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Procore (en-CA)

Resend an Invitation to Tender 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 resend an invitation to tender for a Tender Room in Portfolio Financials.

Background

If a vendor claims to have not received an invitation to tender for a Tender Room, you can resend the invitation from Procore or forward the original email from your inbox. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 

Steps

  1. Navigate to the relevant Bid Room. 
  2. Click the Manage Bids tab.
  3. On the tenderer's card, click Resend Invite. 
    resend-invite.png
  4. Click Send Invitations to Tender.