scroll right to locate the Last Activity column.
  6. Click the vendor's Last Activity field.
    This opens the "Activity For" window, listing all activities for that vendor, starting with the most recent event.
    Note: Click "View all Activity" to be re-directed to the vendor's 'Activity' tab. 

Download the Activity Log

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to view bidder activity for.
  3. Navigate to the Tenderers tab. 
  4. Click View next to the company whose activity you want to view.
  5. Click the Activity tab. 
  6. Click Export.
  7. Select PDF or CSV to download the log.

See Also