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Procore (en-CA)

Select a Tenderer to Award a Contract to 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 select a tenderer to award a contract to in Portfolio Financials.

Background

After you have levelled your tender and decided on a winning tenderer, you can select a tenderer in the Tender Room to award a contract to. This will convert your Tender Room into a Contract Room. The Contract Room is a shared portal for you and your vendors to communicate and submit invoices and change orders.

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:

Video

 
  

Steps

  1. Navigate to the relevant Tender Room. 
  2. Click the Manage Tenders tab.
  3. Click Select this Tenderer on the card of the vendor you want to award the tender to. 
    select-this-bidder.png
    Note: If your organization has an approval workflow setup for awarding tenders, the workflow will begin at this point. You will not be able to award the tender until it has gone through the approval process. See Approval Workflows.

See Also