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Add a Tender for a Vendor 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 manually add a vendor's tender to Portfolio Financials to compare with other tenders. 

Background

If you have received a tender outside of Procore, you can manually add it to the tender comparison sheet when comparing tenders in Portfolio Financials. While this action does not create a tender or contract for the vendor in Portfolio Financials, it can be helpful in determining your overall consideration of the vendor. 

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. 

Steps

 Important

Adding a tender to the tender comparison sheet does NOT create a contract for the tender. If you want to award a contract to the vendor, you can choose from the following options:

  1. Navigate to the relevant Tender Room.
  2. On the Manage Tenders tab, click Compare Tenders.
  3. Click the Tools menu. 
  4. Click Add Tender.
    add-bid.png
    Note: A new tender column is automatically added.
     
  5. Enter information for the tender into the new column as necessary.