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Procore (en-CA)

Unlock Tender in a Sealed Tender Room in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore with the 'Sealed Tendering' feature enabled. 

Objective

To unlock tender in a sealed Tender Room in Portfolio Financials.

Background

If your organization is running a sealed tender process, submitted tender are locked until the due date and time for the tender has passed. After that date and time, the Tender Room Manager will receive an email to let them know that they can unlock the tender and the 'Unlock Tender' button will become active.

Things to Consider

  • Required User Permissions:
    • 'Full access' to the project or higher.
  • Additional Information:
    • The tender due date and time must have passed in order for the 'Unlock' button to be active in the Tender Room. 

Steps

  1. Navigate to the Tender Room.
  2. Click Manage Tender
  3. Click Unlock Tender

    unlock-tender.png

    Note: After unlocking the tender:
    • All members of the Tender Room Team with 'Full Access' will receive an email notification and all tender submissions will become visible.
    • Any tenderers who have not yet submitted a tender will be blocked from doing so. If you want to grant those tenderers extra time to submit, you can leave the tender room in its "locked" state.
    • In the case of clarifications or additional rounds of tendering, tenderers can continue to submit revisions as long as they submitted their initial tender before tender were unlocked.