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Procore (en-CA)

Select a Tenderer to Award a Contract to 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 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

Steps

  1. Navigate to your account's Tender Rooms.
    tender-rooms.png
  2. Click the name of the Tender Room you want to select a tenderer for. 
  3. Click Manage Tender
  4. Click Select this Tenderer on the card of the vendor you want to award the tender to. 
    select-this-tenderer.png
    Note: If your organization has an approval workflow setup for awarding tender, 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.