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Freeze or Unfreeze a Tenderer in Portfolio Financials

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 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

How to freeze or unfreeze a tenderer in a Tender Room in Portfolio Financials.

Background

"Freezing" a bidder is a great way to seamlessly narrow the field and allow you to execute multiple rounds of bidding, and can also be used as a "soft" rejection. For example, you can freeze bidders that you do not intend to move forward with while you conduct further leveling on remaining bidders. See How can I run a best and final round of bidding in Portfolio Financials?

When you freeze a tenderer, they will no longer be able to submit tender and will not see or be notified about any future tender form revisions, tender due date updates and document uploads. All communication and previous tender submissions are preserved and remain accessible for you. You can also unfreeze a tenderer later on if needed.  

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Tender Room Team for the project. 
  • Additional Information:
    • Freezing a tenderer will lock all their information and they will not see any future changes to the tender form unless they are unfrozen.
    • Unfreezing a tenderer will give them access to any documents, tender revisions or RFIs that were updated while they were frozen.

Video

 
  

Steps

  1. Navigate to the relevant Tender Room. 
  2. Click Manage Tender.
  3. Continue the steps below depending on whether you are freezing or unfreezing the tenderer.

To freeze a tenderer:

  1. Click the vertical ellipsis  icon-ellipsis-vertical.png icon on the vendor's card.
  2. Click Freeze.
    freeze-bidder.png
  3. Optional: Mark the checkbox next to 'Send a personalized message to [Vendor Name]' if you want to send the tenderer a message. From there, you can choose to edit the default Subject and Body text of the message.
  4. Click Freeze Tenderer or Freeze Tenderer and Send Message to confirm.
    Note: The vendor's card automatically shows as unavailable on the Manage Tender page. 

To unfreeze a tenderer:

  1. Click the vertical ellipsis  icon-ellipsis-vertical.png  icon on the vendor's card.
  2. Click Unfreeze.
    unfreeze-bidder.png
  3. Click Unfreeze Tenderer to confirm.