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Export RFIs from a Tender Room 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 export RFIs from a Bid Room in Portfolio Financials to an XLS file.

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. RFIs in a Tender Room can be exported to an XLS file. 

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Users can only export RFIs for a Bid Room they have access to. 

Steps

  1. Navigate to the Tender Room you want to export RFIs from.
  2. Click the RFIs tab.
  3. Click XLS.

    xls.png

    Note: The file will begin downloading to your computer.