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Assign an RFI to Tender Room Team Member 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 assign an RFI to a member of the Tender Room Team in Portfolio Financials.

Background

The RFIs page in the Tender Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all tenderers. After an RFI is posted, you can assign an RFI to a member of the Tender Room Team.

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. 
  • Additional Information:
    • When an RFI is assigned to an individual, only that individual can post an answer to that RFI.

Steps

  1. Navigate to the Tender Room you want to manage RFIs for.
  2. Click the RFIs tab.
  3. Click the RFI you want to assign to a member of the Tender Room Team.
  4. Click the Assign to drop-down menu.

    assign-rfi-to.png
     
  5. Select the assignee from the list.
    Note: The selected assignee will receive an email notification that they have been assigned to an RFI.