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Procore (en-CA)

View 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 view tender in a Tender Room in Portfolio Financials. 

Background

After inviting tenderers, a card is shown for each vendor on the Manage Tender tab. 

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. 
  3. Click Manage Tender.
  4. You can view the following details on each vendor's card:
    view-tender-card.png

      The name of the vendor.
      The most recent tender amount.
      A link to previously submitted tender, if there were revisions.
      The percentage that the tender form is complete. Note: Fields with a value of $0 will count as "complete" towards the overall completion percentage.
      How many of the tender room documents have been downloaded by the vendor.
      To view messages and activity, click Messages and Activity. See View Messages and Activity in a Tender Room.