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Procore

View an Activity Log

Objective

To view an activity log for a vendor in your bid list.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Bidding tool.

Steps

View the Activity Log

  1. Navigate to the project's Bidding tool.
  2. In the 'Bid Packages' page, click View next to the desired bid package.
  3. In the 'Bid List' subtab, click View next to the vendor whose activity you wish to view.
  4. Click the Activity subtab. 
    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 Bidding tool.
  2. In the 'Bid Packages' page, click View next to the desired bid package.
  3. In the 'Bid List' subtab, find the vendor whose activity you wish to view.
  4. Scroll right to locate the Last Activity column.
  5. Click in your desired vendor's Last Activity field .
    This reveals the 'Activity For' window, listing all activity for that vendor, starting with the most recent event.
    Note: Click 'View all Activity' to be re-directed to the vendor's 'Activity' subtab. 

Download the Activity Log

  1. Navigate to the project's Bidding tool.
  2. In the 'Bid Packages' page, click View next to the desired bid package.
  3. In the 'Bid List' subtab, click View next to the desired vendor.
  4. Click the Activity subtab. 
  5. Next to the 'Export Data As' label, click PDF or CSV to download the log.

 

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