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Procore Support (en-au)

View an Activity Register

Objective

To view an activity register for a vendor in your tender list.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Prerequisites

Steps

View the Activity Register

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view tenderer activity for.
  3. Navigate to the Bidders tab. 
  4. Click View next to the company whose activity you want to view.
  5. Click the Activity tab. 
    You will see all activity for that vendor, starting with the most recent event. The different actions performed are grouped at the top, and you can see how many times each of the following activities have taken place:
    • Status Change
    • Downloads
    • Notes
    • Emails

OR

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view tenderer activity for.
  3. Navigate to the Bidders tab. 
  4. Locate the company whose activity you want to view.
  5. Scroll right to locate the Last Activity column.
  6. Click the vendor's Last Activity field.
    This opens the "Activity For" window, listing all activities for that vendor, starting with the most recent event.
    Note: Click "View all Activity" to be re-directed to the vendor's 'Activity' tab. 

Download the Activity Register

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view tenderer activity for.
  3. Navigate to the Bidders tab. 
  4. Click View next to the company whose activity you want to view.
  5. Click the Activity tab. 
  6. Click Export.
  7. Select PDF or CSV to download the register.

See Also

 

If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.

 

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