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Procore (en-CA)

Resend an Invitation to Tender 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

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 Tender Room Team for the project. 

Steps

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