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Procore Support (en-au)

View Bids in Portfolio Financials

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

Objective

To view bids in a Bid Room in Portfolio Financials. 

Background

After inviting bidders, a card is shown for each vendor on the Manage Bids tab. 

Things to Consider

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

Video

 

 

 

Steps

  1. Navigate to the relevant Bid Room
  2. Click Manage Bids.
  3. You can view the following details on each vendor's card:
    view-bid-card.png

      The name of the vendor.
      The most recent bid amount.
      A link to previously submitted bids, if there were revisions.
      The percentage that the bid form is complete. Note: Fields with a value of $0 will count as "complete" towards the overall completion percentage.
      How many of the bid room documents have been downloaded by the vendor.
      To view messages and activity, click Messages and Activity. See View Messages and Activity in a Bid Room.