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Procore (en-CA)

Post an Answer to an RFI 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 post an answer to an RFI in 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.

Things to Consider

  • Required User Permissions:
    • 'Full access' to the project or higher.
  • Additional Information:
    • When you post an answer to an RFI:
      • All other vendors receive an email notification that an answer to an RFI has been posted.
      • While the RFI and its answer will be viewable by all tenderers on the RFI page, the tenderer who posted the RFI remains anonymous so that your tenderers do not know who they are tendering against.
    • You can post an RFI yourself and immediately post an answer to it. When you post your answer, all tenderers will be notified in the same way that they would be if one of them had posted an RFI that was answered.

Steps

  1. Navigate to the Tender Room you want to post an RFI in.
  2. Click RFIs.
  3. Click the RFI you want to post an answer to.
  4. Enter your response in the 'Answer' text box.

    enter-rfi-answer.png
     
  5. Optional: Click Attach Documents to attach a file with your answer.
  6. Click Post.