Search Back to top Filter ResultsLocationProducts (41)FAQ (25)ClassificationArticle typeCategoryGuideTopicHow-toReferenceTool Landing PageTutorial ListFAQ ListPermissions ListWorkflow ListTool OverviewRelease Notes ListTutorialFAQRelease NoteVideosTranslation statusDo not translateQueuedIn progressCompleteReady to TranslateYesNoStagePublishedDeprecatedObsoleteInclude attachmentsContent TypeDocumentImageOther Searching inAll resultsAbout 66 resultsTender Room - Videos (Portfolio Financials)https://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/videosThis page includes training videos that show how to perform various tasks in or related to the Tender Room tool in Portfolio Financials.Complete Trade Setup Details for a Tender Room in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/complete-trade-setup-details-for-a-bid-room-in-portfolio-financialsHow to complete the Trade Setup page of the Tender Room in Portfolio Financials.Send a Message to Tenderers in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/send-a-message-to-bidders-in-portfolio-financialsHow to send a message to tenderers from a Tender Room in Portfolio Financials.Invite Tenderers to a Tender Room in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/invite-bidders-to-a-bid-room-in-portfolio-financialsHow to invite tenderers to a Tender Room in Portfolio Financials.How do tender approvals work in Portfolio Financials?https://en-au.support.procore.com/faq/how-do-bid-approvals-work-in-portfolio-financialsA look at how tender approvals work in Portfolio Financials.What emails are sent during the tendering process in Portfolio Financials?https://en-au.support.procore.com/faq/what-emails-are-sent-during-the-bidding-process-in-portfolio-financialsA list of occasions that notification emails are sent during the tendering process in Portfolio Financials.How can I manually add a tender in Portfolio Financials?https://en-au.support.procore.com/faq/how-can-i-manually-add-a-bid-in-portfolio-financialsHow to manually add a tender to the tender comparison sheet in Portfolio Financials.What is the 'Adjustments' section on a tender form in the Tender Room?https://en-au.support.procore.com/faq/what-is-the-adjustments-section-on-a-bid-form-in-the-bid-roomAn overview of the options in the Adjustments section of a tender form in Portfolio Financials.Best Practices for Tender Room Collaborators in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/best-practices-for-bid-room-collaborators-in-portfolio-financialsGeneral information and best practices for Tender Room collaborators in Portfolio Financials.Restore a Deleted RFI in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/restore-a-deleted-rfi-in-portfolio-financialsHow to restore an RFI that was deleted in a Tender Room in Portfolio Financials.Add a Member to the Tender Room Team in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/add-a-member-to-the-bid-room-team-in-portfolio-financialsHow to add a member to a Tender Room Team in Portfolio Financials.Show more results
