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Procore Support (en-au)

How do I navigate to a Bid Room in Portfolio Financials?

 Note
The information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Answer

There are two ways to navigate to a Bid Room in Portfolio Financials.

Option 1: From the Bid Rooms Page
  1. Navigate to your account's Bid Rooms.
    bid-rooms.png
  2. Locate the Bid Room you want to open.
    Tip! Use the search bar or filters if needed.
  3. Click the link for the Bid Room.
    click-bid-room-name.png
     
Option 2: From a Cost Item in a Project
  1. If you are not already in the project you want to open a Bid Room for, click the name of the project from the Dashboard page.
  2. Scroll to the Cost Tracker section.
  3. Locate the cost item associated with the Bid Room.
  4. Click the name of the cost item to be access its Bid Room.

    cost-item-link.png