There are two ways to navigate to a Bid Room in Portfolio Financials.
Option 1: From the Bid Rooms Page
- Navigate to your account's Bid Rooms.
- Locate the Bid Room you want to open.
Tip! Use the search bar or filters if needed.
- Click the link for the Bid Room.
Option 2: From a Cost Item in a Project
- 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.
- Scroll to the Cost Tracker section.
- Locate the cost item associated with the Bid Room.
- Click the name of the cost item to be access its Bid Room.