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Add a Tender for a Vendor in Portfolio Financials

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


To manually add a vendor's tender to Portfolio Financials to compare with other tenders. 


If you have received a tender outside of Procore, you can manually add it to the tender comparison sheet when comparing tenders in Portfolio Financials. While this action does not create a tender or contract for the vendor in Portfolio Financials, it can be helpful in determining your overall consideration of the vendor. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Tender Room Team for the project. 



Adding a tender to the tender comparison sheet does NOT create a contract for the tender. If you want to award a contract to the vendor, you can choose from the following options:

  1. Navigate to the relevant Tender Room.
  2. On the Manage Tenders tab, click Compare Tenders.
  3. Click the Tools menu. 
  4. Click Add Tender.
    Note: A new tender column is automatically added.
  5. Enter information for the tender into the new column as necessary.