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Procore (en-CA)

Add a Bid for a Vendor in Portfolio Financials

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 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 manually add a bid to Portfolio Financials on behalf of a vendor. 

Background

If you have received a bid outside of Procore, you can manually add it to the bid comparison sheet when comparing bids in Portfolio Financials. 

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. 

Steps

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