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Procore (en-CA)

Export RFIs from a Tender Room in Portfolio Financials

 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 to an XLS file from a Tender Room 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. 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.

Steps

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

    xls.png

    Note: The file will begin downloading to your computer.