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Procore

Why can't I see the Tender Room in Portfolio Financials?

 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

If you are supposed to be reviewing and managing tenders for a Portfolio Financials project but are unable to view the Tender Room, it is most likely that you have not been added to the Tender Room Team. If you are not the Project Manager, you will need to reach out to the Project Manager or someone on the Tender Room Team to have them add you. Individuals can be added to the Tender Room Team on the Trade Setup page of the relevant Tender Room. See Add a Member to the Tender Room Team.

 Caution
Tenderers should NOT be added to the Tender Room Team, as these team members help manage tenders. To invite tenderers to tender on a project, see Invite Tenderers to a Tender Room.

Note: If you are a tenderer who needs to tender on a project, see Resources for Vendors.