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Procore (en-CA)

Resend an Invitation to Tender 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 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:
    • 'Full access' to the project or higher.

Steps

  1. Navigate to your account's Tender Rooms.
    tender-rooms.png
  2. Click the name of the Tender Room you want to resend invitations for. 
  3. Click Manage Tender.
  4. On the tenderer's card, click Resend Invite
    resend-invite.png
  5. Click Send Invitations to Tender

See Also