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Procore

Create a Tender Room in Portfolio Financials

 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 create a Tender Room in Portfolio Financials. 

Background

The Tender Room in Portfolio Financials is a shared portal between the owner and tenderers. Before you can send and manage tenders, you must create and set up the Tender Room.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access can only create a Tender Room from a cost item they created. 
  • Additional Information:

Prerequisites

Video

 

 

 

Steps

  1. Scroll to the Cost Tracker section of the Project Page. 
  2. Click the arrow portfolio-financials-arrow.png icon next to a cost item.
  3. Click Tender Out
    Note: If your organization has the 'Sealed Tendering' feature  enabled by Procore, you can choose whether you want this to be a sealed tender process. See How do I run a sealed tender process in Portfolio Financials?
  4. Setting up a Tender Room is a multi-step process. See the relevant tutorials below for the next steps.

See Also